About Us

Our Experts Will Work with You on Defining Your Goals and Creating your Path to Success

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

Nigel Janson

Nigel Janson BCOM MBA FCPA CFP

Financial Adviser

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.

View my Financial Services Guide here:

SFA FSG 140425 Nigel

 

Jenny To

Jenny To

Financial Adviser

Jenny has a Bachelor of Arts from UNSW and Financial Adviser qualifications. Jenny is a Registered Financial Adviser (No 1273100).

Jenny provides client service to our existing clients and assists with advice preparation and administration.

Jenny is a Director and Responsible Manager under our licence and performs all necessary tasks to ensure that we comply with our licence conditions.

This includes managing payments and liaising with Product Providers.

Adrian McPhee

Adrian McPhee Bcom LLB JP

Financial Adviser

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.

Robert Thomas

Robert Thomas CPA CFP

Financial Adviser

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.

Candy Guo

Candy Guo

Financial Adviser

Candy provides tailored advice across wealth creation, risk management, retirement planning, and superannuation. She has experience helping clients claim life, TPD, income protection, and trauma insurance. She has seen firsthand the vital role insurance plays in protecting both individuals and their loved ones. This has deepened her commitment to ensuring that my clients are well-protected in every aspect of their financial journey.

View Candy's Financial Services Guide here:

SFA FSG 140425 Candy Guo

What
Our Clients
Say

We have been working with Nigel Janson since 2005. Nigel was recommended to us by our accountant & together they have worked closely to guide us to achieve our financial short and long term goals with our small business as well as personal finances. We have since sold our business and in retirement Nigel is still guiding us. We have listened to his advice, trusted his decisions and he has helped us achieve our comfortable retirement.

Shaun Lawler & Margot Lawler

Recently retired small business owners

Nigel is sensitive to our wishes and we have been comfortable in regard to the risk and return from our investment portfolios. Our regular meetings with him have kept us up-to-date with what we need to know, and we find that our affairs are easy for us to manage. Nigel has always ensured that we do not have to worry about any money-related issues and for this we are extremely grateful.

Mrs Anne Bennett & Prof David Bennett AO

Early Childhood Educator and Consultant Adolescent Physician

Nigel Janson of Financial MasterPlan has been my financial advisor since 2008. During that time he has acted with integrity and in a transparent manner. The Pension and Super Fund that he has recommended has performed as well as, or better than the market average. I have no hesitation in recommending Financial MasterPlan to anyone seeking investment advice.

John Baylis

Retired IT contractor

Nigel has been very diligent and professional and honest, with my financial portfolio, and I can 100% recommend Nigel to any potential clients.

Apart from his incredible financial knowledge, he is a true Professional and is always open to any suggestion, or questions one may have, and in return, will give the best possible advice for your tailored financial requirements.

Ian Westbrook

Retired medical supplies business owner

Nigel Janson has been looking after my superannuation interests for over 10 years. During this time I have found Nigel to be prompt with any request I have made and he has provided informative newsletters as to variations in the market which may affect superannuations in general. Although I would classify my superannuation as modest I feel I have always been treated in the same manner as any other superannuation investor.

Janet Oades

Retiree

Our situation has also changed a lot over this period, mainly when we moved to live and work in Japan from April 2014, remaining here in a role in Tokyo.

At the time of the move, Nigel and his team provided a comprehensive analysis of the likely local tax and investment implications of becoming Japan residents, and this has been helpful for the nearly six years we have been here.

Michael & Laysee Atkins

Senior Executive/Company Director (in Japan)

02 8267 2800