Pivotal Financial Planning was founded in 2002 by Stacey Sykes. Stacey is an authorised representative of Affinia Financial Advisers Limited (AFSL 237827). Stacey and his staff are dedicated to assisting our clients’ needs and objectives, our firm retains a family atmosphere that allows us to get to know our clients and support them in the achievement of reaching their financial goals.
Pivotal Financial Planning are members of the AFA. Click here to download the AFA Code of Ethics.
Stacey commenced in the financial planning industry in 1998 originally working in his family accountancy practice as a training background in financial services. In 2002 Stacey started his own practice-Pivotal Financial Planning. Stacey has a passion for providing sound advice in wealth creation and retirement planning. His goal is to help his clients reach their financial potential by outlining a clear financial road map for their future. Stacey’s other interest include rugby union, snow skiing, keeping fit and spending time with his family.
Emma has been in the financial services industry since 2004. She has an Advanced Diploma in Financial Services and other qualifications including SMSF and estate planning. Emma specialises in portfolio construction and has extensive experience in designing and monitoring our clients investments.
Kate has a background in financial services and has completed a Diploma of Financial Planning & Diploma of Management. Kate specialises in client reviews and communicates daily with our clients to ensure our services are meeting the clients needs and objectives.
Camillia has been in the financial services industry since 2008 and has completed a Bachelor of Finance Degree, Diploma of Financial Services and Certificate lll in Financial Services. Camillia specialises in complex financial plans and investment strategies and has a vast knowledge and experience in Xplan and investment platforms.
Tara oversees the internal business management and administration of Pivotal Financial Planning and associated entities. Tara previously worked for Sykes & Associates for 10 years and has experience in accounting, taxation and small business processes.