In good company

Martin McIntosh

Managing Director/Senior Financial Planner

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Martin McIntosh

Bachelor of Business (Financial Planning)
Certified Financial Planner (CFP)

Having spent eight years in financial planning, estate administration and portfolio management with Trust Company of Australia, Martin established Planning Partners under its own AFSL in 1999 with a view to providing bespoke financial planning to clients, an offering that was largely absent from the industry at that time.

In over 30 years within the financial services industry, Martin has provided strategic financial advice and asset management to individuals, businesses, and charitable institutions.

As a former Director of the Financial Planning Association (FPA) and current industry Representative with the Australian Financial Complaints Authority (AFCA), Martin is highly regard by his peers and the broader industry.

Married with three children, Martin has a deep understanding of the breadth of financial planning issues that face many in the community. He has been heavily involved with community and sporting groups over many years, currently serving as President of the Wye River Surf Life Saving Club and still patrols the beaches over the summer months.

Caroline Mulvaney

Senior Financial Planner

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Caroline Mulvaney

Bachelor of Business (Financial Planning)

Caroline joined Planning Partners in 2005 following several years in the financial services industry. At Challenger between 2001 and 2003, Caroline’s duties included processing of applications and general client services and her exposure to annuity investments led her to pursuing a career in financial planning.

Following this, Caroline was employed with LFM Financial Management where she honed her skills as a paraplanner while completing her Bachelor of Business.

Caroline manages relationships with family groups, key clients, and philanthropic funds. Using her vast experience, empathy and strong technical knowledge, Caroline ensures the recommended strategies are presented in a clear and concise manner.

Caroline and her husband are proud parents of twin girls Pieris and Isla.

Gavin Collopy

Chief Operations Officer/Senior Financial Planner

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Gavin Collopy

Advanced Diploma Financial Services (Financial Planning)
Certified Financial Planner (CFP)

Gavin joined Planning Partners in 2001 having spent five years with Colonial First State providing an array of financial services including investment and insurance advice. Gavin developed Planning Partners’ Risk Services Division to ensure that adequate defensive elements were applied to clients’ situations.

In his role as Chief Operations Officer, Gavin is responsible for the design and implementation of policies and procedures, the production of quality advice, and optimising the client’s experience.

Married with one child, Gavin has a long history of voluntary contribution to grass-roots sport and is President of the Balwyn Saints Cricket Club.

Phillip Olson

Manager, Mortgage Services

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Phillip Olson

Bachelor of Economics (Accounting)
Diploma of Finance and Mortgage Broking Management
Accredited Finance Broker

Phillip has a wealth of experience in finance and lending, including 15 years as a Bank Manager with NAB and Westpac and extensive time as a Private Banker. As a Private Banker, Phillip focused on the mortgage and lending needs of executives, businesses, and high net worth clients.

As the Manager of our Mortgage Services Phillip is focused on ensuring that clients’ finance requirements are met and particularly enjoys assisting clients with complex asset and loan structures.

Married with two adult children, Phil enjoys family time as well as camping and cycling when he can.

Roni Mason

Office Manager/Compliance

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Roni Mason

Joining Planning Partners in 2001, Roni has been a valuable long term team member of the staff. Having had 13 years’ experience in the banking industry, Roni came to Planning Partners with a clear understanding of what client services entails.

Roni’s responsibilities include oversight of Planning Partners’ compliance obligations and ensuring adherence to legislative and regulatory requirements. Roni also attends to the human resources aspects of the firm.

Roni would like to resume travelling the world at the earliest opportunity.

Peter Bailey

Financial Planner/Chief Investment Officer

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Peter Bailey

Qualified CFP – Certified Financial Planner (Deakin); Bachelor of Business – Economics and Finance (RMIT)

Since starting with Planning Partners in 2003 as a Paraplanner, Pete was promoted to Financial Planner in 2008. Throughout his tenure, Pete has been offering sage financial planning and portfolio advice to clients while developing a deep understanding of financial markets and instruments.

Pete was recently appointed Chief Investment Officer where he applies his knowledge, experience, and intellectual curiosity to ensure the investments we recommend are of the highest quality.

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 Officer

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Rebecca Walton

Rebecca has been with Planning Partners since October 2009. Initially performing reception duties, Rebecca broadened her skills in assisting the risk department in processing and implementing insurance applications.

Rebecca is now an important member of the client services division. Her friendly manner, awareness, and dedication ensure that client expectations of service excellence are consistently met.

With two young children, Rebecca enjoys family time especially when that involves watching Hawthorn.

Matthew Hunter

Senior Financial Planner

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Matthew Hunter

Bachelor of Business – Economics and Finance
Certified Financial Planner (CFP)

Matt started his financial planning career with Planning Partners in 2006 as a university graduate and progressed to become a Financial Planner in 2012.

Since that time, Matt has honed his personable and calm demeanour to diligently provide honest and professional advice to assist clients to achieve their life goals. Matt’s amiable nature and astute technical knowledge are a tremendous asset not only to clients but to the culture of Planning Partners.

When not at work, Matt stays active chasing after his 2 young boys and loves getting his hands dirty in the garden.

Lynne Rice

Client Services Officer

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Lynne Rice

With over 30 years’ experience in the Financial Services industry, Lynne spent time with Ords Minnett and BT in Adelaide and Sydney before moving to Melbourne and joining Planning Partners in August 2011.

Lynne vast experience has seen her bring a wealth of knowledge and a broad skill set to the team. Lynne prides herself on her strong organisational skills, attention to detail and, most of all, her high level of client service.

Outside of work, Lynne loves reading, walking, spending time with family and friends and watching her 2 young adult sons play sport.

Kevin So

Financial Planner

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Kevin So

Bachelor of Business (Accounting)
Graduate Diploma of Financial Planning
Certified Financial Planner (CFP)

Originally from Mauritius, Kevin moved to Melbourne in 2003 and joined Planning Partners as a Client Services Officer in 2007. Kevin’s diligence and commitment to clients saw him promoted to the role of Paraplanner in 2010 before becoming a Financial Planner in 2012. Kevin is a member of the Planning Partners Investment Committee where he supports the Chief Investment Officer in developing recommended lists.

Kevin particularly enjoys working with clients to help them achieve their goals and combines his practical and technical experience to help clients make informed decisions.

Outside of work, Kevin enjoys spending time with family and friends, and is an avid supporter of the Melbourne Storm and Manchester United.

Rebecca Thompson

Manager, Client Services

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Rebecca Thompson

Having first been employed with us between 2003 – 2008, Rebecca spent time working in the UK in a variety of appointments before returning to Planning Partners in 2015. Her role at that time as a client services officer required assisting new clients with the implementation of their financial plans and attending to general matters relating to existing clients.

Rebecca now manages the Client Services division, and her responsibilities include overseeing the efficient processing of client reviews and the application of regulatory obligations. Rebecca’s accuracy and attention to detail are integral to Planning Partners’ service excellence.

Rebecca and her husband are the proud parents of Zara and all three enjoy spending time on the pitch at Waverley Hockey Club where Rebecca continues to coach and mentor the younger players.

 

Abby Padget

Paraplanner

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Abby Padget

Bachelor of Science

After completing her degree, Abby started as a veterinary nurse before turning her hand to the finance industry in 2012. With expertise in tax compliance and accounting, Abby became a valuable addition to Planning Partners in 2021 when she joined us to begin her career as a Paraplanner.

Abby has a wealth of experience in client services and enjoys working with clients to achieve their goals, whilst gaining a deeper understanding of their likes, dislikes, and aspirations.

Away from the office, Abby enjoys getting out for a hike or simply spending time with family and friends.

Liam Riley

Paraplanner & Client Services Officer

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Liam Riley

Bachelor of Commerce – Finance (Deakin)

Liam has recently joined us from the National Australia Bank where he worked for three years in a variety of assignment, most recently in a relationship management position for business clients. Liam joins our client services team assisting with the preparation of reviews and Statements of Advice, as well as the implementation of recommended portfolios.

Away from work Liam enjoys his sport playing football and cricket with the Mazenod Old Collegians.

Louay Sleiman

Financial Planner

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Louay Sleiman

Bachelor of Business (Financial Planning)
Certified Financial Planner

Louay commenced with Planning Partners in 2014. Prior to this Louay completed stints with CBA and NAB.

Since joining the firm, Louay has undertaken a broad range of roles including client management and support, para planning, and becoming a Financial Planner in 2017. Louay also sits on the Planning Partners Investment Committee where he assists with the development and regular review of the Planning Partners recommended lists.

With over 10 years’ experience in the banking and financial planning industry Louay has developed a skill set which has enabled him to assist clients in achieving their financial goals and objectives whilst ensuring the financial planning process is a smooth and enjoyable transition.

Away from work Louay enjoys spending time with family and friends, heading to the MCG to support the Collingwood Magpies, and is also a keen tennis player.

Martine Halsall

Receptionist/Client Services

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Martine Halsall

After several years in the hospitality industry, Martine joined the team at Planning Partners in 2020 as our receptionist and also assists in client services. Martine is broadening her role to assist in other areas of the operation from managing review clients to assisting the insurance department in processing and implementing insurance policies.

Away from work, Martine enjoys “trying” to play piano (the neighbours haven’t complained yet), watching her beloved Bombers and spending time with her family.