The Complete Planner Pty Ltd ABN 48 077 994 104 holder of an Australian Financial Services Licence No 278161 was established in 2004 with the objective of supporting experienced financial planners with their business activities. The Complete Planner Pty Ltd is a Principal Member of the Financial Planning Association of Australia.
Our Vision
To be the dominant boutique Australian Financial Services Licensee supporting experienced financial planners achieve their personal goal, including the provision of quality advice to investors.
Our People
The principal and his colleagues have many years of industry experience offering a depth of knowledge and practical experience to financial planners.
The Managing Director who holds the Diploma of Financial Planning and CFP accreditation has over 35 years experience in the financial services industry holding senior management positions in both large institutional financial planning organisations and small boutique practices. Responsibilities included:
Managing the overall operations of the wholly owned financial planning subsidiary of a large financial institution.
Development and management of the "back office" support services offered to financial planners
Deputising for the Managing Director in all operational matters of a boutique financial planning practice.
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