Martin McIntosh

Managing Partner
Financial Planner

Martin McIntosh is a founding Partner at Planning Partners and has more than 19 years experience in financial services. As Managing Partner, Martin is responsible for overseeing the direction and growth of the business.

Martin’s diverse range of clients include a large portion of business-owners who benefit from his strategic advice and in-depth knowledge of investment markets. Martin also has particular expertise in Estate Planning and Charitable Funds following a number of years in the Trustee industry.

Martin’s formal qualifications include the Certified Financial Planner (CFP) designation and a Bachelor of Business (B Bus FP) from RMIT University.

In 2009, Martin was appointed to the panel of the Financial Ombudsman Service (F.O.S) as an Industry Representative.

To contact Martin McIntosh email: martinm@planningpartners.com.au

Reuben Zelwer joined Planning Partners in 2002 and was duly appointed as a Partner in July 2005.

Reuben commenced his career as an Accountant in KPMG's Private Business division before moving into a financial planning role at Ord Minnett Investment Planning. 

Reuben has particular expertise in Superannuation, Retirement Planning and tax-effective Wealth Creation strategies and regularly presents workshops on these issues to accountants and clients of the Firm. Reuben is also responsible for providing advice to individuals entering Aged Care facilities.

Reuben is a Certified Financial Planner (CFP), a Fellow of the Financial Services Institute of Australasia (F Fin) and holds a Bachelor of Accounting (B Acc) from Monash University.

In 2000, Reuben was the National Dux for 'Personal Investment Management and Tax Planning' subject in the Graduate Diploma in Applied Finance and Investment.

In 2009, Reuben was a finalist at the Financial Planning Association (FPA) Value of Advice Awards, which acknowledge excellence and professionalism within its membership. 

To contact Reuben Zelwer email: reubenz@planningpartners.com.au

Gavin Collopy

Manager Risk Services
Financial Planner

Gavin Collopy joined Planning Partners in 2001 and established our Risk Services Division. In this role, Gavin advises on Life, Disability and Income Protection policies to provide peace-of-mind and certainty for Planning Partners' clients. Gavin also provides comprehensive Financial Planning and Business Protection advice.

Over the years, Gavin has developed key relationships with the leading Australian life companies, which assist our clients in obtaining high quality insurance coverage at competitive premiums.

Gavin holds an Advanced Diploma of Financial Services (Financial Planner) ADFS (FP) and achieved the Certified Financial Planner (CFP) designation in December 2008.

To contact Gavin Collopy email: gavinc@planningpartners.com.au

Pete Bailey joined Planning Partners in 2003 as part of our university co-operative program. Over the course of his career, Pete has worked in both client services and paraplanning division. This has been an ideal background for Pete’s current role as Associate Planner where he works alongside our Senior Financial Planners in providing strategic advice and portfolio reviews to the Firm’s clients.

Pete holds a Bachelor of Business (Economics and Finance) From RMIT University and is currently completing the Certified Financial Planner course.

To contact Pete Bailey email: peteb@planningpartners.com.au

Caroline Pieris joined Planning Partners in 2005 following several years experience in the financial services industry including two years in a customer services role at Challenger Group.

As an Associate Planner Caroline oversees the financial planning implementation process in conjunction with our administration team. Caroline also supports the Senior Financial Planners in dealing with day to day client queries and actions resulting from the financial review process.

Caroline holds a Bachelor of Business (Financial Planning) from RMIT University.

To contact Caroline Pieris email: carolinep@planningpartners.com.au