Financial Planners
Financial Planners in Sydney
Browse financial planners across every Sydney region. Each profile lists the contact details the business publishes and a direct enquiry channel.
Professionals
Axis Financial Advisers is a financial planning practice in Parramatta. Australian Financial Services Licence 291523. ABN 32109536209.
Northstar Financial Advisers is a financial planning practice at Brookvale on the Northern Beaches. Australian Financial Services Licence 313618. ABN 46121947966.
Quinn Financial Planning provides financial planning and tax advice from Penshurst in the St George area. Australian Financial Services Licence 246411. ABN 22093357683.
Strategy First Financial Planning is a financial planning practice at Brookvale on the Northern Beaches. Australian Financial Services Licence 290771. ABN 69114540528.
What financial planners do
A licensed financial planner advises on the structural side of a property transaction — debt recycling, offset accounts, SMSF property purchases, insurance, and how a purchase fits into your broader investment and retirement plan.
Typical Sydney cost
Sydney financial planners typically charge $3,000 to $6,000 for an initial Statement of Advice covering property and broader strategy, with optional ongoing review fees of $2,500 to $5,000 per year.
How to choose a financial planner
Planners must hold an Australian Financial Services Licence (AFSL) or operate as an Authorised Representative of a licensee, regulated by ASIC. Verify on ASIC Connect's Financial Adviser Register. The four signals to confirm before engaging: Listed on the ASIC Financial Adviser Register with no current bans; Fee-for-service pricing in writing — avoid commission-only models on insurance or product; Specific property-investment experience, not just super and life insurance; Statement of Advice that explains why each recommendation is in your interests.
FAQ
Frequently asked questions
Do I need a financial planner just to buy a home?
Most owner-occupier first-home buyers don't. A financial planner adds the most value when the purchase involves investment property, SMSF structures, debt recycling, or a significant change in household income or insurance needs.
Enquiry
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