SFP Clients can download a digital version of their fee disclosure statement, if you have not received your annual notification email from us - please get in touch with the team.

Fee Disclosure Statement (FDS)

First time login?

If this is your first time accessing your log in on this website you will need to create a password - please read and follow the prompts below.


Create or reset your password

If you need to create the password for your account, please do so here on the password creation page.

  1. You will be prompted to add your registered email for a verification code to be sent to you.
  2. Once you have received the verification code, you will be able to choose a new password for your account.
  3. Please keep this information somewhere safe to refer back to.

If you do not receive your verification code email after after submitting.
please call us on (02) 9328 0876 for assistance.


Log in to access your Fee Disclosure Statements

You must have recieved your valid login details (as above) to access your Fee Disclosure Statements.

Please log in to access your statements.
Please use the username provided by SFP (your registered email address), refer to the 'first' email you received from SFP.

We recommend you keep your login information somewhere safe to re-access your account in the future.


Join us for a friendly chat about your financial goals.


Get in touch or make an appointment


Suite 13 / 201 
New South Head Rd
NSW 2027

02 9328 0876

Sydney City

Level 10 / 20 
Martin Place
NSW 2000

02 9328 0876


Shop 1 / 225 
Princes Highway
NSW 2518

02 4229 8533

02 9328 0876

Come visit us by appointment at one of our three office locations.