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 Stephen Handley miPlan Stephen Handley](https://miplan.com.au/wp-content/uploads/2019/04/miPlan-Stephen-Handley-150x150.png)
STEPHEN HANDLEY
stephen@miplan.com.au
![miPlan Barney Ellis miPlan Barney Ellis](https://miplan.com.au/wp-content/uploads/2019/04/miPlan-Barney-Ellis-150x150.png)
BARNEY ELLIS
barney@miplan.com.au
0490 102 419
![Sara Trenery miPlan Sara Trenery miPlan](https://miplan.com.au/wp-content/uploads/2020/07/Sara-Trenery-miPlan-150x150.png)
SARA TRENERY
sara@miplan.com.au
1300 647 526
![Jamie Cullum miPlan Jamie Cullum miPlan](https://miplan.com.au/wp-content/uploads/2020/07/Jamie-Cullum-150x150.png)
JAMIE CULLUM
jamie@miplan.com.au
1300 647 526
![miPlan Stephen Handley miPlan Stephen Handley](https://miplan.com.au/wp-content/uploads/2019/04/miPlan-Stephen-Handley-150x150.png)
STEPHEN HANDLEY
stephen@miplan.com.au
0458 224 427
![miPlan Barney Ellis miPlan Barney Ellis](https://miplan.com.au/wp-content/uploads/2019/04/miPlan-Barney-Ellis-150x150.png)
BARNEY ELLIS
barney@miplan.com.au
0490 102 419
![Jamie Cullum miPlan Jamie Cullum miPlan](https://miplan.com.au/wp-content/uploads/2020/07/Jamie-Cullum-150x150.png)
JAMIE CULLUM
jamie@miplan.com.au
1300 647 526
![Sara Trenery miPlan Sara Trenery miPlan](https://miplan.com.au/wp-content/uploads/2020/07/Sara-Trenery-miPlan-150x150.png)
SARA TRENERY
sara@miplan.com.au
1300 647 526
Accreditation
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 Financial Planners miPlan Financial Planners](https://miplan.com.au/wp-content/uploads/2019/09/miPlan-Logo-250x89.png)
![nextlevel logo nextlevel logo](https://miplan.com.au/wp-content/uploads/2019/07/nextlevel-logo-250x89.png)
Financial Services Hub
Wealth Creation
Financial Security
Investment Strategies
Retirement Planning
Aged Care + Estates
Accounting + Tax
BAS Services
Business Support
Tax Planning
Xero Bookkeeping
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 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.