4/103 Hume Street, Wodonga VIC 3690
(02) 6024 7066 | reception@lifeplanss.com.au
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.
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
Oreana Financial Services Version 8.0. 1 July 2024
Adviser Profile Version 6.0. 17 January 2022.
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
Oreana Financial Services Version 8.0. 1 July 2024
Adviser Profile Version 6.0. 17 January 2022.
Oreana Financial Services Pty Ltd
Level 17, 627 Chapel Street, South Yarra VIC 3141
03 9804 7113
AFSL No. 482234
