Find Financial Planners in Sydney, NSW
Sydney is home to hundreds of licensed financial planners and advisers across all specialisations. Whether you are planning for retirement, building an investment portfolio, managing an SMSF, or seeking advice on insurance and risk, FIZO lists ASIC-registered financial professionals across the Greater Sydney region.
What a Sydney Financial Planner Can Help With
- Retirement planning – Super contributions, transition to retirement, pension drawdown strategies
- Investment advice – Portfolio construction, managed funds, direct shares, property investment
- SMSF advice – Setup, compliance, investment strategy, and pension phase planning
- Insurance and risk – Life cover, income protection, TPD, and trauma insurance
- Estate planning – Wealth transfer, beneficiary nominations, testamentary trusts
- Debt and cash flow management – Strategies to reduce debt and build long-term wealth
How to Choose a Financial Planner in Sydney
All financial planners in Australia must be registered on the ASIC Financial Advisers Register. Before engaging anyone, search their name at moneysmart.gov.au to verify their registration, qualifications, and any disciplinary history. Look for planners who offer fee-for-service or fixed-fee advice to avoid conflicts of interest.
Financial planning fees in Sydney typically range from $2,500 to $6,000+ for initial comprehensive advice, with ongoing annual fees between 0.5% and 1.5% of your portfolio value if you choose ongoing management.
Areas Covered
FIZO lists financial planners across Sydney CBD, North Sydney, Parramatta, Chatswood, Bondi, Sutherland, Liverpool, Penrith, and throughout the Northern Beaches and Macarthur region.
Browse financial services professionals on FIZO or use the search tool to find a financial planner near your suburb in Sydney.