We help you to establish your lifestyle goals and create a plan to set you on the path to financial security, while you enjoy your life each step of the way.

We take the complexity out of financial planning by cutting through the confusion and helping you to make informed decisions about your money and your financial future.

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Who We Help?

Whether you are seeking to secure your family’s future, pay off your mortgage, looking to build wealth or planning for retirement, we can help.

At Abound Financial and Lifestyle Planning we work with our client’s long term. We can help you at each and every stage of your financial journey. With regular reviews, we make sure that your financial strategy is up to date with the latest and most relevant issues in the world of finance, so you can relax knowing you’re not alone when it comes to managing your money and financial future.

How We Help?

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  • Financial Planning for Pre-Retiree’s
  • Financial Planning for Busy Professionals
  • Financial Fitness for Women
  • Same Sex Financial Planning Advice Specialists
  • Tools & Education

Your privacy is important to us and Charter Financial Planning Ltd which is part of AMP. You may request access to your personal information at any time by calling us on 03 9373 3500 or contacting AMP on 1300 157 173. Information collected will be subject to AMP's Privacy Policy. You can also contact us or AMP if you do not wish to receive information about products, services or offers available from us or AMP from time to time.

Meet Our Team

We are a caring and close-knit team of professionals who love working together and helping our clients through life’s changes in order to assist them achieve their financial and lifestyle goals.

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Richard Brown CFP®, CPA, BBus(Acc)
Director of Abound Financial & Lifestyle Planning, Abound Paraplanning, Senior Financial Adviser and has extensive experience in financial planning, accounting and tax.
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Clinton Smith CFP®, BBus(FP)
Director of Abound Financial & Lifestyle Planning, Abound Paraplanning, Senior Financial Adviser and has extensive experience in financial planning and same sex advice.
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Milan Petrovic CFP®, BBus (Eco&Fin)
Partner and Head of Abound Paraplanning who specialises in the development and management of advice documentation.
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Suzanne Alexander GradDipFinPlan
Financial Adviser who specialises in helping women embrace their financial journey.
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Peter White CFP®, BBus(Eco&Fin)
Financial adviser who enjoys coaching busy professionals by keeping them accountable to achieving their goals.
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Fiona Reid
Associate Adviser who assists Financial Planners with advice documentation and implementation
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Michelle Morgan
Office & Financial Planning Administrator and responsible for coordinating client services in the office
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Sophie Shaw-Johnston
New Business Implementation Assistant who assists with Centrelink implementation and client services
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Martine Baillon
Office & Financial Planning Administrator and responsible for coordinating client services in the office.
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Richard Brown CFP®, CPA, BBus(Acc)

Director of Abound Financial & Lifestyle Planning, Abound Paraplanning, Senior Financial Adviser and has extensive experience in financial planning, accounting and tax. 

My qualifications/experience…

Bachelor of Business Studies (RMIT), Certified Financial Planner & Certified Practising Accountant.

My other interests are…

I enjoy all sports! I have been actively participating in Triathlons over the last few years.

I want to make a difference by…

Helping people with direction by understanding their goals and aspirations and then translating this into a workable, realistic financial plan.

I value…

Above all my family! From a business perspective I value my position and I treat clients exactly how I would like someone to treat me that is with respect, integrity and commitment.

Ph: 03 9373 3500
Email: Richard@aboundlp.com.au
Linked In: https://www.linkedin.com/company/abound-lifestyle-planning?trk=top_nav_home

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Clinton Smith CFP®, BBus(FP)

Director of Abound Financial & Lifestyle Planning, Abound Paraplanning, Senior Financial Adviser and has extensive experience in financial planning and same sex advice.

My qualifications / experience:

I have completed a Bachelor of Business (Financial Planning) at RMIT University. I am a Certified Financial Planner (CFP) and a member of the Financial Planning Association.  I have been working in the financial planning industry since 2000, gaining experience in both large corporations and boutique firms.

My other interests are…

Relaxing with friends and family and travelling.

I want to make a difference by…

Helping clients achieve dreams they never thought were possible.

I value…

Compassion, trust, understanding and friendship.

Ph: 03 9373 3500
Email: Clinton@aboundlp.com.au
Linked In: https://www.linkedin.com/company/abound-lifestyle-planning?trk=top_nav_home

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Milan Petrovic CFP®, BBus (Eco&Fin)

Partner and Head of Abound Paraplanning who specialises in the development and management of advice documentation.

My qualifications/experience…

I have completed a Bachelor of Business (Economics and Finance) at RMIT University. I am a Certified Financial Planner (CFP) and a member of the Financial Planning Association.

I have been working in the financial planning industry since 2001. I have been at Abound Lifestyle Planning since the commencement of my financial planning career and Head of Abound Paraplanning since 2012.

My other interests are…

I enjoy all types of sports as a way of exercising and relaxation. I enjoy all of the good things that life has to offer and try to make the most of every opportunity.

I want to make a difference by…

Helping out the people around me and sharing my thoughts on various issues.

I value…

Integrity, consistency and an open mind. Progress and passion.

Ph: 03 9373 3500
Email: Milan@aboundparaplanning.com.au
Linked In: https://www.linkedin.com/company/abound-lifestyle-planning?trk=top_nav_home

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Suzanne Alexander GradDipFinPlan

Financial Adviser who specialises in helping women embrace their financial journey.

My qualifications / experience:

Graduate Diploma of Financial Planning and Graduate Diploma of Applied Finance. I am a member of the Association of Financial Advisers (AFA) and have been involved in the finance industry since 2005.

My other interests are…

Spending time with family and friends, health, fitness and wellbeing.  I enjoy travelling and I love exploring new sights and cultures.

I want to make a difference by…

Helping women make educated decisions about their financial future and empower them to embrace their financial journey to live a lifestyle of their dreams.

I value…

Trust, understanding and friendship.

Ph: 03 9373 3500
Email: Suzanne@aboundlp.com.au
Linked In: https://www.linkedin.com/company/abound-lifestyle-planning?trk=top_nav_home

 

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Peter White CFP®, BBus(Eco&Fin)

Financial adviser who enjoys coaching busy professionals by keeping them accountable to achieving their goals.

My qualifications / experience:

I have completed a Bachelor of Business (Economics and Finance) at RMIT University. I am a Certified Financial Planner (CFP) and a member of the Financial Planning Association. I have been working in the financial planning industry since 2005, gaining experience in various financial planning practices.

My other interests are…

Playing competition tennis, following the magpies in the AFL and catching up with my family.

I want to make a difference by…

Doing all the little things to help achieve big things.

I value…

The building of ongoing relationships and passion in whatever you do.

Ph: 03 9373 3500
Email: 
peter@aboundlp.com.au
Linked In:
https://www.linkedin.com/company/abound-lifestyle-planning?trk=top_nav_home

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Fiona Reid
Associate Adviser

Associate Adviser who assists Financial Planners with advice documentation and implementation

My qualifications/experience…

Diploma in Regulated Financial Planning Level 4 from the Chartered Insurance Institute in London, United Kingdom. My work experience encompasses over 15 years in the Financial Planning industry both in the United Kingdom and Australia.

My other interests are…

Spending time with family and friends, travelling and swimming.

I want to make a difference by…

Helping clients embrace their financial journey, being reliable and helpful and someone our clients and fellow team members can depend on.

I value…

Honesty, integrity and friendship.

Ph: 03 9373 3500
Email: Fiona@aboundlp.com.au
Linked In: https://www.linkedin.com/company/abound-lifestyle-planning?trk=top_nav_home

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Michelle Morgan

Office & Financial Planning Administrator and responsible for coordinating client services in the office.

My qualifications/experience…

I have been involved in the conveyancing industry for 30 years and the Financial Planning industry since 2009.

My other interests are…

Watching the Western Bulldogs play football, cooking, shopping & real estate.

I want to make a difference by…

Being compassionate, understanding & tolerant towards people and hopefully someone they can rely/depend on.

I value…

Time spent with and helping family and friends.

Ph: 03 9373 3500
Email: michelle@aboundlp.com.au
Linked In: https://www.linkedin.com/company/abound-lifestyle-planning?trk=top_nav_home

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Sophie Shaw-Johnston

New Business Implementation Assistant who assists with Centrelink implementation and client services

My qualifications/experience…

My working experience encompasses over 20 years in the Financial Planning industry.

My other interests are…

Shopping, going to the gym and dining out.

I want to make a difference by…

Being reliable and helpful, someone our clients and staff can depend on.

I value…

Spending time with my family and friends.

Ph: 03 9373 3500
Email: sophie@aboundlp.com.au
Linked In: https://www.linkedin.com/company/abound-lifestyle-planning?trk=top_nav_home

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Martine Baillon

Office & Financial Planning Administrator and responsible for coordinating client services in the office.

My qualifications / experience:

Many years in the retail travel industry, 7 years in accounting as an administrator

My other interests are…

Family, holidays, tennis, reading

I want to make a difference by…

Assisting with business and financial planning processes and making things easier, also helping the other admin team members and management.

I value…

My family and working here at Abound as I am grateful to be part of such a great team.

Ph: 03 9373 3500
Email: 
martine@aboundlp.com.au

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Testimonials

Our association with Abound Lifestyle Planning over the past 10 years has confirmed our confidence in, and respect for their integrity and skill in handling our financial affairs.

We have every confidence in Richard Brown in handling our portfolio’s and impressed by his helpfulness and readiness to explain any matters which may arise and, not least, by the friendliness of all members of staff with who we have come in contact.

We appreciate and enjoy our dealings with this organization.

Ian and Dawn Wassell retirees – Essendon Retirees

I had some superannuation money that needed to be invested and Abound Financial & Lifestyle Planning came highly recommended for service and advice. I was seeking financial advice after taking a package from work. The most valuable benefit is that all the financial information we have received over the years has been explained in easy to understand terms and it has always turned out to be the best advice for our circumstances. Also when the market changes and our investments are not getting their best returns we are given welcome advice on what is the best thing for us, not what is best for anyone else.

Jenny Day Sunbury, Victoria 40’s & Pre-retirees

The amount of information both in newsletters and from Richard Brown to give us direction in managing our funds has been the most valuable aspect from Abound Financial & Lifestyle Planning. Many friends tell us they do not have this advantage with their financial planners. We consider ourselves very well looked after.

Diane Tullberg Dromana, Victoria Retirees

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Contact Us


Your privacy is important to us and Charter Financial Planning Ltd which is part of AMP. You may request access to your personal information at any time by calling us on 03 9373 3500 or contacting AMP on 1300 157 173. Information collected will be subject to AMP's Privacy Policy. You can also contact us or AMP if you do not wish to receive information about products, services or offers available from us or AMP from time to time.

Abound Financial & Lifestyle Planning

Level 1, 416 Mt Alexander Road,
Ascot Vale, VIC, AUSTRALIA 3032

Level 4, 114 William Street,
Melbourne, VIC, AUSTRALIA 3000

 

Postal Address
PO Box 393,
Flemington, VIC, AUSTRALIA 3031

Phone (03) 9373 3500
Fax (03) 9326 2171
Email info@aboundlp.com.au