LIFEPLAN FINANCIAL MANAGEMENT LIMITED - Key Persons
As our Administrator, Abigail is in charge of ensuring all our processes and procedures run smoothly.
She keeps everything organised, from client meetings through to paperwork, and is also a friendly point of contact for everyone we work with.
Gary has worked in financial services for nearly 30 years. Today, he is a Chartered Financial Planner, a Chartered Wealth Manager, a Certified Financial Planner and a Fellow of the Personal Finance Society; very few financial professionals hold all four esteemed accreditations.
Job Titles:
- Financial Planner & Compliance Officer