OBT Financial Planning named Qld Regional Business of the Year

Celebrating Recognition and Welcoming New Team Members

We are thrilled to announce that OBT Financial Planning has been awarded MLC EXPAND’s Queensland Regional Business of the Year for 2025.

This achievement reflects the dedication of our team and, importantly, the trust and confidence our clients place in us every day.

Winning this award is more than industry recognition — it’s confirmation that the personal, practical advice we provide is helping clients achieve clarity and confidence in their financial decisions.

Meet Our Growing Financial Planning Team

As we celebrate this milestone, we’re also growing our team to make sure we continue delivering the high-quality advice and support you deserve. With 11 dedicated financial planning professionals, OBT is proud to introduce some exciting updates:

• Gerard Ball – Senior Adviser
  Gerard brings over 20 years of financial planning experience, having worked across large institutions, boutique practices and even running his own business. He has particular expertise in retirement planning, superannuation, aged care, investments and wealth protection. Gerard is passionate about helping clients achieve clarity and confidence in their financial decisions, and he will also be available to meet with any of your friends or family who may benefit from OBT’s trusted advice.
• Iain Dunn – Senior Paraplanner
  Working alongside his wife Leanne in our paraplanning team, Iain strengthens the technical expertise behind our advice, ensuring every recommendation is backed by deep technical knowledge.
• Lauren Blake – Associate Adviser
  After almost a decade growing with OBT, Lauren is now an Associate Adviser. Many of you will know Lauren from her years of client support, and she is now moving into client-facing advice. Over the coming months, she will also be assisting Bruno and Damon in client appointments as she continues her professional growth and will be completing her Graduate Diploma in Financial Planning later this year.
• Cameron Panzram – Client Support & Future Adviser
  Many of you have already met Cameron in our client support team and he is already on his way to becoming an adviser. Cameron is currently studying a Bachelor of Business (Financial Planning) and is passionate about supporting clients while building his professional expertise for the long term.

These additions and career progressions mean you’ll enjoy even more expertise and personalised support, while still receiving the trusted, down-to-earth service OBT is known for.

Thank You for Your Support

This award is a shared achievement — we couldn’t have reached this milestone without our clients, partners and community. Thank you for continuing to place your trust in us!

Ready to Plan With Confidence?

Whether you’re preparing for retirement, building wealth or protecting your family’s financial future, our award-winning team is here to help. Contact OBT Financial Planning today to book an appointment and discover how our experience can make a difference for you.

Seek Professional Financial Advice

Consulting with a financial advisor can provide personalised guidance tailored to your unique financial situation and goals. OBT Financial Planning can help you create a financial plan that aligns with your objectives and risk tolerance. Contact our friendly team in Gatton or Esk on 07 5462 2277.

Private Wealth Advisers Bruno Tjelder and Damon Zischke and OBT Financial Planning Pty Ltd are Authorised Representatives of OBT Wealth Services Pty Ltd ABN 13 661 409 838 | AFSL 543251.

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