At PLM Financial Group Pty Ltd, we focus on developing long term relationships with our clients and will partner with you to deliver strategies tailored to your individual situation. As a valued client, you will have access to both your adviser and our experienced customer service team who are an integral part of the delivery of our professional and personalised services.
Our focus is on results for our clients. We achieve this through tailored quality advice, attention to detail, ongoing communication and personalised open partnerships designed to mentor and guide you towards your goals.
We continuously update our knowledge, education and experience to ensure we provide tailored financial outcomes for you. We build trust by acting with integrity and professionalism and always deliver on our promises.
Andrew Price - Principal Financial Planner
With over 20 years in the industry, Andrew has specialist skills across many fields, including Retirement Planning, Superannuation, Investment Strategies and Wealth Creation to name a few. He has worked for a variety of leading companies including NAB Financial Management, AMP, Norwich Union, Bank of Melbourne and Westpac and has held senior management roles within financial planning operations for a number of accounting practices.
Andrew is one of a select few financial planners that are Fellows of the Financial Services Institute of Australasia and was chosen to be an active mentor to other financial planners within the industry. Andrew holds a Masters of Applied Finance, is a Certified Financial Planner and Life Risk Specialist with the Financial Planning Association of Australia. He holds a Graduate Diploma in Financial Planning and is a member of the Association of Financial Advisers and the SMSF Association.
Kathryn Stephens - Practice Manager
Kathryn has over 20 years working in financial services and has held various roles including within compliance, process improvement, general insurance and recruitment consultancy.
She holds a Post Graduate Diploma in Business Management, Bachelor of Applied science, Diploma in Financial Advising (Financial Services) and a Diploma in Financial Planning.
Certified Financial Planners: Advice you can Trust
We are Proud Sponsors of:
Our Corporate Partners
As a provider of professional financial advice, we are required to be an Authorised Representative of an Australian license holder.
As a Corporate Representative of Financial Services Partners Pty Ltd (FSP), PLM Financial Group Pty Ltd benefits from a broad range of advice related services and business support including;
- professional industry training and accreditation
- product and strategic advice research
- technical support
- technology and innovation
Partnering with FSP assists us to provide quality advice and professional services to you, our clients.
PLM Financial Group Pty Ltd as The Trustee for A & K Price Family Trust trading as PLM Financial Group Corporate Authorised Representative Financial Services Partners Pty Ltd ABN 15 089 512 587 AFSL 237590
The information provided, including any tax information, is general information only and does not constitute personal advice. It has been prepared without taking into account any of your individual objectives, financial situation or needs. Before acting on this information you should consider its appropriateness, having regard to your own objectives, financial situation and needs. You should read the relevant Product Disclosure Statements and seek personal advice from a qualified financial adviser.