With over 23 years in financial planning, Symmetry Financial, (AFSL 550221) was created to give John the ability to provide personalised advice to their already substantial client base.
We are based in North Ryde but happily see clients at their home or work when necessary.
We pride ourselves on thorough and considered strategic advice and
With over 23 years in financial planning, Symmetry Financial, (AFSL 550221) was created to give John the ability to provide personalised advice to their already substantial client base.
We are based in North Ryde but happily see clients at their home or work when necessary.
We pride ourselves on thorough and considered strategic advice and well diversified low cost portfolios.
We provide advice on all financial matters, but pride ourselves on being retirement specialists, and take into consideration all aspects of our clients lives and situations.
Along with John, Daniel and Faisal, Joanne and Kalee work behind the scenes to keep things running smoothly and Mike assists with business operations and sits on our investment committee.
John has completed his Bachelor of Economics and Diploma of Financial Advising and has been working in the financial planning industry since 2000 - and as a financial adviser since 2005.
John has accumulated significant experience across all facets of financial planning and specializes in pre/post retirement planning.
John is focused on u
John has completed his Bachelor of Economics and Diploma of Financial Advising and has been working in the financial planning industry since 2000 - and as a financial adviser since 2005.
John has accumulated significant experience across all facets of financial planning and specializes in pre/post retirement planning.
John is focused on understanding a client’s objectives to construct sensible and successful financial plans.
Daniel has worked in the financial services industry since 2017 and commenced working as a financial planner in 2023. He has a Master's of Financial Planning, a Graduate Certificate in Applied Finance and is a member of the Financial Advice Association of Australia.
His industry experience along with his qualifications mean that he is well
Daniel has worked in the financial services industry since 2017 and commenced working as a financial planner in 2023. He has a Master's of Financial Planning, a Graduate Certificate in Applied Finance and is a member of the Financial Advice Association of Australia.
His industry experience along with his qualifications mean that he is well placed to help clients achieve their financial goals.
Daniel has the same authorisations for providing advice and dealing in financial products as Symmetry Financial Pty Ltd.
Faisal started his career as an accountant in 2002 and then became a financial planner in 2008. Faisal has experience across a wide range of financial planning areas. Faisal has attained a Graduate Diploma of Financial, a Diploma of Financial Advising as well as his specialist SMSF and Margin Lending accreditation from Kaplan University
Faisal started his career as an accountant in 2002 and then became a financial planner in 2008. Faisal has experience across a wide range of financial planning areas. Faisal has attained a Graduate Diploma of Financial, a Diploma of Financial Advising as well as his specialist SMSF and Margin Lending accreditation from Kaplan University. He is also a member of the Financial Advice Association of Australia.
These accreditations, along with his extensive industry experience, mean that Faisal is highly qualified to help his clients achieve their financial goals.
Faisal has the same authorisations for providing advice and dealing in financial products as Symmetry Financial Pty Ltd.
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