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Meet Bill Our Principal

 
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 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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What is insurance?Insurance is a form of protection - a way to protect yourself, your family and the things you own if something goes wrong. It enables you to replace or repair your assets, whether those assets are your belongings or your capacity to earn inco...

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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.

 

Contact the Sydney Edgecliff Office

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

T  02 9328 0876
F  02 8079 5879

E  email@sydneyfinancialplanning.com.au

Link to Google Maps

Contact the Corrimal Office

1/225 Princes Highway
Corrimal, NSW 2500

T  02 4229 8533
F  02 4228 4855

E  email@sydneyfinancialplanning.com.au

Link to Google Maps

Contact the Wollongong Office

Suite 5C
52 Burelli Street
Wollongong, NSW 2500

T  02 4229 8533
F  02 4228 4855

E  email@sydneyfinancialplanning.com.au

Link to Google Maps

Contact the Sydney - City Office

Level 10
20 Martin Place
Sydney NSW 2000

T  02 9328 0876
F  02 8079 5879

E  email@sydneyfinancialplanning.com.au

Link to Google Maps

 

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