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Meet Bill Our Principal

 I still feel as passionate about helping my clients as I did 25 years ago, but now have more wisdom and the grey hair to match!right-quote


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Education Corner


Well the 2016 Budget has been delivered, so what should we be doing regarding the changes to super? There are a number of big changes regarding contributions to super, but in short the Government is making it harder to get larger amounts of money into super, t...
Do you know why you do what you do or are you just doing it…well, because? The below story is about making sure you’re getting out of bed in the morning for the right reasons. It’s about making sure you’re living life on your terms and not just ...
The fear of fear itself or something more fundamental? Key points The malaise in financial markets is continuing with Australian shares now joining Europe, Japan and emerging markets in a bear market. Global growth worries could drive more short term weakness...

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Authorised Representative for: Charter Financial Planning Limited ABN 35 002 976 294 Australian Financial Services Licensee Licence Number 234665. Charter Financial Planning's principal address - Level 9, 750 Collins Street, DOCKLANDS VIC 3008. Charter Financial Planning is a member of the AMP Group. The AMP Group includes companies formerly part of the Australian and New Zealand operations of AXA Asia Pacific Holdings Limited. Charter Financial Planning is a Professional Partner of the Financial Planning Association (FPA) and we are fully committed to the FPA's Code of Ethics and Rules of Professional Conduct. Charter Financial Planning is also a Corporate Member of the Association of Financial Advisers (AFA). 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, Sydney 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.  


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Contact the Sydney Office

Suite 13, Edgecliff Mews
201 New South Head Road
Edgecliff NSW 2027

T  02 9328 0876
F  02 9326 1438


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Contact the Illawarra Office

Suite 5C
52 Burelli Street
Wollongong, NSW 2500

T  02 4229 8533
F  02 4228 4855

E  marketing@sydneyfinancialplanning.com.au

Link to Google Maps



Meet Our Team

and hear what makes us unique...


Client Stories

people with the same dreams as you...

Sydney: 02 9328 0876
Illawarra: 02 4229 8533
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