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 4.95
  • 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

4.95
2 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.75
Likely to recommend
Showing reviews 1—2 of 2

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5.00

"Grant has given advice on Insurance, Budgeting, Super, Investment, Debt management, Tax info, he is very clear in his explanations. Has the best interest of his client at the fore. He is very friendly and family orientated. I feel very confident that Grant would be 100% honest and upfront with all his dealings. He will often go beyond expectations."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Grant has provided me ongoing advice in relation to loan management, budgeting and cashflow, investments and superannuation. Grant is always available to have a conversation when required and is happy to assist in explaining outcomes of different actions in clear concise ways. Due to Grant's ongoing advice and knowledge I am now on the right track with debts under control and in pursuit of purchasing my first home."

  • Superannuation
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2014

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Master of Financial Planning

Level
9 - Masters Degree
Institution
University of the Sunshine Coast (USC)
Completed
2004

Certificate IV in Finance and Mortgage Broking

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2014

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2012

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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