Financial Planning For Every Stage Of Life
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About Us
Products and Services
FAQs
OzPlan provides a number of specialist advice services relating to financial and retirement planning, investment advice and risk insurance that can help you through each stage of your financial life.
This includes:
OzPlan has absolutely no shareholders represented by financial institutions such as banks, fund managers, or superannuation funds. This means that the advice we provide is based entirely on research and investigation, and free from external influence.
Open Monday - Friday
Seminars
Advice & Information, Aged Care, Annuities, Bonds, Budgeting, Centrelink, Direct Equities, Estate Planning, Gearing, Income Protection, Insurance, Investment Strategies, Investments, Life Insurance, Life Planning, Managed Funds, Managed Investments, Pensions, Portfolio Management, Redundancy, Retirement Planning, Rollovers, Salary Packaging, Savings Accounts, Self-Managed Super Funds, Setting Up a SMSF, Shares, Social Security Planning, Succession Planning, Superannuation, Unit Trusts, Wealth Creation
Commercial
Accredited, Australian Owned, By Appointment, Certified, DIY, Fee For Service, Insured, Licensed, Locally Operated, Locally Owned, Member FPA, Monthly Payments, Owner Operated, Registered
Retirement, Retrenchment
Couples, Individuals, Professionals, Retirees, Self Employed, Small Businesses
Retirement Planning, Centrelink & Aged Care Advice, Locally Owned, Life & Income Protection Insurance, Estate Planning, Direct Share Advice, Certified, Licensed, Accredited, Strategic Lifestyle Planning, Registered, Superannunation
All fees, commissions and brokerage disclosed in the statement of advice are payable to OzPlan Financial Services. OzPlan Financial Services will forward all of these fees, commissions and brokerage to your financial adviser or their legal entity. Your financial adviser may also receive other benefits from OzPlan Financial Services. All benefit payment details are included in the financial adviser profile.
You can contact your financial adviser directly with any instructions relating to your financial products.
Your financial adviser will maintain a record of your personal information including details of your objectives and financial situation. Your financial adviser will also maintain a record of any recommendations made to you. If you wish to examine your file please ask your financial adviser and they will make arrangements for you to do so.
Some product providers may give OzPlan Financial Services or your financial adviser non-commission benefits such as entertainment or sponsorship. Both OzPlan Financial Services and your financial adviser maintain a register in line with industry standards to document any alternative forms of payment received. This register is publicly available and must be provided within 7 days of the request date.
Our financial advisers can offer a range of insurance, investment, superannuation and retirement strategies and products. OzPlan Financial Services maintains an approved product list, containing financial products that have been researched by a number of external research houses. A copy of the approved product list can be supplied to you upon request.
OzPlan Financial Services and your financial adviser can be paid by various methods. Your financial adviser will discuss and agree upon the method of payment with you before any financial services are provided. In addition, where you receive personal advice, your statement of advice will outline all remuneration and other benefits associated with the advice provided.
