Since starting Success Planning, we have helped over 1,000 clients and families from all backgrounds and industries acheive security and certainty with insurnace benefits within their industry or employer superannuation. We want to help you too.
We have managed more than 100 claims for our clients and want to partner with to help remove the stress from and future claim you may have. Let's work together to get you the strong financial base via superannuation & insurance protection you need to plan your future success. You are assured that by working with us, if something does happen you, will have the right frame of mind to recovery as our office will be looking after your claim.
Scroll down for some of our clients testimonials.
Management and Staff Biographies
Sean Robbie
Managing Director, Senior Advisor & Authorised Representative # 245166
Success Planning's principal, Sean Robbie is a practitioner member of the Association of Financial Advisers (Australia) and local chamber of commerce. Sean has held senior Technical and Managerial positions across the Financial Services industry including Banks, Life Companies, Fund Managers, and Australian Financial Services Licensees.
Sean has over 24 years industry experience and has been advising clients for over 17 years. Sean originally trained as a medical & financial life insurance underwriter which makes him perfect to handle your protection applications and get you the best deal with the insurance companies (via superannuation or direct). There's not a lot Sean hasn't seen so let Sean use his knowledge, background, training & experience to allow you the comfort of mind that when a claim is made you will have the best person & team working for you to keep the claim assessment on track and honest.
Some of our clients have said the following about Sean:
"Sean showed my that my life insurance cover in my super was only $150,000 which was almost than a third of my mortgage. I didn't want to leave debt to my husband to just live in our house as well as the burden of having to work and raise our kids if something happened to me. I knew I had cover in super and just assumed it would be enough. My salary continuance (Income Protection) in my super was only $850 per month payable after 90 days for 2 years and would not have even paid for food let alone a mortgage and medical expenses should something happen to me. As I was the main breadwinner for the household it made me feel sick especially thinking about how I could even get to the 90 day mark with no income. I'm so glad that I made the appointment with Sean to get things fixed up before I needed to claim, which unfortunately I did." Elissa Gold Coast.
"I was fed up with my dead end job & just wanted to quit but I had nothing to go to. When I saw Sean, he arranged my insurance so that if I did leave at some point in the future my insurance would continue on in to my next job without any hassles or time without cover. I am confident that I now have the cover I need without just the minimum in my industry super fund and any new employer can pay my super straight into my fund without having to lose insurance, change funds or even have multiple funds". John Tallai
‘Sean had arranged to come and do my insurances as I’d taken out a $1m loan to buy new equipment for my business and the valuation had reduced almost 100% if not used. Unfortunately for me, my business and my family, I was diagnosed with 3 Malignant Melanoma’s on my back. Should I have done my insurance when I had the chance, a claim would have been payable on the diagnosis that would have extinguished the business debt allowed me time with the family to recover. I am now uninsurable for almost all cover. I encourage everyone to not leave using Sean’s services until it’s too late!’ Adrian B-Sydney
Sophie Robbie B.Bus B.Sc
Office & Paraplanning Manager
After completing 2 degrees in Queensland Sophie started her insurance career at Mercantile Mutual's head office in Sydney and then worked at RaboBank.
Sophie then moved back to Brisbane where she was employed at General & Cologne Re. assisting the underwriting team.
Sophie was subsequently employed by Suncorp for 5 years in which she undertook various roles in the life insurance and financial planning departments with the last 2 years as compliance and education officer.
Sophie joined Success Planning in 2005.
Lisa Donlon
Administration Manager
Lisa joined the Success Planning team in 2014 as an adminstration assistant and quickly proved herself invaluable. Lisa was promptly promoted to Adminstration Manger and is instrumental in the follow through with Product Providers making sure all client's applications, transfers and information updates are finalised.
Lisa is from the United Kingdom and had previously worked with companies of the likes of Microsoft UK, Citroen UK & Stabilo UK.
The advisers of Success Planning can provide financial services as Authorised Representatives of Professional Investment Services Pty Ltd ABN 11 074 608 558, an Australian Financial Service Licence holder (No 234951).
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phone: 1300 557 598
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Level 9
10 Bridge St
SYDNEY QLD 2000
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The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Professional Investment Services Pty Ltd (PIS) Adviser before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither PIS nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.
