About Financial Planning Services

John has been helping clients achieve their desired lifestyle outcomes for over 40 years. With a career in financial planning that began in 1982, he has witnessed firsthand the profound difference a well-structured financial plan can make in someone’s life. For John, it’s not just about the numbers — it’s about guiding people toward a future they can feel confident about. He is passionate about helping clients understand their financial choices and empowering them to make decisions that lead to better outcomes. John believes that clarity is key, and he takes pride in making complex financial matters accessible and meaningful for the people he works with. Throughout his career, John has also been an active contributor to the financial planning profession. He has been involved with various community organisations and professional associations, and has shared his expertise as an industry trainer over many years — mentoring others and helping raise the standard across the field. With a wealth of experience and a genuine commitment to his clients’ success, John continues to make a lasting impact on the lives of those he works with. Advanced Diploma of Financial Planning (DEAKIN) / Graduate Diploma of Financial Planning (KAPLAN)

Martin joined the Financial Planning industry in 2020 after a long career working as a Geologist in the mining sector. He learned the value of hard work and education early on, and has always been driven by a desire to build a better future — both for himself and for those around him. For Martin, financial planning is more than just a career — it’s about people. Having seen firsthand the difference great advice can make, he’s passionate about helping individuals and families make confident, informed decisions about their financial future. He believes that financial planning is ultimately about empowering people to live the lives they want, and he finds great fulfilment in being part of that journey. Naturally warm and approachable, Martin excels at building strong relationships and putting clients at ease. He’s currently completing his Master of Financial Planning with the goal of becoming a Certified Financial Planner®, further strengthening his ability to serve and support clients with both knowledge and care. Bachelor of Applied Science (QUT) / Master of Business (QUT) / Graduate Diploma of Financial Planning (KAPLAN)

Lauren Schultz is a valued member of the FPS team, bringing over 15 years of industry experience to her role. Her journey in financial services began unexpectedly, filling in at her father’s financial planning firm in Woolloongabba. What started as a temporary role quickly became a passion, and she remained with the firm until her father’s retirement. Over the years, Lauren has gained deep expertise across all areas of Client Services, having worked in both small boutique firms and large-scale practices. This breadth of experience has given her a strong foundation and a wealth of practical knowledge. As Client Service Manager, Lauren plays a key role in overseeing the day-to-day operations and works closely with our Financial Advisers to ensure our clients receive exceptional care. She has a deep understanding of the unique needs and challenges clients face and is driven by a genuine desire to help people reach their goals. Lauren thrives on being part of the journey as clients put their financial plans into action and take steps toward a more secure future.

Abbey Stoddart is a recent addition to the financial services industry, bringing with her a strong background in customer service and a genuine passion for helping people. After a successful career in hospitality, Abbey made the decision to transition into finance, drawn to a profession where people remain at the heart of the work. As an Administration Officer, Abbey plays a key role in supporting the team and ensuring a smooth experience for clients. Her warm, approachable nature and commitment to service excellence make her a valuable asset to both colleagues and clients alike. Abbey thrives in a team of passionate professionals and enjoys being part of an industry that makes a meaningful difference in people’s lives. Her client-first mindset, shaped by years of customer-focused experience, ensures she brings care and attention to every interaction.