PlanBiz has been in the business of providing practical and affordable financial advice to clients of Northern NSW and beyond for over 25 years. In 2015, Sean Garvan was appointed as the new principal adviser following David & Julie Kearns' decision to embark on an exciting and challenging career change into education.
Being born and bred in Lismore, Sean was delighted to be given the opportunity to take over the reigns from David & Julie. Sean has over 10 years experience in financial services, with a strong background in lending and cashflow advice. He believes that financial strategy and advice should only be as complex as it absolutely needs to be, and should be communicated to our clients in an easy to understand way.
Being born and bred in Lismore, Sean was delighted to be given the opportunity to take over the reigns from David & Julie. Sean has over 10 years experience in financial services, with a strong background in lending and cashflow advice. He believes that financial strategy and advice should only be as complex as it absolutely needs to be, and should be communicated to our clients in an easy to understand way.
Services
Do you have a specific financial or life challenge that has popped up and you're not sure how to tackle it?. Are you about to undergo a major change in your circumstances like retirement or welcoming a new family member?. Is there something financial on your 'To Do' List that has been there for far too long and you just want it gone?.
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