Our Financial Lending Services
Buying a property can be a complex process and one that needs to be handled with care. With over 30 years of experience helping clients achieve their goals, SFP Finance is there every step of the way.
Book an Meeting
If you would like to meet with one of our financial planners, please complete the meeting request below and we will get back to you to make arrangements.
Alternatively if you would prefer to speak with us – please call us directly on 02 9328 0876.
Please complete the following details.
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We will be in touch soon…
One of our team will be in touch to make arrangements, but if you need to speak with us sooner, call us directly on 02 9328 0876.
Your privacy is important to us. You may request access to your personal information at contacting us on (02) 9328 0876. Information collected will be used in accordance with Akumin’s Privacy Policy, available at https://akumin.com.au/privacy-policy/. You can also contact us if you do not wish to receive information from us anymore.
Terms & conditions
Information provided on this website is general in nature and does not constitute financial advice.
While all reasonable care has been taken in providing this information, unless expressly stated, it should not be construed as being specific to your investment objectives, financial situation or particular needs.
We will endeavour to update the website as soon as practicable after changes. However, information can change without notice and we do not guarantee the accuracy of information on the website, including information provided by third parties, at any particular time.
This information is prepared for residents of Australia only. Any currency references are references to Australian dollars unless otherwise specified.
Unless otherwise specified, copyright of information provided on this website is owned by us. You may not alter or modify this information in any way, including removing this copyright notice.
This website does not offer securities or other financial products, nor does it invite subscriptions for securities or other financial products to any person outside Australia.
We do not guarantee the repayment of capital or any particular return from, or any increase in, the value of any products unless otherwise expressly agreed.
Further, we disclaim any liability for loss, damage, cost or other expense which you may incur as a result of any information provided on this website, to the extent that such liability is not excluded by law.
Please also read our full terms and conditions statement at Akumin
For more information…
Please also read Our Disclaimer and Privacy Policy related to the terms and conditions of using our website.
Privacy policy
Your privacy is important to us and at SFP we comply with the Australian Privacy Principles, which have been established under the Privacy Act 1988 (Cth).
What we actually do
We believe that investing done right is based on individual values and priorities. Using our proven process to ensure we understands your situation and desired outcomes.
Disclaimer
Information provided on this website is general in nature and does not constitute financial advice.
Sydney Financial Planning will endeavour to update the website as needed. However, information can change without notice and Sydney Financial Planning does not guarantee the accuracy of information on the website, including information provided by third parties, at any particular time.
Every effort has been made to ensure that the information provided is accurate. Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you consult a financial planner to take into account your particular investment objectives, financial situation and individual needs.
Sydney Financial Planning does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this website. Except insofar as any liability under statute cannot be excluded, Charter Financial Planning and its employees do not accept any liability for any error or omission on this web site or for any resulting loss or damage suffered by the recipient or any other person. Unless otherwise specified, copyright of information provided on this website is owned by Sydney Financial Planning. You may not alter or modify this information in any way, including the removal of this copyright notice.
Still have some questions?
Or you would like to discuss your individual situation, please contact us on 02 9328 0876 to arrange an appointment.
Financial Services & Credit Guide (FSCG)
For each of our financial planners we are required to produce an individual ‘Financial Services and Credit Guide’. We recommend that you read these guides before making an appointment.
The Financial Services and Credit Guide covers the following:
- What services and products on which the financial planner can provide advice
- Fees and charges and how these are distributed
- How your financial planner is remunerated
- Any relationship details with financial institutions
- How we handle customer complaints
Please find our ‘Financial Services and Credit Guides’ below:
- Sydney Financial Planning FSCG – PDF (414 KB)
Still have further questions?
If you have further questions or require clarification on any areas within the guides please contact us on 02 9328 0876 and ask to speak to one of our financial planners.
Connect With Us
To make a booking with one of our planners or to speak with one of our team, please get in touch…
How to find the Edgecliff Office
Our office is located at the corner of New South Head Road and New McLean Street, on the second level of the Edgecliff Mews building.
Our other office locations
Come visit us at one of our other locations – available by appointment only.
How to find the Sydney City Office
Our office is located in Martin Place opposite the MLC Centre.
Phone Corrimal
How to find the Corrimal Office
Located at 1/225 Princes Highway (nearest cross road is Railway Street and same building block as NAB Bank), Corrimal.
Useful Links
From Australian Tax through to education on behaviours that drive the financial success.
Useful Forms
There are many forms available from different sources to help you administer your financial affairs. In this section we have added a variety of forms so that you can find everything you need in one place.
Downloadable forms from the ATO:
- ATO superannuation rollover form
- ATO SMSF rollover form
- ATO superannuation choice form
- ATO unpaid super
- ATO lost super
Download SFP forms:
Don’t know where to start?
For more help and to take a fresh look at the way you manage your financial affairs, speak to your financial planner at SFP. To arrange an appointment book a coffee or call us directly on 02 9328 0876.
Glossary of Finance Terms
There are many financial terms that can be misleading, complicated or ambiguous. In this section, we have listed the A to Z of definitions in order to demystify the sometimes confusing world of finance for you.