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Our Team

Stuart Copeland

Director & Senior Financial Adviser

Stuart Copeland is an Authorised Representative (ASIC No. 338497) of GPS Wealth Ltd

A firm believer in the importance of getting the strategic foundations right, Stuart Copeland loves helping clients map out their

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Rieash Khan

Head of Strategy & Advice

Rieash has over 20 years’ experience in financial services and has spent several years working for highly regarded financial planning firms, specialising in retirement planning in both a technical specialist and advisory roles.

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Kirsten Copeland

Client Relationship Manager

Right from the first phone call, Kirsten takes great pleasure in establishing personal connections with our valued clients. Her meticulous attention to detail, unwavering commitment and exceptional interpersonal skills, ensure a seamless and

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Neil Watson

Founder & Client Development Manager

Founder of The Planning Room, Neil Watson gets a kick out of taking our clients on a journey. By tapping into what you want and helping you understand more about the financial markets,

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The Planning Room make me feel like I am their only client! Service above and beyond expectations and nothing too much trouble. They look after all of our needs and do it all with a really positive outlook and a smile.
Melissa
The Planning Room has so much knowledge in all things financial and somehow manages to makes it fun! I always look forward to catching up. Highly recommended.
Maggie
The Planning Room are absolute legends! They have helped me and my family for many years now. My life changed for the better the day I met Neil and I recommend him and his team to as many people that I can.
Peter
I have found Neil and the team at The Planning Room the perfect partners when it has come to securing and protecting my financial future. They have ensured decisions made have been based on my needs, both personal and financial. A great comfort.
Grant
The Planning Room are incredibly helpful and knowledgeable on all things financial and investment. Anytime my husband and I have dealt with them, they made it easy to understand as well as making it fun, no question left unanswered!
Holly
I have used The Planning Room for many years and they are highly skilled in all things financial. They are extremely trustworthy and I would have no hesitation in recommending them.
Ron

Call Us Now

Office Telephone : (02) 8920 0945

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Level 2, 506 Miller Street, Cammeray NSW, 2062

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Email : admin@theplanningroom.com.au

ABOUT US

We’re expert financial planners who take care of your financial dreams so you can live the life you desire. We offer advice on insurance, financial planning, wealth creation, super, investment portfolio strategies and more. We’re the engine room of your bright financial future.

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LICENSEE DISCLOSURE

The Planning Room Pty Ltd ABN 64 158 621 991 is a Corporate Authorised Representative No. 1243698 of GPS Wealth Ltd.

AFSL 254 544
ABN 17 005 482 726
info@count.au
Tel: 1300 650 432
Head office address: GPO Box 1453, Sydney NSW 2001

GENERAL ADVICE WARNING & DISCLAIMER

Click here to view the General Advice Warning.

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