Professional Practice 25+ Years

How We Help?

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  • Financial Planning for Pre-Retirees
  • Aged Care
  • Wealth Builder
  • Same Sex Financial Planning

What We Do?

Meet Our Team

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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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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

Practice Manager

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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Lachlan Brown, BBus(FP)

Associate Paraplanner of Abound Financial & Lifestyle Planning

My qualifications/experience…

Bachelor of Business (Financial Planning) from RMIT

My other interests are…

I enjoy all aspects of footy (AFL) including playing for over ten years and are a long time member of the North Melbourne Football Club.

I want to make a difference by…

Helping the Abound advice process in any way I can which can translate into the best results for our clients.

I value…

Being active, friends and family. I am looking forward to a long career in financial planning helping people achieve their goals.

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

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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

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

Contact Us

Fill in the form below if you would like to see how we could assist your financial planning goals.

Contact us by Phone
(03) 9373 3500