ADVICE

Financial advisers
in Sydney

Personal financial advice from advisers based in Sydney, not a call centre somewhere else. Retirement, superannuation, investments, insurance and aged care, for people across Sydney and across New South Wales.
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Sydney, and the people in it

Our Sydney advisers work with people across Sydney, including the CBD, North Sydney, Surry Hills, Pyrmont and the inner suburbs, and clients throughout New South Wales.

Our Sydney office works with professionals, executives, business owners and private family groups, including a number of clients we have advised across more than one generation. Much of that work involves remuneration that is genuinely complicated: equity, deferred bonuses, trust distributions and interests in a business.

Sydney also produces the sharpest version of a national problem, which is how much of a household’s wealth sits in one property. Working out how to build something alongside it, and how to eventually turn it into an income, is the conversation we have most often.

Your Sydney advisers

Small team, long tenure. You will deal with the same person each time, and they live here.

New South Wales

Phil Drummond

Senior Financial Adviser
New South Wales

Kevin Nguyen

Financial Advisor
New South Wales

Marcus Walsh

Senior Financial Advisor
New South Wales

Peter Hasrouny

Financial Advisor
New South Wales

Michelle Ho

Financial Advisor
New South Wales

Anuja Gupta

Senior Financial Advisor
New South Wales

Gina Zhang

Financial Advisor
New South Wales

Angela Aspinall

Senior Financial Advisor
New South Wales

Vivian Rudra

Senior Financial Advisor
New South Wales

Virginnia Hottes

Executive Advisor
New South Wales

Archie Figueira

Senior Financial Planner
New South Wales

David Collins

Senior Financial Advisor
New South Wales

Phil Sheridan

Senior Financial Planner
New South Wales

Kieran Hall

Executive Advisor
New South Wales

Mark Fitzgerald

Executive Advisor
New South Wales

Selva Kathiresan

Senior Financial Advisor
New South Wales

John Felton

Senior Financial Planner
New South Wales

James Walker

Executive Advisor
New South Wales

Jeffrey Chien

Senior Financial Advisor
View All Advisers

What we help with

Almost nobody arrives needing all five. Most people start with one and find the others matter more than they expected.

retirement-planning

Retirement
planning

When you can stop, whether the number is enough, and how to turn it into an income that lasts.
superannuation-planning

Superannuation

Contribution strategy, consolidation, insurance inside super, and making sure the structure still suits your stage of life.
investment-advice

Investment
advice

Portfolio construction inside the advice relationship, built around your goals and your tolerance for risk.
personal-life-insurance

Personal
insurance

Life, income protection, total and permanent disability and trauma cover, sized to what your family would actually need.
aged-care

Aged
care

A parent's move into care, the family home, means-tested fees and the timing of it all.
estate-planning

Estate
planning

Wills, powers of attorney, beneficiary nominations and what happens to super, which does not pass through your will by default.

Five stages,
not five hundred pages.

The first conversation costs nothing and commits you to nothing. From there it’s a documented process, and you see the reasoning at every step rather than a recommendation landing on your desk.

Evaluation

Where you are now, what prompted the call, and an honest answer on whether we're the right fit. Sometimes the answer is that you don't need us yet.
30MIN - FREE

Discovery

The detail. Income, super, debts, insurance, family, what you're aiming at and how much risk you can genuinely live with.
1 to 2 meetings

Strategy

We build the recommendation, document it, and walk you through the reasoning before you decide anything.
Written advice

Implementation

We put it in place. Applications, rollovers, paperwork, follow-up. You sign, we chase.
We handle it

Review

Scheduled and ongoing. Your life changes, markets change, the rules change. The plan moves with them.
Ongoing

Find us in Sydney​

Our Sydney office is open for appointments, and we are happy to meet by phone or video if that is easier, or to come to you if getting in is difficult.

Sydney office details
Sydney Mortgage brokers

Questions to ask your Financial Advisor in Sydney

Do you only work with people in the Sydney CBD?
No. Our Sydney office works with clients right across New South Wales, and a good number who live further afield again. Some come in, some meet by video, and most do a mix of the two.
Which areas do you cover from the Sydney office?
Sydney and the surrounding area, including the CBD, North Sydney, Surry Hills, Pyrmont and the inner suburbs, and clients throughout New South Wales. If you are further out, we can meet by video or arrange to come to you.
Can I meet by phone or video instead of coming in?
Yes, and plenty of our Sydney clients do. The advice is the same either way. Most people mix the two: an initial meeting in person, then reviews by video.
What does financial advice cost?
Fees depend on how complex your situation is and what you need. We quote in writing before you engage, so you decide with the number in front of you rather than after the fact. The first conversation is free and carries no obligation.
Do I have enough money to need an adviser?
Advice tends to matter most at moments of change rather than at a particular balance. Retiring, selling a business or a property, an inheritance, a redundancy, a separation. If you are facing a decision you cannot easily undo, that is usually the point, whatever the number.
Can you help with Age Pension and Centrelink?
Yes. Working out entitlements, how assets and income are assessed, and how a decision about super or an investment affects what you receive is a routine part of retirement advice.
Are your Sydney advisers qualified?
Yes. All of our advisers meet the education, training and ethical standards required to give personal financial advice in Australia and appear on ASIC's Financial Advisers Register. Individual qualifications are listed on each adviser's profile.
What is a best interests duty?
It is a legal obligation to act in your best interests when giving personal advice, and to put your interests ahead of ours wherever the two could conflict. It is the reason a recommendation has to be documented with the reasoning behind it rather than simply asserted.
Do you also do home loans?
Yes, through our Sydney lending team. Advice and lending sit in the same group, so if you are weighing up a mortgage alongside a retirement or investment decision, both conversations can happen together.

Sydney advice, from people who live here.

Thirty minutes. In our office, at your kitchen table, or by video. No fee, no obligation. You will leave knowing more than when you started, even if you never come back.
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