Strategy First Financial Planning

Book Direct with the Owner at Strategy First Financial Planning with Adelaide Accountant in Brookvale, for all your Accountant financial and taxation needs Click on the Email or Call Now button to get your special price.

Strategy First Financial Planning (Strategy First) is an independently owned financial planning business that operates its own Australian Financial Services Licence (AFSL No. 290771). We service over 600 clients across Australia and a select group of Australian ex-pats internationally. We provide advice on over $150 million for clients across all investment classes including shares, property and cash. As a ‘fee only’ firm, our advisers are paid by salary. We do not accept commissions or rebates from fund managers or product issuers. The business was established in 2005 and was intentionally structured to ensure impartial advice and to protect clients from any conflicts of interest.