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 is a Corporate Authorised Representative (No 1243366) of Financial Masterplan Pty Ltd (AFSL 344628).
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.
Sophia is currently studying for a Bachelor of Financial Planning to enable her to be a qualified Financial Adviser in the future.
Sophia assists with our advice preparation, data entry and administration.
Ellie holds a Bachelor of Commercie in Accounting and is a Certified Practicing Accountant. She has extensive exprience in corporate finance and accounting in various industries. She has a great understandings of how businesses in all sizes work.
Ellie processes all financial transactions from start to finish, including financial reporting and providing financial insights to the business owner.
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).
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.
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.