At Moneyplan we provide a friendly environment. This helps our clients feel relaxed and comfortable, knowing that our advisers have both the knowledge and desire to understand our clients real needs, values and aspirations.

Garry Ransome Moneyplan Australia Financial Planners

Garry Ransome

Financial Adviser
Managing Director
E: garryr@moneyplan.com.au

Favourite Things In Life:
My wife (Lisa) and 3 girls (Courtenay, Georgia and Bella), Footy, Golf and Catching up with friends

Garry joined Moneyplan in 1997, after more than 15 years in various roles within the financial services industry, he is an owner and the managing director of the practice.

Garry is the manager of the financial planning team and is keen on fostering ideas within the staff to provide the best strategic advice to our clients and to provide the best ongoing service in a timely manner.

Garry has achieved the internationally recognised CERTIFIED FINANCIAL PLANNER® designation, the highest achievement within the profession. Garry is also a SMSF Specialist Advisor™ (SSA™) recognised by the Self-Managed Super Fund Professionals Association of Australia (SPAA).

Garry has lived in the Northern Suburbs of Melbourne for his whole life and played football in the Essendon Districts for more than 30 years, including Super rules.  After the body finally screaming enough is enough, Garry now enjoys a round of Golf in the Northern Golf Club in Glenroy.

watch the video below to learn more about Garry

 

David Russell Moneyplan Australia Financial Planners

David Russell

Financial Adviser / Director
E: david@moneyplan.com.au

Favourite Things In Life:
Time with family, holidays and a day at the races.

David is married with two young children, in his late 30’s and has been working in the financial planning industry and with Moneyplan since 2002.  He is an owner and director of the practice and has completed the study to obtain the internationally recognised CERTIFIED FINANCIAL PLANNER® designation, the highest achievement within the profession. More recently David completed study to achieve the LRS® Life Risk Specialist mark.

Being young, David can be there for you over the next 25 – 30 years to support each phase of your wealth accumulation and retirement plans.  He believes in developing long term relationships with his clients, which will improve their financial position through really understanding their values, needs and aspirations.

David’s other qualifications include a Bachelor of Business Degree and Diploma of Financial Planning (Financial Services).

watch the video below to learn more about david

 

Evelyn Ali Moneyplan Australia Financial Planners

Evelyn Ali

Financial Adviser
E: evelyn@moneyplan.com.au

Favourite Things In Life:
Travelling, movies and keeping fit through jogging and tennis.

Evelyn joined Moneyplan in 2004 following a career in various accounting roles.

Evelyn tries to make her clients feel relaxed and comfortable whilst working together to achieve their goals.

“At Moneyplan we pride ourselves on providing individual service that enables you and your adviser to develop a long term relationship.  Through spending time understanding you and your needs, we can improve your financial position now and into the future.”

She is committed to a long term career in financial planning and will be there to support you into your retirement years. Evelyn has recently taken on the role at Moneyplan in driving the Aged Care strategic advice side of the business.

Evelyn is a CERTIFIED FINANCIAL PLANNER® professional, the highest achievement within the profession. Her other qualifications include a Bachelor of Business (Accountancy and Law) and a Diploma of Financial Services (Financial Planning).

Evelyn is happily married, with two daughters and has lived in the North West suburbs of Melbourne all her life.

watch the video below to learn more about evelyn

 

Rick Daquino Moneyplan Australia Financial Planners

Rick DaquinO

Financial Adviser / Director
E: rick@moneyplan.com.au

Favourite Things In Life:
Football, cycling and coffee.

Rick joined Moneyplan in November 2010 after he merged his previously established WealthPlan Personal Advisers and is still based in the Northcote office. He is an owner and director of the practice.

Rick provides  advice on all areas of financial planning and has specialist knowledge in life insurance. His qualifications include an Advanced Diploma of Financial Services (Financial Planning), a Bachelor of Arts and he is also recognised as an ASX Accredited Listed Product Adviser (ALPA).

Rick is always striving to achieve new heights in every aspect of financial planning. Listening skills, fluid communication and diligent research are crucial elements of any financial strategy – but more importantly Rick is a planner who is prepared and willing to commit the time and energy required, to implement the appropriate financial strategy for each and every client.

Rick is married with two young children.

watch the video below to learn more about rick

 

Jayden Lenon Moneyplan Australia Financial Planners

Jayden Lenon

Financial Adviser
E: jayden@moneyplan.com.au

Favourite Things In Life:
Travelling Australia and the world with my wife, staying physically active and spending time with family/friends.

Jayden is passionate about helping his clients get their finances in order, developing a smart plan for the future and becoming a partner in managing their affairs, through a long term relationship.

Jayden has always had a strong interest in finance, which ultimately led him to study a Bachelor of Business degree majoring in finance. He joined Moneyplan in 2011 and over time has witnessed the value that financial planning provides to those who seek advice.  In addition to a degree, Jayden has completed a Diploma of Financial Services (Financial Planning) and the study to obtain the internationally recognised CERTIFIED FINANCIAL PLANNER® designation, the highest achievement within the profession.

watch the video below to hear why jayden loves his work

 
 

Get in touch

Our tailored advice is designed to give you peace of mind. Moneyplan is a boutique financial planning and wealth management practice located in North Essendon. If you would like one of our staff to contact you please don't hesitate to contact us.

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