Terms & conditions
Generals terms related to information presented on this website.
Privacy policy
Your privacy is important to us and at SFP we comply with the Australian Privacy Principles, which have been established under the Privacy Act 1988 (Cth).
What we actually do
We believe that investing done right is based on individual values and priorities. Using our proven process to ensure we understands your situation and desired outcomes.
Disclaimer
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, Charter 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.
Still have some questions?
Or you would like to discuss your individual situation, please contact us on 02 9328 0876 to arrange an appointment.
Financial Services & Credit Guide (FSCG)
For each of our financial planners we are required to produce an individual 'Financial Services and Credit Guide'.
Useful Links
From Australian Tax through to education on behaviours that drive the financial success.
Glossary of Finance Terms
There are many financial terms that can be misleading, complicated or ambiguous. In this section, we have listed the A to Z of definitions in order to demystify the sometimes confusing world of finance for you.
Education Resources
There can be many facets to a good financial plan. Areas which your financial planner might address in your financial plan include superannuation, investment, gearing, personal insurances, retirement income, estate planning and social security...
Our Fees
Advice fees vary depending on the financial planner and the type of advice that's right for you.
Our areas of advice
There is no substitute for expertise when it comes to investing. For over 35 years we have offered our clients specialised financial planning advice across a variety of areas that has enabled them to establish, maintain and enjoy their full financial potential.
Our Vision & Values
Our Mission is to help our clients plan and achieve their goals and own tomorrow, with advice that will stand the test of time.
Our Vision
Our vision is to continue to grow and protect our clients’ assets and to help them achieve their dreams and life goals. We aim to do this in such a way as to become the trusted source of knowledge and leadership to our clients, our staff and to the wider community.
What We Value
The values that guide our actions are:
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Still have some questions?
If you want to discuss how we can work with you in more detail. Call us to arrange an appointment with one of our advisors on 02 9328 0876.
Meet Our Support Team
Behind the scenes, there is a strong and loyal support team that allows our financial planners to deliver a high calibre of advice that really makes a difference in our clients’ lives.
Kylie Gray
Reception & Office Administration
Michele Szigmund
Client Service Officer (CSO)
Steve Stolle
Senior Quality Advice Manager (QAM)
Callan Townsend
Client Relationship Manager (CRM)
Nic Matheson
Client Relationship Manager (CRM)
Jacob Ryan-McCormack
Client Relationship Manager (CRM)
Michael Allchin
Senior Client Relationship Manager (CRM)
Scott Cislowski
Quality Advice Manager (QAM)
Belinda Winwood-Smith – DFP BSc (Merit in IT)
Client Services / Paraplanner
Kate Sauer – CFP® AdvDipFS (FP)
Contracted Paraplanner
Richard Stewart
Business Development Manager
Adelaide Bracey
Operations & Marketing Assistant
Our team are here to support you
If you want to discuss any questions you may have, or book to see your financial planner. Call us directly on 02 9328 0876.