Grant Loechel

Iplan Financial Services Australia Pty Ltd

Gold
19 Yrs Experience
Samford Village, QLD 4520

Senior Financial Adviser MFP, DipFP, CFP, JP(Qual) Grant is a fully qualified Senior Financial Adviser, having commenced his career as a planner in 1994. He completed his Diploma in Financial Planning in 1996, became a Certified Financial Planner (CFP) in 1998, and then went on to complete his Master in Financial Planning in 2004. Grant is the sole Director and Shareholder of iPlan Financial Services Australia Pty Ltd. Grant began his career as a trainee in 1994, and together d 2 other staff started iPlan in November 2000. It was an immediate success. Grant’s vision continues to form the backbone of the company and provides clear direction for all company growth. Someone once said "if you can get a job doing your favorite hobby you will never work another day in your life". Grant’s real hobby has been finance, hence coming to work is not really work – it’s actually FUN and he loves it! He does have other interests, such as travel, having visited many countries over four continents. He also loves growing vegetables, participating in water sports…and being a parent. Grant has 3 boys (all in thiri early 20's) and has had to learn, like most parents, that not everyone does as he wishes with their money! Grant specialises in helping business owners manage their personal finances more strategically, as well as helping them add value to their team through effective Financial Planning Strategies and Principles. Grant has been an active member of the Financial Planning Association of Australia since 1995. He has also participated in the Variety Bash Queensland raising much needed funds for young disadvantaged Queenslanders.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Iplan Financial Services Australia Pty Ltd

6 Trentham Pl
Samford Village, QLD 4520

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Futuro Financial Services Pty Ltd

AFSL 238478