Company Profile
Overview
At Strategic Financial Planning Australia Pty Ltd we believe the key to financial
planning is taking the time to understand clients’ needs, and more importantly,
future needs. The more we understand about where you are and where you
want to be, the better equipped we are to help you get there. Our role is a
technical one, based on knowledge we have accumulated over time through
study, research and experience. Together, we will establish a personalised
financial ’roadmap’ to suit where you are now, and help guide you to where you
want to be financially in the future.
The advice and recommendations we offer our clients are based entirely on
their personal needs and objectives.
Our service philosophy is simple, the client and the relationship that we have
with our clients always comes first. In order to allow us to deliver the best
customer experience and service to our clients, we have a limit on the number
of clients we are able service for each financial planner in our team. We have
learnt from experience that it’s quality that counts, not quantity. We are
selective about the clients we provide financial advice for, just as you should be
selective about who provides you with financial advice. Selecting us means
direct personal service. Experience the difference.
Strategic Financial Planning Australia Pty Ltd is a Corporate Authorised
Representative (No. 301170) of Capstone Financial Planning Pty Ltd.
Authorisations
Strategic Financial Planning Australia Pty Ltd and its Advisers are authorised to
provide advice and deal in the following financial products:
Life Products including Investment Life Insurance Products & Life Risk
Insurance Products;
Interests in Managed Investment Schemes including Investor Directed
Portfolio Services;
Deposit & Payment Products;
Retirement Savings Accounts (“RSA”) products;
Debentures, Stocks or Bonds issued or proposed to be issued by a
Government;
Superannuation;
Self Managed Superannuation Funds;
Securities; and
Standard Margin Lending Facility.
Strategic Financial
Planning Australia
Level 5, 22 William Street
Melbourne VIC 3000
PO Box 249
Collins Street West VIC 8007
Phone: 03 9615 4400
Fax: 03 9621 1447
www.sfga.com.au
Company Profile
Kerry Sourasis
Kerry has worked in banking and finance since June 1980, following two years of teaching
adults in the TAFE Education system. In 1989, she became an Authorised Representative in a
small boutique financial planning firm and in April 1992 became a Corporate Superannuation
Consultant with the National Australia Group. Since July 2001 her focus has been on Financial
Planning at both the individual and corporate level.
Kerry has had extensive experience in investment, wealth accumulation and superannuation
management within or outside a self-managed super fund environment, dealing with
managed funds, rollovers, retirement planning, direct share and listed property investments,
as well as dealing with Centrelink.
Kerry’s main focus is on helping her clients create and protect wealth tax effectively,
maximize Centrelink benefits where appropriate, so that in retirement they maintain or
extend their lifestyle options. If appropriate, Kerry also focuses on tax effective estate-
planning strategies to extend the accumulated wealth to the next generation.
Qualifications & Professional Memberships
Kerry holds a Bachelor of Economics, a Diploma in Education and a Diploma of Financial
Planning, and meets the competency requirements under ASIC’s Regulatory Guide RG 146.
Kerry is a member of the Financial Planning Association of Australia and the Institute of
Corporate Managers, Secretaries and Administrators and abides by their codes of
professional conduct and ethics.
Kam Simsek
Kam has worked in the financial services industry since 2001, initially working as a financial
accountant, learning and applying his technical skills in accounting and tax planning for
individuals and entities including self-managed superannuation funds.
Kam’s been a financial adviser since 2007 and joined the Strategic family in 2010, where he
has continued to develop and strengthen invaluable skills and experience in areas of wealth
accumulation and investment advice, tax planning, retirement planning, superannuation and
account based pensions, transition to retirement measures, estate planning and wealth
protection.
Kam’s friendly and professional attitude enables him to develop and maintain strong and
reliable relationships with his clients and co-workers alike.
Qualifications & Professional Memberships
Kam Simsek holds a Bachelor of Commerce, a Diploma and Advanced Diploma of Financial
Planning and is a registered Tax Agent, and meets the competency requirements under ASIC’s
Regulatory Guide RG 146.
Kam Simsek is a member of the Institute of Public Accountants (IPA) and abides by their code
of professional conduct and ethics.
Kam Simsek
ksimsek@sfga.com.au
Authorised Representative
No. 327624
Company Profile
This Adviser Profile has been authorised for distribution by Capstone
Financial Planning Pty Ltd. AFSL No. 223135. This Adviser Profile forms
part of the Financial Services Guide (FSG) and is to be read in conjunction
with the FSG.
Level 14, 461 Bourke Street
Melbourne Victoria 3000
1300 306 900
www.capstonefp.com.au
Strategic Financial Planning Australia Advice Fees and Charges
Strategic Financial Planning Australia Pty Ltd will be paid by Financial Planning Advice Fees as described in the Financial Services
Guide. The amount of the benefit and how it is calculated will be advised to you during your initial meeting.
Strategic Financial Planning Australia Pty Ltd’s fee for the preparation of a Statement of Advice and other Advice documents will
vary depending on the complexity involved and the time taken. You will be notified of the costs involved prior to the
commencement of any work.
Strategic Financial Planning Australia Pty Ltd provides the option of ongoing reporting and advisory services. This fee is a fixed
fee of 1.1% p.a. of the value of your holding incl. GST. You will be notified of the cost involved prior to the commencement of
any ongoing services.
Strategic Financial Planning Australia Pty Ltd pays a fixed licensing fee to Capstone Financial Planning Pty Ltd and will receive all
revenue earned from the financial services provided to you. Authorised Representatives of Strategic Financial Planning Australia
Pty Ltd will receive a salary from this company.
Other Benefits Strategic Financial Planning Australia May Receive
From time to time Authorised Representatives of Strategic Financial Planning Australia Pty Ltd may be invited to social or
sporting events and receive the occasional gift such as a bottle of wine or hamper on special occasions. These non-cash benefits
will have a value of less than $300. A register listing the details of any non-cash benefits between $100 and $300 is maintained.
These invitations and gifts do not influence the advice provided to you. If you would like more information you can request a
copy of the register.
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