About Us

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, In 2011 The Complete Planner Pty Ltd was issued an Australian Credit Licence No 278161 thereby expanding the business to incorporate mortgage broking services.

Our Vision

To be a dominant financial planning practice offering quality financial advice to clients, together with  the provision of quality support services to experienced financial advisers to achieve their personal goals.

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 the Certified Financial Planner 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.

DOWNLOAD FINANCIAL SERVICES GUIDE

To view our current Financial Services Guide (FSG) please click on the following link.

Financial Services Guide (v7)