|
Our Commitment To You Our practice was established in 1990 and has expanded over time thanks to the loyal support of our client advocates. At FuturePlan Partners we pride ourselves on providing true strategic financial planning advice with a high level of personalised client service. We are committed to assisting clients work through the maze of financial issues they face in a logical and caring manner. It is our role to help our clients build on their knowledge to ensure they are making informed and educated decisions in all facets of their financial life. We pride ourselves on being an honest and professional business practice, and we will always deliver a friendly and caring service. Our fees, commisions and services are always clearly stated. It is clear from our experience that most people want financial freedom, control and choices in their lives. We believe that the quality advice and guidance we provide assists our clients to realise those goals. Read what our clients have to say: Testimonials
Our Team 
| | Brenda Symons is a Director of FuturePlan Partners Pty Ltd. She holds an Advanced Diploma of Financial Services and has been a Financial Planner for 20 years. Brenda's objective is to help her clients achieve financial independence and peace of mind. She works closely with her clients over time, recommending appropriate strategies as their circumstances change. Contact Brenda on brenda@futureplan.com.au |
| |
|  | | Wendy Plant is a Financial Planner and Director of FuturePlan Partners Pty Ltd. She holds a Diploma of Financial Planning and is a Certified Financial Planner. She has 14 years experience as a Financial Planner and a total of 24 years experience working within the Financial Services industry. Wendy is committed to assisting professionals balance the competing issues associated with family, professional and financial matters. Contact Wendy on wendy@futureplan.com.au |
| |
|  | | Amaya Peiris is FuturePlan’s Customer Service and Administration Manager. She holds a Bachelor of Accounting and is presently studying for her Graduate Diploma in Financial Planning. Amaya’s priority is to provide our clients with a high standard of customer care and to ensure the smooth administration of the practice. Please contact Amaya on amaya@futureplan.com.au to arrange an initial or review appointment with your Adviser. |
| |
|  | | Melanie Keomany holds the position of part-time Receptionist and Administration Assistant. Melanie supports the FuturePlan Advisers and Admin team in providing our clients with a high standard of administrative care and personal service. | | | | |
|
