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Who We Are!

   
PLANit Financial Services is a financial planning practice located in Newstead QLD  We are a team of dedicated individuals who are committed to  providing an excellent financial planning experience, with quality services and support for our clients. Our commitment to our clients is a long term relationship working in partnership to provide them with the greatest probability of success.
 

Your Team

Michael Dunne - Financial Adviser

Mick has over 15 years experience working with clients to achieve their goals. Prior to completing his Masters of Applied Finance and Certified Financial Planner qualifications, Mick served in the Australian Defence Force for 35 years. He continues to provide support to clients Australia wide from both civilian and military backgrounds.
View Mick’s Adviser Profile 

Rebecca Lister - Financial Adviser

Rebecca has been working in the financial planning industry since 2000. She specialises in working with clients to achieve their goals through coaching, educating and developing strategies appropriate to reaching their desired outcomes.
View Rebecca’s Adviser Profile 

Michelle Rautenbach - Client Relationship Manager

Michelle comes to PLANit with a strong desire to work and grow with our clients, she has a Bachelor in Commerce and Finance and is currently completing additional financial planning studies. Michelle brings great customer service and administration skills to her role at PLANit, being the point of contact for our clients and by providing administrative support to both clients and staff.

Behind the Scenes

  PLANit Financial Services is an Authorised Representative of Consultum Financial Advisers (ABN 65 006 373 995 / AFSL 230323).  Consultum was founded in 2006 and is part of the IOOF group. As our Dealer Group they provide us with research and education to ensure we remain current with the changing landscape of financial planning and legislation.
  IOOF has been helping Australians secure their financial future since 1846.  Since then, IOOF has grown substantially to become a leading provider of quality financial services in Australia and more recently in the New Zealand market. As an ASX top 100 company, with more than $120 billion in funds under management, administration , advice and supervision, IOOF currently service more than 650,000 customers around Australia.