We believe people of all income levels can do better with managing their money. We are a friendly and approachable Financial Planning team, who are responsive and accountable to the achievements of our client’s financial goals while also being flexible enough to understand and work within your constraints. We will help you build strategies and guide you through your financial future. We do this confidently, confidentially and ethically.
Strategic Financial Advisers Pty Ltd (ABN 71 139 530 242) holds an Australian Financial Services Licence (AFSL) No. 535997.
Our
Team
Robert is a highly experienced and technically competent financial planner. He has a bachelor of commerce and is qualified as a Certified Practicing Accountant (CPA) and Certified Financial Planner (CFP). He has been working as a Financial Adviser since 2001 and during that time has completed additional studies including Self Managed Super Fund accreditations and will continue more study in the future.
Adrian has a law degree and financial planning qualifications. He is passionate about helping everyday Australians achieve a financially secure and stress-free future, Adrian enjoys taking the time to understand the unique circumstances, needs and goals of his clients and use his insight and extensive financial expertise to help them overcome their financial challenges and work toward their goals.
Ian has a Bachelor of Business and an Advanced Diploma of Financial Planning. He has been working as a Financial Adviser for more than 10 years. He specialises in giving advice on Self-managed Superannuation Funds, investment and retirement planning strategies.
Peter holds a Bachelor of Commerce and a Diploma of Financial Services. He has been a licensed Financial Adviser for more than 10 years. He has experience in providing advice on a wide range of financial products including life insurance, managed funds, listed securities, and superannuation. He is an Associate of the Financial Planning Association of Australian
Robert is a highly experienced and technically competent financial planner. He has a bachelor of commerce and is qualified as a Certified Practicing Accountant (CPA) and Certified Financial Planner (CFP). He has been working as a Financial Adviser since 2001 and during that time has completed additional studies including Self Managed Super Fund accreditations and will continue more study in the future.
Adrian has a law degree and financial planning qualifications. He is passionate about helping everyday Australians achieve a financially secure and stress-free future, Adrian enjoys taking the time to understand the unique circumstances, needs and goals of his clients and use his insight and extensive financial expertise to help them overcome their financial challenges and work toward their goals.
Jenny has a Bachelor of Arts from UNSW and an RG146 qualification. Jenny is a Registered Financial Adviser (No 1273100).
Jenny provides client service to our existing clients and assists with advice preparation and administration.
Nigel holds a Bachelor of Commerce in Accounting from University of Canberra and a Masters of Business Administration (Executive) from the AGSM at UNSW. He is a Certified Practicing Accountant and a Certified Financial Planner. He is a public practice member & Fellow of CPA Australia (FCPA) and a public practice member of the Financial Planning Association. He has 25 years experience in Accounting & Financial Planning.
Nigel prepares financial strategies and advice for new clients and the manages the team in providing ongoing service to all of our clients.
Nigel is a registered Financial Adviser (No 354642).
Visit my profile on Adviser Ratings