Southern Advisory is a Sutherland Shire based Financial Planning practice which services clients all over Sydney. Southern Advisory based in Caringbah works hard to help you reach your individual goals and objectives in relation to wealth creation and you

Sean Thomas

" I strive to provide holistic personalised advice with a strong focus on superior ongoing service. I enjoy assisting clients with their unique goals and objectives by developing strategies which put clients in control of their finances. I love to work hard to attain financial security for clients. "

Southern Advisory is focused on providing an intimate, flexible and client focused financial advice business.
Southern Advisory is aligned with Pinnacle Advisory Services Group which has helped thousands of Australians achieve financial security and meet their goals and objectives. Southern Advisory is dedicated to helping you in areas such as wealth creation, your superannuation and tax issues, retirement planning, insurances, estate planning, the list goes on.
The following quotes help sum up Southern Advisory's business philosophy.

To give real service you must add something which cannot be bought or measured with money, and that is sincerity and integrity.
-Donald A. Adams

Our financial planner Sean Thomas has been in financial services for 10 years. He is a passionate financial planner who has a Bachelor of Commerce from the University of Wollongong and an Advanced Diploma of Financial Services (Financial Planning). He is committed to tailoring financial plans which meet individual's needs and providing achievable financial solutions for his clients, as well as strong focus on client service. Living in the Sutherland Shire Sean is a family man with 2 young boys and 1 little girl. Outside financial planning Sean’s interests are sports, friends and family.

Steve Jobs summed up Sean’s business outlook –
Your work is going to fill a large part of your life, and the only way to be truly satisfied is to do what you believe is great work.

Southern Advisory ABN 63 066 365 929 , Authorised Representative No. 437285 Charter Financial Planning Limited.
ABN 35 002 976 294 AFS Licence No. 234665
Registered Office: Level 9, 750 Collins Street, Docklands VIC 3008
Charter Financial Planning is a member of the AMP Group. The AMP Group includes companies formerly part of the Australian and New Zealand operations of AXA Asia Pacific Holdings Limited.
Sean Thomas' Financial Services Guide (FSG)
Kade Anthony's Financial Services Guide (FSG)
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