OzPlan – Morwell Office

235-237 Princes Drive, MORWELL VIC 3840
Ph : (03) 5134 4955
Fax: (03) 5134 6201
Email: glennsetches@ozplan.com.au

glenn_seitchesGlenn Setches
Authorised Representative No. 226945
Fellow Chartered Accountant
Email: glenn.setches@lshaccounting.com.au

Glenn has over 32 years experience in the financial services sector. He has been providing financial planning advice since 1986 and has experience in all facets of financial planning, including wealth creation, retirement planning, superannuation, direct shares, Centrelink, Aged Care and personal risk insurance.

Glenn is actively involved in the community and is currently a member of Traralgon Rotary and is past President of Traralgon Apex Club and West End Junior Football Club. Glenn enoys watching sport and is a keen gardener. Glenn and his wife Judy have two children and they also enjoy travelling. Glenn is a passionate supporter of the Sydney Swans.

Qualifications

  • Diploma of Business
  • Fellow Chartered Accountant – FCA
  • Diploma of Financial Planning
  • Certified Financial Planner – CFP®

Professional Memberships

  • Institute of Chartered Accountants Australia
  • Financial Planning Association of Australia

lis_keiltyLis Keilty
Authorised Representative No. 226945
Chartered Accountant
Email: lis.keilty@lshaccounting.com.au Lis has over 30 years experience in the financial services sector. She has worked as a Chartered Accountant since 1980 and has been providing financial planning advice since 1996. Lis has experience in all facets of financial planning, including wealth creation, retirement planning, superannuation, direct shares, Centrelink and Aged Care.
Lis has a special interest in Self Managed Superannuation Funds and utilises both her accounting and financial planning skills to ensure our clients maximise the benefits of having their own superannuation fund.
Lis is very involved with the local community and is currently the Treasurer of the Moe Golf Club, Golf being one of her passions along with her Husband Jim and three children.

Qualifications

  • Bachelor of Business (Accountancy)
  • Chartered Accountant – CA
  • Certified Practising Accountant – CPA
  • Certified Financial Planner – CFP®

Professional Memberships

  • Institute of Chartered Accountants Australia
  • Certified Practicing Accountants Association
  • Financial Planning Association of Australia