Map My Plan

To make advice available to anyone who wants it

  • Stage $500K in TTM Revenue
  • Industry Financial Services
  • Location Sydney, New South Wales, Australia
  • Currency AUD
  • Founded October 2014
  • Employees 4
  • Incorporation Type Other
  • Website mapmyplan.com.au

Company Summary

Map My Plan is a self-directed automated financial planning platform that enables anyone to build a financial plan without needing to engage an adviser.

We are different to most “robo-advisers” (in fact we are more of a “virtual adviser”) in that we guarantee to never sell any financial products to our users. We just focus on advice!

Our goal is to make sure that anyone who wants access to independent financial advice can access it.

Team

  • IT Strategy

    Nathan is a successful internet entrepreneur who was responsible for $40million of exits across 2 Internet companies in the past 6 years.
    footytips.com.au was sold to ESPN and punters.com.au was sold to News Corp.
    Nathan is responsible for technology stagey and building the user base of Map My Plan

  • Financial Planning Technician

    Head of Financial Planning, with 20+ years of experience in technical financial planning roles. Philippa hold a Masters in Financial Planning (social security) and is the member of the team that marks the exam papers for the Advanced Diploma of Financial Planning.
    Philippa is responsible of ensuring the sites content and calculations stay up to date with the ever changing legislation that impact wealth management

  • Responsible Manager & Compliance

    Simon is the responsible manager for map My Plans financial services license. He has over 20 years of experience in similar roles as well and deep connection in the adviser community. Simon is responsible for Map My Plan's legal compliance obligations and also assist with our direct sales efforts

  • Founder

    Paul is the founder of MapMyPlan. This is the third professional services firm Paul has either founded or co-founded. His most recent business expanded to UK and was sold in September 2014. Paul has over 12 years experience as a private banker and financial planner working at Credit Suisse, Perpetual and financial planning firms in Australia and Singapore. Paul has lived and worked in Kenya, Malaysia, Singapore, United Kingdom and Australia.

  • Hon Bernie Ripoll
    Director

    Bernie was the Federal Member of Parliament for the seat of Oxley for from 1998 to 2016, where he was the Parliamentary Secretary to the Treasurer. While in opposition Bernie was the Shadow Minister for Financial Services and also chaired the financial services enquiry that lead to the development of the FoFA legislation (the Ripoll report). Bernie will join MapMyPlan as a Director post his parliamentary life (after the 2016 election).

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