Founder of the company and Specialist Financial Planning Adviser – AFP
In 1997, Brent saw an opportunity to help UK migrants and Australian expatriates transfer their UK pensions into the Australian superannuation system. A process that was – and still is – time consuming, difficult and requiring specialist advice. He established Sterling Planners to address this need and has grown the company into the Australian market leader. Sterling Planners have transferred more than £725 million in UK pension funds with a 100 per cent success rate in the 20 years Sterling Planners have been in business.
After having such a positive experience with Brent and the pension transfer process, many of his initial clients requested his advice regarding their investments and overall financial plans. Brent responded by expanding the services he provided to his clients. Today, Sterling Planners provides its clients with a full service of financial planning services, while the specialist QROPS advice for UK pension transfers still remains a core part of the business.
Brent has a loyal and committed client base which includes many successful entrepreneurs and professionals. His clients like his approachable, plain speaking style, coupled with his detailed understanding and knowledge of both the UK and Australian financial services markets.
Listen to our client testimonials and see the world of difference having a trusted adviser could mean to you.
Brent is an Authorised Representative of Fortnum Private Wealth Pty Ltd ABN 54 139 889 535 AFSL 357306 trading as Fortnum Financial Advisers.
Specialist Financial Planning Adviser, Company Director – DFP DFS (FP)
For nearly thirty years, Nic has worked in financial services industry – as a financial planner himself, or guiding the professional development of other financial planners. Before becoming a Director of Sterling Planners Pty Ltd, Nic held senior leadership roles in ANZ Banking Group, AMP Limited and CMC Stockbroking.
Nic works with his clients to help build sustainable financial platforms, allowing his clients to fulfill their current and future lifestyle goals. The majority of Nic’s clients are British migrants or Australian expats. They say they feel connected and understood by Nic – a Englishman himself – as his deep knowledge and experience span both the UK and Australian markets.
Nic is accredited to provide a broad range of financial planning advice, but has specialist skills and experience in Self-Managed Superannuation, Direct Equities and QROPS advice for UK pension transfers.
Nic is an Authorised Representative of Fortnum Private Wealth Pty Ltd ABN 54 139 889 535 AFSL 357306 trading as Fortnum Financial Advisers.
Senior Financial Planner
Mitchell is an experienced Financial Planner– having worked in financial industry for over 10 years across various wealth businesses and more recently Practice Principal and Senior Financial Planner in his own business – Diligent Planning Pty Ltd.
Mitchell provides tailor made financial advice for clients who may be young professionals, executives, Trustees, pre-retirees and retirees.
Mitchell’s specialises in Wealth Creation, Wealth Protection, Cash Flow Management, Debt Management, Retirement Planning, Inter-generational Wealth Transfer, Small Business Succession Planning, Estate Planning, SMSF Advice, Centrelink and Investment Advice.
Mitchell holds a Bachelor of Commerce degree (majors in Finance, Financial Planning and a minor in Marketing), the Certificate IV (Finance/Mortgage Broking), is an ASX Accredited Listed Product Adviser (ALPA), has completed Townsend Solicitors Accredited Estate Planning Programme and holds the CERTIFIED FINANCIAL PLANNER® designation through the Financial Planning Association.
Mitchell, through his philanthropic efforts within the community was awarded the ‘Young Australian of the Year’ in 2013, by Randwick City Council.
Our Client Services Team
Our clients often say it’s refreshing to always speak with a friendly, responsive person on the phone whenever they have a question – rather with an automated menu service. The dedicated and professional team at Sterling Planners always strive to provide you with the highest level of care and personalised service.
Our client service team are an integral and highly valued part of the financial planning team. They specialise in financial industry communications, systems and processes and ensure that all your personal information is treated with security, integrity and efficiency.