Our Head of Advice
Peter Johnson CPA, Ffin, ACIS, Prof Cert SMSF  Peter is a CPA and former public practitioner with over 21 years experience. During the past 21 years Peter has put together the Trust documentation and associated structures for in excess of 22,000 Self Managed Superannuation Funds (SMSF's) on behalf of hundreds of Accountants around Australia.  He has never had one challenged. Peter previously ran his own Financial Planning Business as part of an Accounting Practice. Given Peter's obvious specialisation in this area coupled with the significant opportunities available to SMSF Clients (not the least of which are recent amendments to the SIS Act allowing SMSF's to borrow) it was a natural fit for Peter to join I-Plan Financial Planning and work alongside SMSF Loans Pty Ltd*. In addition to undertaking specific Advice work, Peter personally reviews all Statements of Advice pertaining to the establishment or review of SMSF's. I-Plan Financial Planning is extremely pleased to have someone of Peter's credibility and experience as Head of Advice. To download a copy of Peter's Financial Services Guide (FSG) please CLICK HERE. Peter is an Authorised Representative of HNW PLanning Pty Ltd (AFSL 225216).  Authorised Representative Number 249854. * SMSF Loans is a related entity

I-Plan Financial Planning Pty Ltd is a wholly-owned subsidiary of the I-Financial Group, and an authorised representative of HNW Planning Pty Ltd, AFSL 225216 (ABN 42 083 745 055 )