OzPlan - St Kilda Office
99 Wellington St, ST KILDA VIC 3182
Ph : (03) 9078 6454
Fax: (03) 9077 4939
Email: nickbird@ozplan.com.au
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Nick Bird B.Bus(FP) CFP® Authorised Representative (No. 224793) Nick Bird has been a Financial Planner with OzPlan for in excess of 11 years. Prior to joining OzPlan, Nick had worked as an Accountant for 7 years specializing in the areas of company and personal tax and Insolvency. Nick has been a Certified Financial Planner since 2005, holds a Bachelor of Business Degree (Accounting) and has completed specialist Self Managed Super Fund studies. Nick’s major areas of focus in financial planning include wealth accumulation and investment planning, retirement planning, superannuation, wealth protection and personal risk insurance. Nick is the managing director of the St Kilda Office of OzPlan, a stand alone financial planning practice which services clients both domestically and overseas with a team of 7 staff. |
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Lauren Wilson B.Bus(FP) CFP® Authorised Representative (No. 279333) Lauren Wilson has been a Financial Planner with OzPlan for in excess of 6 years. Prior to joining OzPlan, Lauren had worked as a Financial Planner and in other financial planning roles and has over 10 years experience in the industry. She has been a Certified Financial Planner since 2007, holds a Bachelor of Business Degree (Financial Planning) and has completed specialist Self Managed Super Fund studies. Lauren’s major areas of focus in financial planning include wealth accumulation and investment planning, retirement planning, superannuation, wealth protection, Centrelink and aged care advice. Lauren is a team member of the St Kilda Office of OzPlan, a stand alone financial planning practice which services clients across Melbourne and regional Victoria with a team of 7 staff. |