Annette Petroska
Office Administration
annette@investmentandplanning.com.au

Annette joined IPS in 2006 and is the voice and face that clients first hear and see when they make contact with IPS. Annette is the Office Administrator and ensures that clients first impressions of IPS are a memorable one.
Outside of work and in between spending time with friends and family, Annette looks forward to each Wednesday night when Prison Break comes on.

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Ashley McSweyn
Paraplanner
ashley@investmentandplanning.com.au

Ashley started her career with IPS in 2007 as a Client Services Manager and is now in the Paraplanning role. Ashley believes in providing clients with the highest level of service.

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Jennifer Newton
Office Manager
jennifer@investmentandplanning.com.au

Jennifer started with IPS in 2001 as the Office Manager of IPS. Jennifer looks after all the Accounting and Administration areas of IPS.
Outside of work, and now that she has completed Certificate III in Financial Services, Jennifer has her hands full with her dogs Thorn and Portia. Jennifer is looking to commence a Bachelor of Commerce degree majoring in Accounting in 2009.

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Julie Wright
Client Services Manager
julie@investmentandplanning.com.au

Julie joined IPS in 2007 as a Client Services Manager and is also a part owner in the IPS Home Loans entity. Julie believes in providing clients with the highest level of service.
Outside of work, Julie enjoys getting away and relaxing at their caravan down at Berrara Beach with her family and friends.

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Paul Plummer
Senior Financial Planner CEO
paul@investmentandplanning.com.au

Paul started IPS in 2001 after many years of planning. Paul is the Chief Executive Officer of IPS and his role is to grow the group to become one of the Illawarra’s leading and most prestigious financial planning and mortgage broking businesses.
Outside of work Paul is trying desperately to prove the critics wrong on his golf swing and also loves to spend time with the family at their new home and also their holiday caravan.

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Paul Wright
Accredited Mortgage Consultant
paulw@investmentandplanning.com.au

Paul started up IPS Home Loans in 2007. Paul is the Mortgage Consultant, Director and part owner of IPS Home Loans.
Outside of work and in between golf, Kembla Joggers and his caravan at Berrara, Paul is currently studying a Property Investment Course through Deakin University.

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T: 02 4227 5511 F: 02 4229 8723 A: 15 Victoria Street, Wollongong NSW 2500
P: PO Box 5429, Wollongong NSW 2520 Email: info@investmentandplanning.com.au