ABOUT US

OUR TEAM

Justin Chandler

Justin has been a financial adviser since 2010. He enjoys seeing his clients meet and exceed their financial and lifestyle goals.

Outside of work, Justin keeps busy with his wife and three young children, and enjoys various hobbies such as a round of golf and staying active at the gym. Justin works mainly with business owners, farmers, high-net-worth individuals, and pre-retirees.

 

Qualifications

Bachelor of Commerce (Finance)
Advanced Diploma of Financial Services (Financial Planning)
Professional Certificate in Self-Managed Super Funds
Professional Certificate in Margin Lending and Gearing

 

Get to know Justin better here.

James Farrelly

James has been a financial adviser since 2011, and emphasises getting to know his clients. James enjoys helping give confidence to his clients so they can achieve their goals. James specialises in financial advice for high-net-worth individuals, insurance strategies and self-managed superannuation funds members. 

 

James enjoys spending time with his twin girls, barracking for his favourite football teams and discovering the next unsung winery. He is currently the South Australian State Chair for the Financial Advice Association (FAAA). 

Qualifications
Bachelor of Commerce
Advanced Diploma of Financial Services (Financial Planning)
Professional Certificate in Self-Managed Super Funds
Professional Certificate in Margin Lending and Gearing


Get to know James better here.

Amber Rosser

Amber is a financial adviser at InvestPlan with five years’ experience in the financial services industry. She supports clients across all stages of their financial journey, bringing a practical, client-focused approach to building confidence and clarity around financial goals.

Outside of work, Amber enjoys spending quality time with her family.


Qualifications

Bachelor of Accounting and Finance

Graduate Diploma of Financial Planning

Steve Sansovini

Steve is a consultant to InvestPlan Wealth Partners.

Qualifications

Bachelor of Accountancy
Graduate Diploma of Financial Planning
Certified Financial Planner (CFP)

OUR OFFICES

We have offices in Black Forest, Adelaide and Broken Hill, New South Wales.

BOOK YOUR STRATEGY SESSION

Take the first step towards securing your financial future with expert advice tailored to your goals.