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Life is full of wonderful moments

Protect the ones you love

Our goal is to understand you

ABOUT US

We help create strategic solutions to grow your life plan.

Life Plan presents modern financial planning through taking care of today’s financial stress so our clients can have more time to experience the moments they enjoy with the people that are important to them. We do this by providing strategic solutions across all life stages whether it be, superannuation, personal insurance needs, investment purposes, home loans, retirement planning or Centrelink assistance.

Our Services

Retirement

Everything you do today, is for your tomorrow

Superannuation

We help create strategic solutions to grow your life plan

Insurance

Protect the ones you love

Investment Planning

Plan your life, live your plan

Savings Plans

A goal without a plan is just a wish

Transition to Retirement

Turn your life’s work into a life plan

Debt Management

With the right solution, you can stop worrying about money

Centrelink

Know your benefit, Maximise your entitlement.

Simon Cutler

Authorised Representative No: 317400
Simon is the founder of Life Plan Strategic Solutions, he has an extensive background in the financial planning industry. Born with Financial Planning in his blood, he began his studies in 2005. Simon believes in working closely with you to create a professional strategy to meet your current and future goals.

FINANCIAL SERVICES GUIDE

David Matthews

Authorised Representative No: 1003318
David joined the Life Plan team in 2016 and brings 11 years’ experience in financial planning to the team. His focus is on understanding what is important to you and your family to give you the advice and tools to make the right financial decisions now and in the future.

FINANCIAL SERVICES GUIDE

Lauren Pelly

Office Manager
Lauren joined the Life Plan Strategic Solutions team in October 2015 and completed a Certificate III in Business. Lauren is our Office Manager working closely with Simon and David, and is working part time while completing a degree in Business and Accounting.

Ashley Stephens

Client Consultant
Ashley joined the Life Plan Strategic Solutions team in February 2017. Ashley has completed a Certificate III in Business and continues to work full time.

149 High Street Wodonga VIC 3690 Australia

(02) 6024 7066

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Oreana Financial Services Pty Ltd

Level 7, 484 St Kilda Road, Melbourne VIC 3004

03 9804 7113

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AFSL No. 482234

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