Business Profile

Mission Statement
Life Planning Solutions will provide a comprehensive financial planning service to our clients, be recognised as a technical and intellectual leader, form quality partnerships with its suppliers and fulfill the aspirations and requirements of its team members, shareholders and the community.

The Life Planning Solutions Difference
Our holistic approach to financial planning is designed to manage all of your financial needs over time, to enable you to succeed in achieving your lifetime goals through financial independence.

We pride ourselves on the quality of our service and advice being of the standard that you feel comfortable recommending us to your friends, family and business associates.

Certified Quality Advice Practice

Life Planning Solutions is one of a select number of businesses that has been awarded Certified Quality Advice Practice status by Charter Financial Planning. This programme sets an industry benchmark for providing high-quality financial advice. The certification is supported by industry qualification, demonstrated best practise business operations and proven success in meeting the financial planning needs of clients.

Comprehensive Service Offering

Team Members

Ace Ilievski CFP^®, B.Ec, F Fin, SSA^TM is an authorised representative of Charter Financial Planning and has been providing financial planning advice for nine years. He has been with Life Planning Solutions for six years.

Dennis Georgiou B.Bus, CA, CA Fin. Plan specialist, SSA SMSF Specialist Advisor is an authorised representative of Charter Financial Planning and has been providing financial advice for ten years through Life Planning Solutions.

John Bartolo B. Financial Advising has been with with Life Planning Solutions for over one year and is currently the Team's Paraplanner. 

Helen Rassokhina MM, B. Ec. MIPA is our newest member and is supporting Life Planning Solutions as a Client Service Officer.

Financial Services Licensee

Charter Financial Planning
Established in 1996, Charter Financial Planning Limited is an Australian Financial Services Licensee, licence number 234665, that is committed to providing exceptional financial planning advice through its network of professional and well-equipped authorised representatives. As part of the AMP Group, it has a prominent and solid standing in the finance industry. In line with its professional approach, Charter is a member of the Financial Planning Association (FPA) and observes a strict and comprehensive Code of Professional Conduct which sets a minimum acceptable level of service.