WELCOME TO iPLAN
iPlan is a boutique financial planning firm based in the heart of Milton. We are passionate about delivering confidence, control, choice and opportunity, and are committed to building and sustaining strong relationships with our clients. We offer the comfort of knowing that you have a professional team working with you to develop innovative and dynamic financial solutions tailored to your personal circumstances. We understand that if we cannot add value to you, then we have no commercial basis for a relationship.
iPlan’s advisers and support team work very closely with our clients because we know how hard it is to focus on your financial goals when there are so many competing pressures in everyday life. We are able to provide you with the knowledge and expertise to avoid the traps and keep you on track to achieving your financial goals.
Grant Loechel – MFP, DipFP, CFP, Cert IV F&MB, JP(Qual)
Grant Loechel is a fully qualified Senior Financial Planner and Managing Director of iPlan Financial Services Australia. Grant commenced his career as a planner in 1994, became a CFP (Certified Financial Planner) in 1998 and went on to complete his Masters in Financial Planning in 2004. In his spare time Grant enjoys squash and trail bike riding with his sons and in the past has been involved in the Variety Bash Queensland which raises funds for young disadvantaged Queenslanders.
Alicia McCaul – DipFP(FS)
Alicia McCaul is iPlan Financial Services Paraplanner and is responsible for providing comprehensive advice documents to the financial planning team. When Alicia is not working hard on creating plans to achieve your financial goals, she loves travelling to tropical locations and maintaining a healthy, happy lifestyle.
Lea Loechel – DipB, DipBMan, DipHR
Lea Loechel handles client liaison for iPlan and is the friendly face welcoming clients as a receptionist. Lea enjoys seeing clients improve their financial position and is an active member of The Queensland Choir who perform concerts numerous times every year.
Katherine Martin has been in the Financial Services Industry since 2011. Originally working within the mortgage broking sector. Katherine is responsible for Administration and Client Services for iPlan Financial Services. In Katherine’s spare time, she enjoys spending time with her young daughter and exploring new places.
Kaydon Loechel – BME
Kaydon Loechel works part-time at iPlan and has recently graduated with a Bachelor of Mechanical Engineering from QUT. Kaydon brings a vibrant, positive and energetic vibe to the office and handles the accounts. In his spare time Kaydon is studious, enjoys playing touch football and also fishing.
Wilson Lam works part-time at iPlan as a Client Services Officer and IT Support. Wilson is studying a Bachelor of Advanced Finance and Economics (Honours) at UQ and hopes to work within the Finance industry well into the future. He also enjoys socialising and playing all sorts of sports.