Plan Management Referrals

How to refer a participant

Plan Tracker is a national provider of Plan Management. If one of your participants or families chooses to use Plan Tracker as their Plan Manager, they can easily get started in one of the following ways:


Email a copy of the participant’s NDIS Plan & Nominee details (name, email & mobile number) to our team 

Register Online

You can assist the participant you are referring to register online with us by completing the form below.

Contact Us

Contact our customer care team
P 1800 549 670

*A personalised service agreement will be sent to the nominated email address, to review & sign online. No need to print means we’re saving trees & time (yay!)

Our Difference

At Plan Tracker, we’re truly passionate about simplifying the NDIS for participants, families, carers, and the wider community. As a registered NDIS Plan Manager, we have created a dedicated team with lived experience and we’ve made it our mission to provide tools and services to support participants & families to better self-direct their NDIS funds.

By adding Plan Tracker to your team as your Plan Manager, you’ll enjoy the confidence of:

Plan Management – Online Registration

Get started in under 5 minutes!

If the participant would prefer, you can download a blank service agreement here and send the completed agreement with a copy of their NDIS Plan to our Customer Care Team via email or post. 🙂 

Participant Details - Step 1 of 4

Participant Details

Address Details

Need a hand?
Chat with our team.

Whether you’re looking for a Plan Manager for yourself or a loved one, have a question or would like to refer a participant, our friendly team are here to help!

Call us today 1800 549 670


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