Our team & expertise
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
Director & Financial Adviser
“I’m a planner by nature, probably because of my previous life running retail businesses. It was a master class in the value of forward financial thinking.”
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.”
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.”
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.”
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.”
“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”