Services

Strategic Financial Group Australia offers a full suite of services from financial planning and broking to accounting and legal advice. Catered towards working professionals and personalities, our specialists work together to create a comprehensive solution for wealth enhancement.

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Financial Planning

Strategic Financial Planning Australia (SFPA) was established in 2006, just before one of the most challenging investment periods in history. Throughout those early years, founder Jason Sourasis was able to deliver overwhelmingly positive results for SFPA clients. Fuelled by the referrals from these satisfied clients, SFPA began to grow rapidly.

In 2009, SFPA acquired Kerry Sourasis’ financial planning business and in doing so, added more than 35 years of experience to a young and energetic team. With the help of former Westpac Financial Planner of the Year Shannon Whitfield, SFPA opened its office in 2014.

Now well-established and with a firm reputation of providing proactive, innovative and high-quality advice to high net-worth and sophisticated investors, the SFGA family will work tirelessly on your behalf to create a financial plan that will help you work towards your long-term goals.

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Finance Broking

Strategic Finance Brokers Australia is focused on providing competitive and personalised banking solutions for our clients. Our experience in the field takes the stress out of the process and makes it easy to make informed decisions about your borrowing future. We’ll ask all the right questions to ensure your requirements are understood. Then, we’ll tailor a solution to suit you and give you access to a range of different lenders so you can secure the most appropriate loan.

We can assist with the following types of loan:
Home loans and First Home Buyer loans
Investment loans
Business loans
Business services
Commercial lending
Bridging finance
Asset finance
Motor vehicle finance and personal loans
SMSF loans
Construction and development loans
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Accounting

Our specialists at Strategic Accounting Australia offer expert advice at every stage of your life, to help you to manage your accounting and taxes throughout. With more than 30 years experience, we specialise in providing innovative and exceptional solutions to assist individuals with high net worths, who are looking to maximise their tax position and make smart investments. Our group structure ensures that no move is too difficult for us to make.

Our services include:
Accounting
Bookkeeping
Business services
Management consultancy
Organisation development
Tax planning
Tax returns
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Global Property

Strategic Global Property offers experienced investment options for our clients. We are experienced Licensed Buying Estate Agents, who work exclusively, confidentially and professionally across the total property market. Our expert advice in all aspects of property buying will assist you in achieving your financial goals. We assess, locate, evaluate and negotiate any type of property.

Our services include:
Free consultation
Authority to act and brief taken
Suburb research and analysis
Property Location
Property Valuation
Auction Attendance
Renovation Advice & Coordination
Property Management
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Legal

SFGA is partnered with Levent Shevki of Cornwall Stodart, and Daniel Trenton of Jaszac Trenton lawyers, so we can offer our clients appropriate and extensive legal services. Our strong relationships with both Levent and Daniel mean that our clients will benefit from competitive rates.

Levent Shevki
Levent has extensive Australian and international experience built from years of representing both private and public clients in commercial matters.
His broad international networks and his strong commercial and business focus mean that Levent isn’t a conventional lawyer. His practice has also focused on the sports and entertainment industry for over 10 years, in which time Levent has acted for sporting associations, athletes and international celebrities.
At commercial law firm, Cornwall Stodart, Levent is responsible for corporate governance and business strategy. He has also been recognised as one of the nation’s top lawyers in a survey conducted by the nation’s leading in-house counsel. His skills and experience are a welcome addition to the nous Strategic possess across the board.
Daniel Trenton
Daniel Trenton is experienced in criminal, migration, sports and commercial law, and has successfully represented clients across these fields.
As well as providing representation for athletes, Daniel has also worked as a consultant for the IOC, provided industrial advice in the building and construction field, represented and advised international entities on cross-border trade, and holds a vast knowledge of commercial and contractual law.
Outside of work, Daniel has attended two Olympics while competing in Taekwondo where he took home a silver medal at the 2000 games in Sydney. He strives to apply the same level of focus and excellence to his legal work.
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