OzPlan Mitcham Financial Planners – Our Staff

nick-bird-financial-plannerNick Bird B.Bus(FP) CFP®
ASIC #224793

Nick Bird has been a Financial Planner with OzPlan for in excess of 14 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, self managed super fund advice, wealth protection and personal risk insurance.

Nick is the managing director of the Mitcham Office of OzPlan, a stand alone financial planning practice which services clients both domestically and overseas with a team of 7 staff.


Lauren Wilson B.Bus(FP) CFP®
ASIC #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 12 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 partner of the Mitcham Office of OzPlan, a stand alone financial planning practice which services clients across Melbourne and regional Victoria with a team of 7 staff.