Tel. 07 3367 6555



Level 1, 4 Park Road

Milton QLD 4064


The Executive


Pooling together to raise money for charity

iPlan Financial Services Australia is a financial planning business in Milton which raises money every month for worthy charities by pooling together the resources of clients, staff and business owners.


Here’s how it works: Each month a new charity is selected by asking a client to nominate a charity they have an affinity with.  Then, for that month, iPlan staff members contribute with a minimum gold coin donation every Friday as part of the staff casual dress day.  The total amount raised is then boosted by 50% - 100% from iPlan’s business owners.


Managing Director Eric Petrusma says having the clients select the charity allows a wide selection of worthy causes to be supported and opens our eyes to the many needs outside our own circles.  Staff also feel positive about supporting these causes and the synergy created by the community approach.  This reinforces one of iPlan’s values – to “make someone’s day”.


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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

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