Investors Capital Group (ICG) Financial Planning is an privately owned, specialist fee for service financial planning business. ICG is focused on helping every day Australians achieve their financial and personal goals. Currently based in Carlton, Victoria, we have a reputation for professionalism, excellence and honesty which are principles integral to the ICG brand/philosophy. We place an emphasis on building lasting relationships with our clients, offering a comprehensive range of… Show more Investors Capital Group (ICG) Financial Planning is an privately owned, specialist fee for service financial planning business. ICG is focused on helping every day Australians achieve their financial and personal goals. Currently based in Carlton, Victoria, we have a reputation for professionalism, excellence and honesty which are principles integral to the ICG brand/philosophy. We place an emphasis on building lasting relationships with our clients, offering a comprehensive range of financial planning services with a prominent focus on Self-Managed Superannuation. The team at ICG are specialists in their field and are committed to ensuring clients receive the highest standard of advice and service possible.The founding of ICGApril 2007 saw the establishment and launch of ICG Financial Planning – Investors Capital Group.Given my previous experiences and dealings within the Wealth Management landscape, I wanted to provide and instil a level of service and philosophies that I would expect if I was a client of ICG Financial Planning. Primarily, this originated with the idea that the client should be in control of achieving their goals and objectives. Our role as the Financial Adviser is to guide the client on their financial journey. Strategies are implemented based on the client’s goals and objectives as they work towards financial freedom. We ensure that their financial roadmap is regularly reviewed via our ongoing service and supervision. Providing Advice not just once, but for life, is our emphasis, it’s the kind of personal relationship a professional athlete would come to expect from their coach. Is this the type of relationship that you are looking for from your Financial Adviser? Show less

My role at PRC was to build and maintain the client base. This included, but was not limited to, the maintenance of current client strategic plans, periodical client contact to determine if any significant changes had occurred in their financial status and the production of financial reports. My enthusiasm for financial planning and previous experience allowed me to excel within this role and led to a new position as a Paraplanner. I was to support and add value to the Director through the… Show more My role at PRC was to build and maintain the client base. This included, but was not limited to, the maintenance of current client strategic plans, periodical client contact to determine if any significant changes had occurred in their financial status and the production of financial reports. My enthusiasm for financial planning and previous experience allowed me to excel within this role and led to a new position as a Paraplanner. I was to support and add value to the Director through the creation and preparation of simple to eventual complex Statement of Advice documents for a diverse range of clients. I continued to thrive in the Financial Planning environment and in return for my efforts, I was rewarded with an opportunity to move into a Financial Planner role after several years at the PRC. This role allowed me to meet with clients on a professional level and I began to take on my own portfolio of serviced clients.Throughout my tenure at PRC as a Planner, my role was to develop and implement financial plans for individuals, businesses and organisations. By utilising my knowledge of Tax and Investment Strategies, Personal Insurances, Retirement Plans, and Estate Planning, I would clearly determine the client's financial goals and objectives and ensure that these were met and maintained. This opportunity drove my passion to establish my own financial advisory firm, ICG Financial Planning. Show less

I began my career role in Financial Planning as a Junior Financial Planner at Palmer Life Management. My primarily role was providing support to the Senior Financial Planners. Here I developed a passion for the industry and pursued additional education and training to become a Certified Financial Planner. Throughout this role as a young professional, I gained the necessary experience and learnt the fundamentals of the industry under the watchful eye of Adam Palmer, Adviser and Director of… Show more I began my career role in Financial Planning as a Junior Financial Planner at Palmer Life Management. My primarily role was providing support to the Senior Financial Planners. Here I developed a passion for the industry and pursued additional education and training to become a Certified Financial Planner. Throughout this role as a young professional, I gained the necessary experience and learnt the fundamentals of the industry under the watchful eye of Adam Palmer, Adviser and Director of Palmer Life Management and now close friend.I developed successfully along the way as a junior-level employee, and I was itching to progress my career towards becoming a Financial Adviser. I would often ask Adam for further tasks and roles involving reading through client files, researching investment options, collecting and reading information on different planning strategies via the Advice documents. My role at Palmer Life Management was my first step into the professional world of Financial Planning. This position gave me the opportunity to develop the necessary skills to move forward in the financial services industry. After 18 months at Palmer Life Management, I was introduced to a colleague of Adam’s who was seeking an experienced Junior Adviser wanting to further their progress within the industry. This rare opportunity allowed me to take the next step in my career. Show less