Josh Pennell, CFP®


Name Josh Pennell CFP®
Company OzPlan Financial Services Pty Ltd
Address 9 Jasper Road
Bentleigh, VIC 3204
Phone 00 95577654

I am extremely passionate about helping people achieve their lifestyle and financial goals. I have over 20 years experience in the Finance industry, hold a Bachelor of Business degree in Economics & Finance, I am a Certified Financial Planner & a member of the Financial Planning Association of Australia. My clients are typically: • Business owners;• Professionals• Senior employees & managers across all trades & industries;• SMSF members or those considering an SMSF;• Anyone who has recognised the need (or wants to discuss the importance of) prioritising their lifestyle & financial future so they can lead an enjoyable and comfortable life; • People approaching retirement;• Retirees; I work with my clients in an ethical & professional manner to help them: • Have greater peace of mind & sleep better at night;• Retire earlier; • Have a more comfortable retirement;• Have a life - Outsourcing the management of their finances gets better results & gives them more time to do the things they love• Answer unanswered questions such as – What is the best way to build wealth? Do I have enough to retire? Will my hard earned nest egg last the rest of my retirement? • Make informed, educated & researched decisions with their finances; • Simplify & improve the structure & management of their affairs; • Minimise tax; • Protect wealth if unexpected events occur; • Protect their business & family if they or their business partner(s) can no longer actively run the business

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