Financial Services

Patison Partners is directly affiliated with OzPlan Financial Services Pty Ltd. OzPlan provides all financial planning services to Patison Partners' clients.

OzPlan is based in the Latrobe Valley and services clients throughout Gippsland. Glenn Setches and Lis Keilty are both Authorised Representative of OzPlan Financial Services Pty Ltd. They are responsible for providing the financial planning advice. All advice provided by OzPlan Financial Services is impartial and the initial consultation is free and without obligation.

	Glenn Setches brings to the Warragul and Pakenham offices over 30 years of experience in the financial services sector. He is a Certified Financial Planner and Chartered Accountant. He has been providing financial planning advice since 1986 and has experience in all facets of financial planning. Glenn is focused on ensuring clients receive the most competent service in relation to their Retirement and Wealth Creation requirements.
	Lis Keilty is a Certified Financial Planner (CFP) and a Chartered Accountant and has over 30 years experience in the financial services sector. She has been providing financial planning advice since 1996 and has experience in all facets of financial planning, including wealth creation, retirement planning and superannuation.
	Yvonne Pike has been with Patison Partners since 1983 and has a wealth of knowledge to assist in the financial planning and tax administration areas of our business. Yvonne has completed a Diploma of Financial Planning and works closely with Glenn and Lis, our Financial Planners. Yvonne manages our investment portfolio service for clients, and can assist in the Purchase and Sale of Shares.