About Us
Providing the Ability to Pursue Financial Freedom
S and P Financial Advisers is established in 2023 with the aim of providing high-quality financial planning solutions tailored to the unique needs of our clients from various backgrounds. Our primary focus is on everyday Australian, mums and dads, and immigrants from ethnic background.
Our mission is to deliver customized financial planning services to individuals, professionals, families, and small businesses, enabling them to make informed financial decisions and secure their financial future.
We are dedicated to identifying and resolving our clients‘ intricate financial challenges, simplifying complexity, and granting them the freedom to concentrate on what truly matters in their lives.
Our goal is to forge authentic, long-term relationships with our clients because we firmly believe that our interactions are more than mere transactions.
Sunil Shrestha
Sunil is an ASIC registered qualified financial advisor with a deep passion for assisting the clients in achieving their financial goals and aspirations.
Sunil Shrestha is an Authorised Representative No. 1301111 of InterPrac Financial Planning Pty Ltd (AFSL 246638).
With over 7 years of experience in the financial planning industry, he has held various roles, including an associate advisory and planner assistant roles. Sunil holds a Master of Financial Planning and Bachelor of Professional Accounting. Sunil has been diligently serving to individuals, professionals, families, and small businesses, offering them expert advice on a spectrum of financial domains such as Superannuation, Investments, Retirement Planning, Insurance, and Centrelink.
As a SMSF Specialist Advisor™, he possesses an understanding of the complexities associated with SMSF, allowing him to offer expert guidance on how to utilize the structure to meet your financial objectives.
Belonging to a new generation of financial advisors, Sunil firmly believes that the value of his service should not be defined solely by a product but by the tangible improvements it brings to clients’ lives. Sunil holds the belief that financial planning is a long-term strategy, viewing himself not merely as an adviser to his clients but as their partner in life’s journey to gain greater control over their finances. This collaborative and client-centric philosophy underscores Sunil’s commitment to providing personalized and impactful financial guidance.
Our Mission
Our mission is to empower individuals, professionals, families, and small businesses by delivering customized financial planning services. We strive to equip our clients with the knowledge and
insights needed to make well-informed financial decisions, ensuring the security and prosperity of their financial futures.
Our Vision
To be your trusted guide on the path to financial success, known for our personalized, creative, and ethical financial planning. We dream of a future where you, your family, and your business confidently achieve your financial dreams. With us by your side, navigating the ups and downs of the market becomes a journey filled with assurance, expertise, and a friendly touch.
Our Values
Your Peace of Mind and Sleep at Night – Experience peace of mind and restful nights with our dedicated commitment to secure financial well-being. We ensure your goals are met, so you can embrace each day confidently, knowing your financial matters are in capable hands.
What we Believe to Deliver.
Tailored Solutions
Our commitment to tailoring financial solutions ensures that each client’s unique needs and goals are addressed effectively.
Long-Term Partnership
We aim to be your trusted partner on your financial journey, providing ongoing support and guidance.
Holistic Approach
We provide comprehensive financial planning services, covering all aspects of your financial life, to ensure you have a well-rounded strategy.
Understanding Unique Needs
We recognize the underserved nature of the ethnic immigrants and are well-positioned to provide them with essential financial planning advice that aligns with their circumstances and life objectives.