Skip to main content
Who We Are

Us in the Community

Follow our involvement in the community, and get behind us to help support our chosen charities.

Part of something bigger

Making a difference in our community is close to our heart

Good financial advice can change a life – which is why we’ve always believed our responsibility extends beyond our clients’ balance sheets. From sharing our expertise on national television to throwing ourselves into community events (and occasionally off the sides of tall buildings), giving back is simply part of who we are at Sydney Financial Planning.

Support Michal Bodi in the 2023 MS Gong Ride
15 September 2023

Ride Michal Ride!!

2023 MS Gong Ride – Sunday 5th November Michal Bodi – Senior Financial Planner of Sydney Financial Planning has entered the 2023 MS Gong Ride and will be riding his bike from Sydney to Wollongong, a phenomenal 54 km ,…
SFP News & Celebrations 2019
8 July 2019

SFP News July 2019

We’re half way through 2019 and it’s been a big year so far for our team!
Bill Bracey - Winner of the Gerald Lippman Perpetual Trophy 2018
21 June 2019

Congratulations to Bill Bracey, Gerald Lippman Perpetual trophy winner

We are extremely proud to share Bill Bracey has been awarded winner of the highly acclaimed industry recognition award Gerald Lippman Perpetual Trophy for 2018.
SFP in the media - Channel 10 - Eyewitness News
25 October 2018

Household Budget: 7 out of 10 Australians don’t budget

The numbers are alarming when it comes to household budgets, but there is a way out! Sydney Financial Planner Leigh Morris recently screens on Channel 10’s Eyewitness News (Sunday 14th January 2018)
SFP working with Charities - Sir David Martin Foundation
17 September 2018

Sir David Martin Foundation

Sydney Financial Planning has been involved in helping the community in many capacities over the past 30 years. In 2014 we became involved with the Sir David Martin Foundation and have actively been involved in various…
Us in the Community

Sir David Martin Foundation

Sydney Financial Planning has been involved in helping the community in many capacities over the past 30 years. In 2014 we became involved with the Sir David Martin Foundation and have actively been involved in various fundraising campaigns.