SFP News

General SFP News, awards & media and a few life event updates from the team

SFP News & Celebrations 2019

SFP News July 2019

(Reading time: 1 - 2 minutes)

We're half way through 2019 and it's been a big year so far for our team!

Celebrating 30 Years

Sydney Financial Planning celebrated 30 years in business! We celebrated with a private birthday function for clients and friends of the business at the Sydney Royal Motor Yacht Club. It was a great night and milestone - a big thank you to everyone who made it on the night, it means a lot to us.

Gerald Lippman Award

We also extremely proud to share that Bill Bracey has been awarded the prestigious Gerald Lippman Perpetual Trophy for 2018. The award recognises Bill for his continued outstanding advice and contribution in his local and professional communities - congratulations Bill Bracey!

Read more on The Gerald Lippman Perpetual Trophy.

SFP Finance Launch

The introduction of mortgage broking has been a welcome addition to the services SFP provide in the changing lending market. Due to the Royal Commission and shift in the Sydney property market, banks have continued to tighten lending which has made borrowing increasingly difficult and complex. Leigh Morris our Senior Finance Advisor heads up the new team and we cover how we can help on our SFP Finance page. You can also read more in our latest newsletter below.

SFP's Annual Newsletter 2019

As per tradition, last month we published our SFP Newsletter 2019. Each of our Senior Advisors has covered topical issues that our clients have been asking for more information on. We hope you enjoy!

Download the latest newsletter - SFP Newsletter 2019. (1.3MB)



Is it time you spoke to your Financial Planner?

We are always here to help guide you on your financial journey. Contact us for advice on how to get started or have your current situation reviewed, book a coffee or call us on 02 9328 0876.


Article by Sydney Financial Planning

General Disclaimer: This article contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information. Please seek personal financial advice prior to acting on this information.