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From our professional and extensive IMB branch network of 44 branches, we can give you comfort in the knowledge you are working with an organisation that is focused on working with you and that you can trust.

IMB Financial Planning’s team is made up of experienced and highly qualified financial planning professionals. The constantly evolving landscape of our members’ world requires the most up to date advice that has the capability of evolving with you. Each Financial Planner is highly qualified and are continually upskilling to ensure they are abreast of current legislative requirements, with several holding several having achieved the internationally recognised qualification of a Certified Financial Planner, CFP.

At IMB Financial Planning we believe in taking a hands-on approach to developing and monitoring your financial plan in order to help you achieve your personal financial goals. We will work with you to ensure you are better equipped to make the decisions you need to make whether you are planning your retirement, saving for the kids’ education or are wondering how you can maximise your super. IMB Financial Planning can help and often work in partnership with professional advisers such as accountants and solicitors to achieve the very best outcome for you.

Meet the team

Rob Weston

Rob Weston has more than 10 years of experience in financial planning, including his time as Practice Manager of IMB Financial Planning.

In addition to consistently reviewing the market for solutions to best meet our members’ needs, Rob provides ongoing support to the IMB Financial Planning team to ensure service offered to members is always of the highest-quality. Rob also works directly with IMB members, providing financial advice across a range of situations.

Rob joined IMB after seven years working for one of the major banks where he held a number of roles, including financial advisor, advisor development manager and most recently as a Practice Manager for Regional and Rural Southern NSW.

Prior to working at a major bank, Rob worked for a local independent financial planning firm in Wollongong where he learnt technical skills through his role as a paraplanner.

Rob’s advice for people considering seeking financial planning services is to take time getting to know a planner and the business they work for to ensure their values align with your own.

Dewald Burger

Financial Advisor Dewald Burger has 19 years of financial planning experience. Dewald joined the IMB Financial Planning team, after arriving in Australia from South Africa where he owned his own financial planning practice. Prior to starting his own business, Dewald worked in Asset Management and during this time completed his Certified Financial Planner studies.

Dewald takes a holistic approach to financial planning, taking the time to understand the individual goals and objectives of his clients when preparing, presenting and implementing his suggested approach. Dewald prides himself on taking the guesswork out of decision-making when planning for his clients’ financial futures.

For people considering financial planning, Dewald’s advice is to “invest an hour of your time in a no-obligation first appointment with an IMB Financial Planner to discuss how we can help you achieve your financial goals.”

Brad Mulley

Brad Mulley joined IMB as a Financial Planner in February 2018 and has over 10 years’ experience in finance working in a range of roles with major banks, fund managers and financial planners.

Brad has completed a Diploma in Financial Planning and is currently studying the Advance Diploma in Financial Planning.

Brad is passionate about helping customers in our local community achieve their goals and objectives. This can be anything from savings for a house, investing inheritance, structuring superannuation and planning for retirement.

To anyone considering making a financial planning appointment, Brad feels this does not need to be a daunting or big decision to make. You can take advantage of our free initial meeting to discover how financial planning can help you and your family. In this meeting Brad will help you understand that financial planning is a relationship rather than a service. This ongoing relationship allows you to feel at ease, knowing you have a professional in your corner to help you achieve your goals on an ongoing basis through each stage of your life.

 

 

Nick Pleski

Nick has over 10 years experience in the finance sector, gained from private planning and advisory firms and has recently joined IMB Financial Planning as the new advisor for the Illawarra and Sutherland Shire region in October 2018.

Nick currently holds a Bachelor’s degree, majoring in Financial Planning and minoring in Business Law, in addition to a Diploma of Financial Services.

Nick is committed to providing comprehensive advice and financial planning solutions to his community, as being a Wollongong local, he believes it is prudent to ensure that all clients are educated in understanding their personal financial circumstances. Financial planning is a process whereby Nick strives to provide continuous clarity to his clients to maximize their potential, throughout the various stages of life.

Working across multiple roles within financial planning, Nick has not only gained the required technical skills to ensure your specific goals and objectives are met, but holds a great understanding of the advisor-client relationship and promotes a comfortable, familiar and professional environment to work within.

 

   

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Why choose IMB Bank?

Established in 1880, IMB has been helping people achieve their financial goals for 138 years. IMB offers a full range of banking solutions including home and personal lending, savings and transaction accounts, term deposits, business banking, financial planning and can arrange a wide range of insurance and travel products.

IMB has a growing branch network throughout the Illawarra, Sydney, NSW South Coast, the ACT and Melbourne. We have a lending specialist in every branch and a team of mobile lending specialists who will come to you. IMB members enjoy access to free automated phone and internet banking and a team of professionals who are just a phone call away at our locally based call centre.

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