Tel. 07 3367 6555
Level 1, 4 Park Road
Milton QLD 4064
In 1988, the Managing Director, newly married, wrote down with his wife all the things they would love to achieve in their lives together. He then decided to seek financial advice in order to help achieve those goals…and was sorely disappointed. He discovered a number of ‘advisers’ that were merely in the product selling business and not really interested in his goals or aspirations - not one asked him what his short, medium or long term goals were. All were concerned about marketing their product. A seed of an idea began to form.
In 1994, having achieved several major goals, Grant Loechel decided to become a Financial Adviser and help others achieve what was most important in their lives. He teamed up with David Ward, already an accomplished financial professional, and began as a trainee adviser. In 2000 they started iPlan Financial Services Australia and along with Eric Petrusma, a Chartered Accountant, have not looked back.
The company is now home to some of the most innovative ideas in the financial world with cutting edge technology and razor sharp minds constantly working at the forefront of clients lives helping them progress towards financial independence. All along the journey, iPlan’s vision has remained clear, ‘delivering confidence, control, choice and opportunity’. Every day iPlan are helping more and more clients clarify their goals, develop steps towards achieving them and helping them keep on track.
iPlan Financial Services Australia Pty Ltd ACN: 106 591 833 as trustee for the iPlan Australia Trust ABN: 58 928 175 252 Corporate Authorised Number 291288 and Credit Representative Number 393718 of Futuro Financial Services Pty Ltd ABN: 30 085 870 015 AFSL/ACL 238478
Tel. 07 3062 7444
139 Coronation Drive (access via Little Cribb Street)
Milton QLD 4064