Intelligent Planning

Welcome to Intelligent Planning!
A fresh Licensee for retail financial advisers and advice business owners.

Intelligent Planning is the trading name of Dirigere Advisory Pty Limited, AFSL No. 524371

This page is relatively new and will be adding more information over the coming weeks, feel free to have a look around and to reach out to us if you wish to have a conversation.

About Intelligent Planning

Intelligent planning is a bespoke, privately owned licensee with a broad compliance approach and business growth mindset to assist you grow your advice practice.

We believe in fostering a strong partnership with our advisers. You are not just an authorised representative; you are a valued member of our community. Your success is our success.

We want you to feel like you're part of a community of your peers and our licensee. Starting in 2024, we will host an Annual Conference to facilitate networking and knowledge sharing.

Additionally, an Annual Business Planning and Professional Development Forum (in person) which began in December last year.

Our approach to supporting your business

We believe in a strong partnership approach

Ownership in the licensee entity to give you the confidence and vested interest in our success

Open Approved Product List (APL) to ensure highest quality options for your clients

CPD Tracking and Learning Platform for your ease

Community building with annual conferences, business planning workshops and peer to peer networking masterclasses

Common sense Compliance and Auditing

CRM and Software Agnostic for you to use the best offer available for your business

Transparent flat Fee Structure for licensing fee with no hidden costs

The Intelligent Planning Team

Our Team

Phil Osborne - Managing Director and CEO

is the CEO, General Manager and Founder of Australian Financial Services Licensee (AFSL),Intelligent Planning, formerly Dirigere Advisory, which was established in 2021. Phil’s career in financial planning began in 1998, when he launched his own compliance consultancy, Philborne, shortly after completing his Diploma of Financial Planning. Over the course of the past 25 years, Phil has provided common-sense compliance advice to numerous financial services entities, as a consultant and via employed roles. His experience at the coalface of advice, as a Director and Responsible Manager of AFSLs, translates to a deep understanding of governance issues, the management of financial planning practices and the provision of personal advice. Phil has previously held positions such as Member Advocate for National Tax & Accountants' Association (NTAA) Advice; Director and Responsible Manager for SMSF Advisers Network; National Network Manager and Group General Manager (Compliance) for Lifestyle Asset Management and CEO and Director of Pinnacle Financial Services Academy. An accomplished public speaker, Phil presents at financial services conferences both locally and internationally. He has a Master of Commerce (Financial Planning), a Master of Laws (Enterprise Governance) and holds the Certified Financial Planner (CFP) designation.

Matthew Wallis - Advice Distribution Manager

Matt has more than 20 years’ experience in financial services, joining the industry in the year 2000 as a fund administrator for AON Consulting. He has held a number of positions over the course of his career, including two stints, over a combined six years, in sales with AIG/AIA Australia. Matt took a career break in 2007 to play cricket in England and most recently was State Manager NSW for Synchron, a role he held for more than four years. He established his own financial advice practice, Beta Advice, under the Dirigere Advisory (now Intelligent Planning) banner in 2022, and continues to provide tailored insurance solutions to families and business owners. Matt has completed study for the Advanced Diploma of Financial Planning and in the final stages of his Graduate Diploma of financial Planning.

Damian Grimes - Chief Investment Officer

Having joined the UK Financial Services industry in July 1987, Damian became a fully qualified Financial Adviser in 1998. He went on to advise clients for Wealth Management company J Rothschild's Assurance before establishing his own UK Independent Financial planning practice in 2002 specialising in SIPPs, SSASs, Defined Benefits and Money Purchase Pensions.

Damian migrated to Australia in September 2008 and has been active in the Australian financial planning industry for over 15 years.

QUALIFICATIONS AND PROFESSIONAL MEMBERSHIPS:

• Chartered Institute of Bankers ACIB (UK)

• Chartered Institute of Insurance ACII (UK)

• Advanced Diploma of Financial Planning ADFP (Australia)

• Advance Diploma of Financial Planning - Taxation (Australia)

• Advanced Diploma of Financial Planning - SMSF (Australia)

• Qualification in Foundation Tax completed through the Taxation Institute of Australia

• Ethics and Professionalism in Financial Advice

• FPC003

Superannuation and Retirement Advice

• Financial Adviser Exam