Succession Planning:

I believe to have an active mind, you need an active body. I also passionately believe in consistently building and refining the right foundations to achieve success.

How do I achieve this

I help and excel the “Change of Circumstance” reviews, ownership structuring for tax minimisation of costs & claims payments, estate equalisation & funding and the use of employer or industry super for funding of required cover.

What do I do?

I am a specialist in Business Succession Insurance Advice, Implementation, Review & Claims Management.
I have been advising clients for over 15 years, and have held senior Technical and Managerial positions across the Financial Services industry including Life Companies, Fund Managers and Australian Financial Services Licensees, for over my 22 years.

What defines my value?

We live in times of vibrant change and disruption. I am passionately driven to consistently reviewing and testing out the small everyday efforts that lead to building successful foundations in the our industry.

My Perfect Clients are;

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Sean Robbie
Sean RobbieSenior Change Adviser

Managing Director
Success Planning Pty Ltd

Postal Address:
PO Box 3917, Robina Town Centre ROBINA
QLD 4230

Ph: 07 5569 2031
Mob: 0416 033 633

Strong foundations allow you to build a solid financial future


My passions in life are really anything outdoors, but especially snorkelling, fishing, snow skiing and walking. I love bushwalking and beach walking with the kids and our very energetic Belgian Shepherd
I try to spend long weekends away with the my young family every couple of months in our little family caravan at a favourite spot at Clarke’s Beach Byron Bay.

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