About Strategic Financial Planning

Strategic Financial Planning is a dynamic organisation that has a well-established client base in Hobart and across Tasmania.

We are experts in coaching our clients to achieve the financial security and lifestyle they aspire to through the accumulation and management of wealth. We add value to our clients lives by working with them to understand their financial goals and then assist to implement a strategy to achieve those goals.

We have a genuine and open relationship with our clients as we take on the role of mentors and financial coaches.  We are a passionate and committed team, coaching our clients to achieve their financial and lifestyle goals.

Strategic has always had a policy of hiring the "best and brightest" people and our current team is testament to this. We take great pride in our people and believe them to be the energy that drives our business.

Our Financial Advisers

Our Financial Advisers are all Directors of Strategic Financial Planning. Each of our advisers has an ongoing relationship with their clients through regular reviews, personalised advice and market updates. Our role is to focus on their future, coaching clients to financial freedom. To ensure an exceptional level of service, our Financial Advisers are supported by a dedicated paraplanning team and, in turn, our paraplanners are supported by exceptional client service officers.

Our Financial Advisers have a wealth of experience and are able to offer professional advice to help clients reach their goals sooner. Our advisers are licensed and qualified professionals who can provide general advice on a whole range of topics.

Our Team

What makes Strategic Financial Planning different?

Quite simply we treat every customer interaction in exactly the same manner we would for a close friend or family member, after all, that’s what our clients are, part of our Strategic family.

What does that mean to our clients? It simply means we are always doing our best for them, we strive to be excellent in every customer interaction that we have. From processing changes to a portfolio, to answering enquiries, to implementing very complex strategies, our promise is simply that we will do our best.

We believe that communication is the foundation to any great relationship. As part of this we keep our clients updated regularly when we are making changes to their plan or obtaining answers to questions that may have been asked. Likewise if we ever fail to meet client expectations in our service standards we welcome feedback, it really helps us continuously improve.

Advice Support Team

Jacqui Hayes

Advice & Compliance Manager / Financial Adviser

Adam Winstone

Associate Adviser

Michael Wilson

Associate Adviser

Jared Schrank

Associate Adviser

Justine Kirkpatrick

Associate Adviser

Nicole Duggan

Paraplanner

Isabel Dallas

Paraplanner

Client Service Team

Laen Mourant

Client Service Manager

Cheryl McGuire

Client Service Officer

Veronica Bomford

Client Service Officer

Maria Godfrey

Client Service Officer

Jennine Darby-Smith

Client Service Officer

Annette McVilly

Client Service Officer

Hayley Loenneker

Receptionist / Client Service Officer

Sarah Butterworth

Receptionist / Client Service Officer

Advice Support Team

  • Jacqui Hayes

    Advice & Compliance Manager / Financial Adviser

  • Adam Winstone

    Associate Adviser

  • Michael Wilson

    Associate Adviser

  • Jared Schrank

    Associate Adviser

  • Justine Kirkpatrick

    Associate Adviser

  • Nicole Duggan

    Paraplanner

  • Isabel Dallas

    Paraplanner

Client Service Team

  • Laen Mourant

    Client Service Manager

  • Cheryl McGuire

    Client Service Officer

  • Veronica Bomford

    Client Service Officer

  • Maria Godfrey

    Client Service Officer

  • Jennine Darby-Smith

    Client Service Officer

  • Annette McVilly

    Client Service Officer

  • Hayley Loenneker

    Receptionist / Client Service Officer

  • Sarah Butterworth

    Receptionist / Client Service Officer

What Our Clients Say

  • "Our relationship with Strategic Financial Planning has spanned 8 years and on reflection has been a partnership with a shared vision for our lifestyle goals along the journey.

    The long term objectives have always been to secure a comfortable retirement but along the way achieving many life goals including home improvements, overseas holidays, funding family major events, education etc that have all required planning. Strategic have always been there to provide sound advice both on a macro level and to address our individual needs. Advice has always been offered in a succinct way having complete understanding of our goals.

    Todd and his team earned our total confidence very early on as being willing to listen, understand and care about our future and that of our family. Whilst we enjoy our regular twice a year reviews Todd is always available to offer advice on the many issues that arise along the way.

    Managing investment portfolios can be complex, but our relationship with Strategic has helped keep these decisions much simpler. This will result in us transitioning to retirement over the coming years with confidence in being able to maintain the lifestyle we have been accustomed to."

    This client has agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.

  • "We have been with Strategic for about 15 years now and have no concerns about recommending them. Both David, and Mark before him, have guided us through some difficult times including forced retirement after a life changing event. David's advice has always been spot on and we are comfortable leaving our financial affairs in his hands."

    This client has agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.

  • "Planning for retirement and managing your financials during retirement are crucially important tasks for anyone. I have always found the help and advice I have received from Strategic over the years to be invaluable in meeting my long-term goals, especially when the rules surrounding retirement income seem to be constantly changing. I believe I could not be in better hands – strategically speaking."

    This client has agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.

  • "With trying to juggle between building my career and leading an increasingly busy personal life it is tough to find time to stop and focus on my financial situation. So it gives me peace of mind knowing Strategic Financial Planning are there to offer sound advice in regards to my financial goals of building and protecting my wealth and to also put things in place for me to achieve them. Having been with Strategic Financial planning for over 10 years I would not trust my financial future with anyone else."

    This client has agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.

  • "Strategic have been instrumental in providing my wife and I with sound financial advice and timely planning strategies for many years, which has now enabled us to achieve the goals we set earlier in life for our imminent retirement.

    Their well considered retirement planning strategy will allow us to retire from the work force and look forward to the next stage of our lives with confidence and financial security.

    We have every confidence in recommending the team at Strategic to provide the right advice to set your plans in place to achieve your life goals."

    This client has agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.

  • "Strategic Financial was recommended to us by some very close friends. Our first meeting with Strategic was intended to be about exploring our retirement planning options. However, due to a forced redundancy, the agenda changed to 'Help, what do we do now?'

    Simon and Todd explained how we could achieve our dream of retiring sooner rather than later. The information they gave us was comprehensive, reassuring and easy to understand. They outlined our investment options, and at our next meeting gave us a portfolio which detailed our retirement plan.

    Simon has continued as our Financial Adviser and we have 6 monthly reviews of our financial position with him. We also know that he is available if we have any queries at any other time. We can now relax & enjoy our retirement knowing that our long term future has been planned out and that we are being guided by a knowledgeable & trustworthy company."

    This client has agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.