Who We Are
Meet the miPlan team.
We excel in providing as much certainty as possible in an uncertain world. We focus on risk management, both in investing and protection, and the use of guaranteed income streams. Self-licenced, privately owned and free of external influence from large institutions, we represent our clients’ best interests. Stephen Handley is our Business Manager, Barney Ellis our lead Advisor, Sara Trenery is our Client Relationship Manager and Jamie Cullum our Advice Development Manager.
miPlan Financial Services operates the advice business and is a corporate authorised representative of miPlan Advisory.
miPlan Advisory provides business support for technology, compliance and investment. miPlan is privately owned by Barney & Stephen. Our advisers are all registered advisers with ASIC.
miPlan has engaged
miPlan is a member of
miPlan Is Proud To Partner With
Financial Services Hub
Aged Care + Estates
Accounting + Tax
miPlan and Next Level have partnered to create a service hub for all your financial advice needs. We work together to support your business and financial plan. We can also introduce you to any of our service partners through our office.
miPlan’s Community Partners
miPlan’s Charitable Mission
miPlan is committed to helping out those less fortunate than ourselves, through an annual donation of 10% of our business profits.
These are charities miPlan has given to.