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Focus Point

MEET OUR STRATEGIC
PARTNERSHIPS TEAM

Experience and expertise for businesses
with complex needs

 

 

Our members cite our level of superior BDM support as one of the greatest benefits of membership, and reasons for their loyalty.
Our BDMs are on hand to provide you with expert business advice and tailored support. You'll receive invaluable mentoring, together with structure and accountability.
Whether you plan to extend your client base or diversify your business offering, our BDMs have the knowledge and experience to get you on the right track, and support you on the journey.

 

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Assistance for businesses with an interstate or national presence



Specialist support for financial planning, accounting or property businesses, where debt services is not your core activity.

Customised technology solutions to suit your business 

STEVE BOURNE, HEAD OF STRATEGIC PARTNERSHIPS

Steve brings over 20 years’ experience in the mortgage broking and financial planning industries. He spent the first six years of his career as a self-employed mortgage broker based in Sydney providing advice across all aspects of lending.

Steve holds a unique skill set having worked with business owners across both the broking and wealth industries. He believes firmly in the value of the debt advice and/or financial advice that our brokers provide  the end customer and is passionate about working with business owners to realise their aspirations. 

M: 0405 105 352

E: steve.w.bourne@planaustralia.com.au

L: @Steve-Bourne

OUR STRATEGIC PARTNERSHIPS TEAM

Tim Ford

M: 0477 721 397
E: tim.ford@planaustralia.com.au
L: @tim-ford

Nick Green

M: 0455 077 935
E: nick.green@planaustralia.com.au
L: @nick-green

Bob Masalkovski

P: 0419 971 049
E: boris_masalkovski@planaustralia.com.au
L: @boris-masalkovski

Mark Montalto

M: 0411 963 044
E: mark.montalto@planaustralia.com.au
L: @mark-montalto

 

Simon Munkelt

P: 0423 024 500
E: simon.munkelt@planaustralia.com.au
L: @simon-munkelt

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