Personal advice

If you’re after more than just general advice on your Tasplan super (included at no extra cost with your Tasplan membership), you can meet with a Tasplan financial planner.

Our financial planners can give you comprehensive personal advice on all of your finances, not just your super.

We’re with you for your total advice journey

Because we’re a part of Tasplan, we’re with our members from the time they start working, right up until retirement and beyond.

We’re the experts

We know Tasplan Super inside out. This means that we have a better view of our members’ super and how that links in with your total financial situation.

We know ‘defined benefits’

Defined benefits schemes are often complicated and confusing and not all financial planners have the expertise to manage them. If you have an RBF defined benefits account, it’s reassuring to know that our planners are knowledgeable in RBF products and can help ensure you’re on the right path to achieve your financial goals.

We listen

We take into consideration your individual financial situation and help define your financial goals. We work with you to develop a strategy that best suits you, providing you with confidence about your financial future.

Services we offer

  • investment and cash flow strategies
  • investment outside super that includes managed funds, bonds and shares
  • growing your wealth
  • planning a financial head start for your children or grandchildren
  • taxation management
  • debt management
  • wealth protection
  • transition to retirement
  • retirement planning, knowing when you can afford to retire
  • estate planning
  • super options outside of Tasplan, e.g. is a wrap fund or an SMSF right for you?
  • Centrelink.

Why choose Tasplan financial planning?

Our fees are fixed

Tasplan's financial planning operates on a fee for service basis. We have set fees for preparing a Statement of advice and a flat fee for ongoing advice, if required, both of which depend on the complexity of the advice.
We’ll always let you know the advice cost upfront after your initial conversation, so you’ll never get a shock.

We put you first

We discuss strategy first and come up with an option that’s appropriate to your needs.

First, we’ll get to know you

At your first appointment, we’ll gain an understanding of your individual situation and discuss your financial goals. Importantly, we’ll let you know how we can add value to your personal situation.

After your initial appointment, you're under no obligation to continue any further.

You may be able to pay for advice out of your super account

If you prefer, you may be given the option to conveniently pay for advice fees out of your Tasplan account rather than out of your take-home pay.

Let us help you achieve the lifestyle you want

We’re committed to helping people like you to live the lifestyle you want, now and in the future.

If you’d like to make an appointment with one of our qualified financial planners to help achieve your financial goals:

1. Contact us
Email us at advice@tasplan.com.au or call us on 1800 005 166 for a referral.
We’ll arrange for a financial planner in your area to contact you.

2. Meet with a financial planner
The planner will gain an understanding of your individual situation and discuss your financial goals.

3. Get a quote
You’ll get a fixed price quote – there are no commissions (either upfront or ongoing).

4. Decide if you’d like to go ahead
If you're happy with the quote and your initial meeting, you can give approval to your planner and they can start to work on your plan.

Meet the team

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Sid Taberlay

Sid is a fully-qualified financial planner with extensive experience in the super sector.

Sid’s qualifications:

  • Advanced Diploma of Financial Planning
  • Diploma of Financial Planning (RG146).

He is a member of these professional associations:

  • Financial Planning AFP® member of the Financial Planning Association of Australia.

Sid listens carefully to his clients to gain a strong understanding of their needs and aspirations. He uses this to develop a financial plan that fits his clients’ requirements, giving them peace of mind that they’re in caring hands.

Sid is employed by Tasplan Pty Ltd and provides advice as an authorised representative of Quadrant First Pty Ltd AFSL 284443 ABN 78 102 167 877. His authorised representative number is 001007622.

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Michael Jordan

Michael is a fully-qualified financial planner with extensive experience in the super sector.

Michael’s qualifications:

  • Bachelor of Commerce (Finance, Marketing, and Business Management) Degree from the University of Tasmania
  • Graduate Diploma of Financial Services from Kaplan Professional (FINSIA).

He is a member of these professional associations:

  • Financial Planner AFP® member of the Financial Planning Association of Australia.

Michael looks forward to working with clients to achieve their best possible financial and lifestyle outcomes.

Michael is employed by Tasplan Pty Ltd and provides advice as an authorised representative of Quadrant First Pty Ltd AFSL 284443 ABN 78 102 167 877. His authorised representative number is 342544.

Looking for financial advice in NSW or Victoria?

Tasplan has partnered with the Association of Independently Owned Financial Professionals (AIOFP) to provide financial advice wherever you are in NSW and Victoria.

Through this partnership, you can benefit from advice from financial planners who own their own practice.