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Laurie Pennell

Ozplan Financial Services Pty Ltd

Gold
38 Yrs Experience
Shepparton, VIC 3630

Ozplan Financial Services Pty Ltd

140 Nixon Street
Shepparton, VIC 3630

Opening hours

  • 9:00am – 5:00pm Friday
  • 9:00am – 6:00pm Monday – Thursday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

At a glance

  • Adviser status Gold
  • First year providing advice 1987
  • Years of experience 38
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Fees structure is agreed with the client before any written recommendations are prepared. Ongoing fees are generally payable monthly by direct debit or from recommended investment platform.

Licensed by

Ozplan Financial Services Pty Ltd

AFSL 221235