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Our Team & Expertise

Individual Thinkers

We’re as individually minded today as we were back when the business was founded in 1995.

We’re a tight-knit group of trusted advisers who build invaluable relationships with our clients to help you prosper, your way.

We believe our combined experience and sense of team is what gives us an edge. We’re also highly skilled in managing investment strategies, international risks and your financial wellbeing. All complete with our genuine desire to help others.

Meet The Team

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Kay Aarons

Director & Financial Adviser

“Over 25 years ago I started SFS as a small boutique personal financial planning business focussing on delivering high quality, personal service to our clients. The business has exceeded all expectations and I am most proud of the support we have provided for clients.”

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Paul Jones

Director & Senior Financial Adviser

“I am passionate about my clients and strive to work with them to absorb financial risks, arrive at and achieve the best outcomes for their personal situation.”

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Peter Kenyon

Financial Adviser / Aged Care Specialist

“I invite the whole family into meetings if that’s needed, or wanted, by my clients. It's the people that I meet and the satisfaction of knowing that I’m helping to create a better future that makes my job so rewarding.”

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Ben Walvisch

Senior Financial Adviser

“I love helping my clients to achieve their goals and thrive on making the experience as smooth and stress free as possible.”

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Gina Zammit

Accounts Manager

I’ve been with SFS for many years and have loved watching the business grow. The team are always warm and welcoming when I am in the office and make my job so easy. Their energy, calm heads and down to earth personalities are just some of the reasons I enjoy coming to work so much.”

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Zac Zap

Client Services and Administration

“Having previously worked for a large industry fund, it is refreshing and encouraging to work alongside advisors who genuinely care for their clients. I am relishing this opportunity to make an impact on people’s futures.”

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Lana Berkowitz

Practice Manager

“I have really enjoyed joining the SFS team and getting to know the key stakeholders and clients. This is an organization that really enjoys the personal touch and fosters a sense of individual accomplishment while still working as a tight-knit team”

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Elizabeth Blackley

Provisional Adviser

Lizz is passionate about helping clients achieve their financial goals and keeps up to date with the latest changes in the sector through continued coursework and professional development

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