Our people are our most valuable asset. We adopt a team approach to servicing our clients so that relationships are formed across our Firm. Our staff adhere to the highest ethical and professional standards in dealing with our clients.
Our Financial Planners are highly qualified and have unique areas of specialty across the various financial planning disciplines including; Portfolio Management, Superannuation, Risk Management, Tax Planning and Estate Planning.
Martin McIntosh – Managing Director
Qualified CFP – Certified Financial Planner (Deakin); Bachelor of Business – Major in Financial Planning (RMIT); Associate Diploma Business (Accounting)
Martin joined Planning Partners in 1999 having spent the previous 8 years in Financial Planning, Estate Planning and Portfolio Management with Trust Company of Australia. Now having nearly 25 years’ industry experience, Martin is well respected among his peers. He is a former Director of the Financial Planning Association (FPA), is an Industry Representative with the Australian Financial Complaints Authority (AFCA), a Member of the Financial Education Council (FPEC) and FPA’s Professionalism and Designation Committee.
Married with 3 children, Martin has a grasp of the breadth of financial planning issues that face many in the community. He has a long association with the Wye River Surf Life Saving Club as President, but fortunately is never seen in the patrolling red Speedos!
Caroline Mulvaney – Financial Planner
Bachelor of Business (Financial Planning) from RMIT University
Caroline has been employed at Planning Partners since 2005 following several years’ experience in the financial services industry. Caroline oversees the financial planning implementation process in conjunction with our administration team and also supports the Senior Financial Planners in dealing with day-to-day client queries and actions resulting from the financial review process.
As an accomplished netballer, Caroline goes from trouble shooter during the day to goal shooter at night.
Phillip Olson – Manager- Mortgage Services
Accredited Finance Broker – Full Member of the Mortgage & Finance Association of Australia; Bachelor of Economics – Accounting (Monash); Diploma of Financial Planning (Deakin), Diploma of Finance and Mortgage Broking Management (AAMC)
Phillip Olson comes to Planning Partners with some 20 years plus experience in finance and lending. This experience includes some 10 years as a Private Banker with both NAB and Westpac Banks. As a Private Banker, Phillip focused on the mortgage and lending needs of Executive, Business and High Net Worth clients.
Married with two children, he enjoys spending time assisting his children’s sporting activities and cycling when he can.
Gavin Collopy – Manager - Risk Services
Qualified CFP – Certified Financial Planner (Deakin); Advanaced Diploma in Financial Services – Financial Planning (Deakin)
Gavin joined Planning Partners in 2001 and has headed up the Risk Services Division since 2002. Prior to this, he worked with Colonial First State since 1996 and has over 17 years industry experience. His counsel on insurance matters is sought after within the industry due to the wealth of his professional experience.
Married with one child, Gavin is president of the St Barnabas Cricket Club and is still able to take the field – but only when the club is desperate for players.
Roni Mason – Office Manager & Compliance
Joining Planning Partners in 2001, Roni has been a valuable team member for over 17 years and a true multi-tasker. Roni organises all seminars, functions and is responsible for business compliance as well as attending to all the human resources aspects of the firm. Recently, Roni has spent some time travelling the world.
Peter Bailey – Financial Planner
Qualified CFP – Certified Financial Planner (Deakin); Bachelor of Business – Economics and Finance (RMIT)
Pete has been with Planning Partners since 2003, progressing to his role as a Financial Planner in 2008 where he has been offering expert financial planning and portfolio advice to clients. He has strong technical knowledge and also manages the recommended list in conjunction with Martin McIntosh.
When not at work, Pete can be found trying to fit in games of golf around his 2 young children, Anouk and Sam.
Rebecca Walton – Client Services
Rebecca has been with Planning Partners since October 2009 as our Receptionist and also assists in client services. Over the last 4 years, Rebecca has broadened her business profile to be able to assist in other areas of the operation from managing review clients to assisting the insurance department in processing and implementing insurance policies.
Rebecca spends most of her winters watching Hawthorn from the stands as well as still employing her hairdressing skills whenever a friend’s wedding arises.
Matthew Hunter – Financial Planner
Qualified CFP – Certified Financial Planner (Deakin); Bachelor of Business – Financial Planning (RMIT)
Matt has been with Planning Partners since 2006, progressing his role to become a Financial Planner in 2012 where he has since been providing quality financial planning advice to clients. Matt provides expert advice in an open and transparent manner to ensure that his clients achieve their goals and objectives.
Married with one child, Matt enjoys keeping active and spending his down time with family and friends.
Lynne Rice – Client Services Officer
Lynne commenced with Planning Partners in August 2011 and has worked in the Financial Services Industry for over 15 years. She has spent most of her time in Client Service roles. She brings strong organisational skills to the business and enjoys providing a high level of customer service.
Lynne and her husband are proud parents of a couple of aspiring junior athletes while being quite handy with the tennis racquet herself.
Kevin So – Financial Planner
Qualified CFP – Certified Financial Planner (Deakin); Bachelor of Business – Accountancy (RMIT); Graduate Diploma of Financial Planning (Deakin)
Having come to Australia from Mauritius in 2003, Kevin settled in Melbourne and joined Planning Partners in 2007 on a Graduate Programme. Since then, Kevin has worked in a number of roles within the business including Client Management, Strategy Implementation and Plan & Review Preparation, exposing him to the various disciplines necessary to helping him realise his dream of becoming a Financial Planner.
Kevin is fluent in French and also more than happy to talk all things Manchester United (but preferably only after a win).
Natalie Gibbs – Associate Financial Planner
Bachelor of Business – Applied Economics & Finance (RMIT); Presently completing Master of Professional Accounting (RMIT)
Natalie started with Planning Partners in August, 2013 having spent the previous 2 years in the Operations Centre at the CBA where she received the Executive Manager Recognition Award. Over the past 4 years, Natalie has gained experience in core banking, mortgage application and documentation.
Multi-lingual, Natalie can speak four languages including Cantonese, Mandarin and Malay.
Louay Sleiman – Financial Planner
Bachelor of Business – Financial Planning (Latrobe); presently completing Certified Financial Planning Certification (Deakin)
Louay commenced employment with Planning Partners in 2014. Since joining the firm, Louay has performed a vast majority of roles around Client Management and Support, review and statement of advice preparation, financial modelling, tax planning and strategy implementation. Throughout his time with Planning Partners Louay has progressed to a Financial Planning position and is now providing financial advice to clients.
Away from work Louay enjoys going to the footy to support the Collingwood Magpies (however hasn’t been seen since the 2010 premiership) and is also a keen tennis player.
Rebecca Thompson – Client Services Officer
Rebecca has been employed at Planning Partners since 2015 – she had previously worked for the company in a Client Services Role, she joins us again in the same role and enjoys helping clients Implement their Financial plan with the least amount of stress.
Rebecca and her husband are the proud parents of 5 year old Zara and they all spend most weekends down at the Waverley Hockey Club where Rebecca is Head Coach of the 1st Women’s team.