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MyPlanner. A privately owned Licensee group providing financial planning licensee services to Financial Planners, Accountants & Mortgage Brokers.
At MyPlanner, our prime function is to be the focal point for leading proprietors of financial services businesses who want to build quality businesses based on the highest levels of professionalism and service.
We specialise in supporting Planners, Accountants and Mortgage Brokers in providing objective based advice to their clients by providing them with all the tools they need to be a licensed professional.
With over 180 licensed professionals as part of our Group, supporting Planners to provide quality advice is what we do.
Philippa Sheehan - Managing Director
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