...for every stage of life.

OzPlan - Moorabbin Office

9 Jasper Road, MOORABBIN VIC 3189
Ph : (03) 9557 7654
Fax: (03) 9557 3579
Email: rodneymiller@ozplan.com.au

Rodney Miller
CFP
® FCA FCPA
ASIC #224789

Professional, objective, pragmatic, reliable and timely advice is what Rod Miller strives to give his clients.
Rod will help you to make informed and smart choices about your financial resources so you can accomplish your goals for the reasons that are important to you.

He is a Certified Financial Planner TM, a Chartered Accountant of many years standing, business adviser, superannuation expert, succession planning ….… the list goes on.   Rod also has the unbeatable advantage of being able to draw on many years of experience.
With a talent for demystifying financial strategies and processes, Rod works with you to identify your life goals and guide you into a financial position where they can become a reality. And because it’s your life, your money and your goals, Rod’s focus is always on what will work best for you.
Rod is very successful with estate and business succession planning for his clients.

Rod’s belief in the services he offers is evident, and a large part of the enthusiasm comes from the long and ongoing relationships he has with his clients.
He’s also a realist - he knows situations change, so he makes sure that your financial strategies are flexible enough to stay strong, and that you have appropriate risk insurance to protect your wealth. 
Rod’s always looking ahead on your behalf, so retirement and estate planning are part of the big picture he sees whenever he looks to consider your financial position.

Basically, his reputation for thoroughness ensures that he’ll help you get wherever you want to go.

It’s no wonder Rod’s clients appreciate his straight talking, can-do style.
   

Bree Hunter
CFP®
ASIC #289660

Bree is so highly regarded in the Financial Planning community that she was awarded the Paraplanner of the Year for 2008 for Victoria/Tasmania.
Bree is also a Certified Financial Planner TM which represents the highest professional certification for financial planners worldwide.   She has also completed Diplomas in Financial Planning and Financial Markets and has been working for OzPlan @ MB+M Business Solutions since 2001.
Bree loves to read, spend time outdoors and travel to new places in her spare time.

Bree is responsible for the implementation of all strategies and decisions by clients. A role she does with great care and accuracy.
   

Brian Shaw
F.Fin

ASIC #268362

Brian has worked in the banking and financing services since January 1956.  
His recent experience includes the provision of a wide range of financial planning roles since June1992, when Brian operated his own financial planning business.

Brian is a Fellow of the Financial Services Institute of Australasia and an Associate of the Financial Planning Association.