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Education Resources

There can be many facets to a good financial plan. Areas which your financial planner might address in your financial plan include superannuation, investment, gearing, personal insurances, retirement income, estate planning and social security...

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Our areas of advice

There is no substitute for expertise when it comes to investing. For over 35 years we have offered our clients specialised financial planning advice across a variety of areas that has enabled them to establish, maintain and enjoy their full financial potential.

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SFP - Helping you on your journey

Our Vision & Values

Our Mission is to help our clients plan and achieve their goals and own tomorrow, with advice that will stand the test of time.

Our Vision

Our vision is to continue to grow and protect our clients’ assets and to help them achieve their dreams and life goals. We aim to do this in such a way as to become the trusted source of knowledge and leadership to our clients, our staff and to the wider community.

What We Value

The values that guide our actions are:

1

Always doing what is best for our clients ahead of our own interests.

By doing this we achieve the best outcomes for our clients and they stay committed advocates who refer our services to others we can help.

2

To always act with honesty and integrity.

And to give advice that will stand the test of time.

3

To stick to proven strategies.

And not to follow the latest fads that are neither proven nor trusted.

4

To spend time and effort in helping and educating both our clients and staff.

So they can improve their world and make informed decisions about the future.

Still have some questions?

If you want to discuss how we can work with you in more detail. Call us to arrange an appointment with one of our advisors on 02 9328 0876.

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Meet Our Support Team

Behind the scenes, there is a strong and loyal support team that allows our financial planners to deliver a high calibre of advice that really makes a difference in our clients’ lives.

02 9328 0876
email@sydneyfinancialplanning.com.au

Kylie Gray
Reception & Office Administration

Michele Szigmund
Client Service Officer (CSO)

Steve Stolle
Senior Quality Advice Manager (QAM)

Callan Townsend
Client Relationship Manager (CRM)

Nic Matheson
Client Relationship Manager (CRM)

Jacob Ryan-McCormack
Client Relationship Manager (CRM)

Michael Allchin
Senior Client Relationship Manager (CRM)

Scott Cislowski
Quality Advice Manager (QAM)

Belinda Winwood-Smith – DFP BSc (Merit in IT)
Client Services / Paraplanner

Kate Sauer – CFP® AdvDipFS (FP)
Contracted Paraplanner

Richard Stewart
Business Development Manager

Adelaide Bracey
Operations & Marketing Assistant

 

 

Our team are here to support you

If you want to discuss any questions you may have, or book to see your financial planner. Call us directly on 02 9328 0876.