With more than 30 years of experience at our disposal, you can trust Investment & Planning Services (IPS) to provide options tailored for you and your family. We offer fresh ideas and comprehensive advice to suit your unique needs and financial situation. We look forward to meeting you in our office in Wollongong for a friendly meet and greet.
IPS is more than just a financial planning agency. We're your financial guides, friends and motivators. Our team is here to help you achieve your lifestyle goals by educating, encouraging and guiding you to make the right financial decisions.
The team at IPS is passionate about helping our local community wherever possible. We are proud to be a major sponsor of the i98FM Camp Quality Convoy.
From investments and wealth accumulation strategies through to superannuation and insurance options, we're your source for knowledge, planning and advice. IPS is a local business, established in 2001 in association with leading Wollongong legal, accountancy and general insurance broker practices. We will:
Paul Plummer, our CEO and Seanne Baker, General Manager, have both been Quality Advice accredited by GWM Adviser Services Limited under their internal Quality Advice program. This program involves a defined set of standards for measuring the quality of advice. To receive this accreditation, IPS was required to meet a number of essential criteria in relation to financial planning principles, as well as have a number of our financial plans assessed against the Quality Advice standards. In addition, Seanne holds a Bachelor of Economics and Advanced Diploma of Financial Planning. Paul and Seanne are members of the Financial Planning Association and are solely focused on ensuring you are on track to achieve what is important to you by helping you make the most of intelligent financial planning strategies and sticking to the plan.
IPS are authorised representatives of GWM Adviser Services Limited. GWM Adviser Services Limited is associated with the National Australia Bank Limited (NAB) (ABN 12 004 044 937) and is a member of the NAB group of companies.
A number of companies within the NAB group are financial product issuers. IPS also arranges the issue of financial products from a range of providers outside of the NAB group of companies.
Before making a decision to acquire a financial product, you should obtain and read the Product Disclosure Statement (PDS) relating to that product.
Dip. Fin. Advising (Sec. Inst.) FPA (Aff), J.P.
General Manager Wealth Advice
BComm (Economics & IR)
Client Service Officer
Client Service Officer
Client Services Manager
This website is operated by Investment and Planning Services, ABN 36 094 330 097. We are an authorised representative of GWM Adviser Services Limited ABN 96 002 071 749 an Australian Financial Services Licensee. These are the terms and conditions for use of this site and access to the information contained on this site.
To help you decide whether our financial planning services are in your best interests, please download our Financial Services Guide.
319 Keira Street, Wollongong, NSW 2500
95 Cliffe Street, Picton, NSW 2571
Suite 126, Centric Building 4 Hyde Parade, Campbelltown, NSW 2560
5429, Wollongong, NSW 2520