Established in 2013, The Plan Spot is a boutique Australian owned and operated company. The Plan Spot specialises in paraplanning services assisting financial planners in the preparation of client documents. The company prides itself on the accuracy and efficiency of their work. Whilst being based in Queensland we can cater for clients Australia wide.
By being a boutique company we are more than happy to tailor our process on a practice by practice basis.
Robyn Stevens – Managing Director
Robyn has been in the financial services industry since 2003. Robyn holds a Bachelor of Commerce as well as a Diploma of Financial Planning. She has held a variety of roles including Self Managed Superannuation Fund Accountant, Paraplanner, Associate Financial Planner as well as 5 years with Macquarie Bank as a specialist Coin Training and Relationship Manager. Robyn has gained a wealth of knowledge from her career experiences, and needless to say is an expert in Coin Software. Robyn prides herself on being knowledgeable, efficient and most important accurate in her work.