Plan Supporters Team Leader | VIC
"When I joined Plan Partners, I instantly fell in love with the business. To be able to use my financial skills to really make a difference in people’s life - and to do that for thousands of people all over Australia - really grabbed me."
What is your role with Plan Partners?
I’m the Team Leader of our Plan Supporters, the team that is responsible for all payment processes of our Plan Management customers. We review and validate invoices, log them with the NDIS and make sure that service providers are paid.
What did you do before Plan Partners?
After many years working in financial and management roles within the banking and commercial sectors, I was planning on escaping the rat race and working part-time in temporary roles, so I could travel more. That plan all changed when I took on a temp job at Plan Partners and instantly fell in love with the business. To be able to use my financial skills and experience with numbers to really make a difference in people’s life - and to do that for thousands of people all over Australia - really grabbed me, and after a few months I decided to take on a full-time role at Plan Partners - and I’ve loved every minute of it.
What has been your favourite Plan Partners moment?
From growth milestones to every time we help someone realise their goals in life - there are almost too many great moments to mention. But a recent one that sticks out was when I was on the phone to a service provider who was frustrated that his invoice had been rejected by the NDIS. After I explained why and gave him some tips on how to get his invoices approved in the future, he really calmed down. We ended up having a good chat about how Plan Partners helps our customers and service providers get the most out of the NDIS, and at the end he asked how I came to own the business. He was surprised to hear I didn’t because he could hear how proud of Plan Partners I am and how passionate I am about what we do. To get that recognition was a really proud moment.
What drives you?
Knowing that what we do has a huge impact in people’s lives is a huge source of inspiration – not just for me, but for everyone in the business. We give people with a disability the security that they can finance what they need and what they want to achieve in life. And at Plan Partners, we can create something amazing for the longer term and really contribute to the new environment the NDIS create.
What advice would you give someone starting their NDIS journey?
Be patient because things can take time with the NDIS. It’s all still very new and every situation is different, so sometimes the NDIS needs time to figure things out. The good news is that Plan Managers and Support Coordinators are there to support you making things easier and liaise with the NDIS to speed things up if needed. At Plan Partners, we have the knowledge and there is hardly anything we haven’t come across yet. You can really trust us to guide you through the complexities of the NDIS.