About Us

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.

Who We Are

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.

What We Do

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:
  • Communicate openly with you
  • Act with integrity
  • Be respectful
  • Work with you to help you achieve your goals

Quality Accredited

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.

Key Staff


Paul Plummer

Dip. Fin. Advising (Sec. Inst.) FPA (Aff), J.P.

Seanne Baker

Financial Adviser
BComm ( Economics & IR)

James Brien

Financial Adviser
BCom(Fin/Mgmt), ADFP, FPA

Michelle Sanvitale

GradDip FP

Naomi Jeffries


Vlad Ratajkovski

Client Service Officer

Fabian Benitez

Client Service Officer

Ellie Plummer

Client Service Officer

Terms & Conditions

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.
  1. We and our authorising licensee and other members of the National Australia group of companies:
    1. do not give any warranty or make any representation as to the accuracy, reliability, completeness or security of the information contained on this site and as to changes in circumstances after the date of publication that may impact on the accuracy of the information;
    2. may change and update the information from time to time;
    3. make no representation in relation to, and are not responsible in any way, for the content of any other site you access via this site; and
    4. own the copyright in the information on this site.
  2. Users must not use or reproduce any of the trademarks that appear on this site.
  3. Users of this site must not:
    1. do anything to alter or modify the information on this site;
    2. use the material on this site for any purpose other than as a source of information for personal use unless authorised to the contrary;
    3. distribute, copy or otherwise reproduce in any way any of the material available from this site unless it is expressly authorised;
    4. post any material which is defamatory, in breach of copyright, in breach of the Trade Practices Act or otherwise in any way unlawful or inappropriate.
  4. Users can print a hard copy of material on this site for their personal use only other than material where this is prohibited by a notice to that effect on this site.
  5. The information contained on this site is made available to residents of Australia and its territories and is not intended to be a recommendation, offer or invitation to take up securities or other investments.
  6. We, our authorising licensee and other members of the National Australia group of companies are not liable in any way to any person for any loss, damage, cost or expense incurred as a result of the material contained on this site or from unauthorised access to, or any misuse of this site including, without limitation, any negligence by us.
  7. All references on this site to "$" or "dollars" are references to Australian currency unless otherwise stated.
  8. Users of this site agree to indemnify us and other members of the National Australia group of companies from all liability, cost and expense, (including legal fees) arising directly or indirectly from the use or distribution by any person of material placed on the site by the user or from the alteration, modification of or addition to material on the site by the user.
  9. We, our authorising licensee and other members of the National Australia group of companies do not endorse and are not responsible for information, feedback, questions or comments placed on this site by third parties. We can reproduce, use, disclose and distribute the information to others in our absolute discretion.
  10. Links to other sites are provided for your convenience only. Any such links do not constitute or imply endorsement or recommendations of any other company, product or service or any affiliation between us and other organisation (unless otherwise expressly stated).
  11. You consent to us monitoring your use of this site.

Financial Services Guide

To help you decide whether our financial planning services are in your best interests, please download our Financial Services Guide.

Privacy Policy

Before choosing to proceed with our services, please take some time to read our Privacy Policy here.