Sydney Financial Planning
We have been a specialist financial planning company for a quarter of a century. Everything we do is based on our philosophy of taking the time to discover what really matters to our clients. A lot of the discussions we have are about intangible topics and ‘what if’ scenarios, so it requires a lot of attention, time and care to get right. Before we start thinking about the services and strategies we can offer you, we take the time to understand: •What is unique about you •What is important to you, and •What is it that you want to achieve in life We understand that everyone is unique with their own dreams and visions, and so is our advice. Life is a journey with ups and downs, and we specialise in creatively and effectively solving your financial challenge and reaping the biggest rewards from your financial successes. This LinkedIn Page contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider you financial situation and needs before making any decisions based on this information. Sydney Financial Planning ABN 35 002 976 294 is an authorised representative of Charter Financial Planning, Australian Financial Services Licensee (AFS Licence No. 234663) Please click here: to access the company's FSG.
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Verified contacts
20
available on Kipplo
LinkedIn employees
23
11 to 50 range
Open roles
—
no listings
Distinct roles
15
indexed titles
Tech stack
0
tools in use
Monthly traffic
14
organic / mo
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Decision-makers and verified team members
20 contacts with verified email or phone · masked until revealed.
- LM
Leigh Morris
Director · General Business & Management
EmailPhone - BB
Bill Bracey
Principal Director · General Business & Management
EmailPhone - GW
Gary Winwood-Smith
Director and Financial Planner · Finance & Accounting
EmailPhone - MB
Michal Bodi
Senior Financial Planner Partner · Finance & Accounting
EmailPhone - RS
Richard Stewart
Senior Financial Planner · Finance & Accounting
EmailPhone - HP
Hugo Parsons
Associate · Finance & Accounting
EmailPhone - JM
James Middleton
Financial Advisor · Finance & Accounting
EmailPhone - LS
Liam Smith
Customer Service Officer · Customer/Client Service
EmailPhone - MH
Maeve Hartnett
Client Services Officer · Customer/Client Service
EmailPhone
Showing 9 of 20 verified contacts
Top roles at Sydney Financial Planning
15 distinct titles indexed · top 10 shown.
- 5client services officer
- 2senior financial planner
- 1associate
- 1client services manager
- 1customer service officer
- 1director
- 1director and financial planner
- 1executive assistant
- 1financial advisor
- 1financial planner
- +5more titles
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