Serving Clients for over 25 Years
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PlanBiz has been in the business of providing practical and affordable financial advice to clients of Northern NSW and beyond for over 25 years.
In 2015, Sean Garvan was appointed as the new principal adviser following David & Julie Kearns' decision to embark on an exciting and challenging career change into education. Being born and bred in Lismore, Sean was delighted to be given the opportunity to take over the reigns from David & Julie. Sean has over 10 years experience in financial services, with a strong background in lending and cashflow advice. He believes that financial strategy and advice should only be as complex as it absolutely needs to be, and should be communicated to our clients in an easy to understand way. Sean also believes that sometimes the best advice can be to 'keep doing what you're doing' and it can be extremely valuable for clients to hear this and have affirmation that they are on the right path. |