About miPlan

Whatever your stage of life, miPlan’s financial planning and risk management expertise will help you plan a better future.

miPlan

miPlan’s mission is to give our clients confidence they can have a better future.

We help you project manage your finances as we track your progress to your retirement and personal goals.

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.

STEPHEN HANDLEY
stephen@miplan.com.au

BARNEY ELLIS
barney@miplan.com.au
0490 102 419

AdviserRating >

SARA TRENERY
sara@miplan.com.au
1300 647 526

JAMIE CULLUM
jamie@miplan.com.au
1300 647 526

STEPHEN HANDLEY
stephen@miplan.com.au
0458 224 427

BARNEY ELLIS
barney@miplan.com.au
0490 102 419

AdviserRating >

JAMIE CULLUM
jamie@miplan.com.au
1300 647 526

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

Stewart Chandler as our compliance consultant

InvestSense as our Investment expert

Stannards as our independent auditor

miPlan is a member of

Association of Independently Owned Financial Planners

Australian Financial Complaints Authority

Association of Financial Advisers

Tax Practitioner Board

Speak To One Of Our Advisers Today

The first step in identifying improvements you can make is understanding where you are today.

1 300 miPlan (1300 647 526)

enquiry@miplan.com.au

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.