About Us
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Retirement Planning

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Self Managed Super

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Wealth Creation

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Wealth Protection

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Business Protection

 
About Pivotal Financial Planning

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.

Documents

 Financial Services Guide

 Privacy Policy

AFA Members

Pivotal Financial Planning are members of the AFA. Click here to download the AFA Code of Ethics.

Stacey - Director

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 wealth protection to families and small businesses. Stacey’s other passion outside his family is rugby union where he played in his home town of Singleton and when moving to Newcastle coached Merewether Carlton Rugby First Grade in 2011,2012,2013 and 2016.In years 2014 and 2015 he was Head Coach and Assistant Coach of the NSW Country Rugby Union Cockatoos team.

Laura - Portfolio Review Manager

Laura has a background in financial planning and has completed a Diploma of Financial Planning, Advanced Diploma of Financial Planning and is a NSW Justice of the Peace. Laura commenced working for Pivotal Financial Planning in 2016 and specialises in portfolio management including direct share trades, investment reviews and has a vast experience in portfolio management, preparing financial strategies and investment para planning. Laura’s ongoing contact and communication ensures our investment clients financial goals are achieved.

Debbi - Practice Manager

With a background in financial services and the banking industry, Debbi commenced working for Pivotal Financial Planning in 2006. Debbi is a specialist in risk insurance and oversees the on-going day to day operations of the business. Debbi has a vast knowledge in risk para planning and supervises all new business and database management of the practice.

Katherine - Client Review Clerk

Katherine’s role is to complete all client annual reviews. Katherine has experience in risk quoting with all companies on the Affinia approved product list. Katherine ensures that all risk clients reviews have been completed to ensure their wealth protection is appropriate and adequate.

Tara - Administration

Tara oversees the internal business management and administration of Pivotal Financial Planning. Tara previously worked for Sykes & Associates for 10 years and has experience in accounting, taxation and small business processes.

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