Financial Planning
Strategic Financial Planning Australia (SFPA) was established in 2006, just before one of the most challenging investment periods in history. Throughout those early years, founder Jason Sourasis was able to deliver overwhelmingly positive results for SFPA clients. Fuelled by the referrals from these satisfied clients, SFPA began to grow rapidly.
In 2009, SFPA acquired Kerry Sourasis’ financial planning business and in doing so, added more than 35 years of experience to a young and energetic team. With the help of former Westpac Financial Planner of the Year Shannon Whitfield, SFPA opened its office in 2014.
Now well-established and with a firm reputation of providing proactive, innovative and high-quality advice to high net-worth and sophisticated investors, the SFGA family will work tirelessly on your behalf to create a financial plan that will help you work towards your long-term goals.
Strategic Financial Group Australia Pty Ltd is a Corporate Authorised Representative (No. 301170) of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services Licence No. 223135).