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 is a Certified Financial Planner (CFP) and a Chartered Accountant and has over 30 years experience in the financial services sector. He has been providing financial planning advice since 1986 and has experience in all facets of financial planning, including wealth creation, retirement planning and superannuation.
	Lis Keilty is a Certified Financial Planner (CFP) and a Chartered Accountant and has over 28 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 for 25 years and works closely with Glenn and Lis in servicing our financial planning clients.