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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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 Part 1

 Financial Services Guide Part 2

 Privacy Policy

AFA Members

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

Stacey Sykes - Director

Stacey Sykes is the director and owner of Pivotal Financial Planning. Stacey commenced in the financial planning industry back in 1998 originally working in his family accountancy practice as a training background. In 2002 with his wife Tara they started Pivotal Financial Planning which specialises in superannuation, retirement planning, SMSF, estate planning and risk protection. The team at Pivotal pride themselves on ensuring their clients reach their financial potential now and into the future. Stacey’s other’s interest include rugby union, snow skiing, keeping fit and spending time with his family.

Tara Sykes - Administration Manager

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.

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