Southern Advisory

Southern Advisory Southern Advisory is a Financial Planning practice based in Sydney, Australia. Sean Thomas and Kade Anthony are authorised representatives of Charter FP Ltd

Southern Advisory is a Sutherland Shire based Financial Planning practice which services clients all over Sydney. Southern Advisory works hard to help you reach your individual goals and objectives in relation to wealth creation and your financial security through personalised financial planning. People seek advice because they don’t have the time, knowledge or skills to manage their own finances.

We are here to help you navigate through the obstacles and help you obtain peace of mind with your financial planning. Personal insurance is the foundation to every financial plan. Have you considered the implications if you were to lose your income because you were unable to work or if you or your spouse passed away? Take action today to ensure your families future is protected. Leverage our experience and knowledge to keep up with changes in laws and regulations about tax and superannuation, understanding markets and selecting the right investment opportunity to suit your needs. These days hard working Australian's don't have the time nor the inclination to stay up to date and on top of all these issues, but it’s something financial planners do every day. Licensee: Akumin AFSL 234665 https://akumin.com.au/

See our July 2025 newsletter below
11/07/2025

See our July 2025 newsletter below

With the shortest day now behind us and a new financial year underway, there’s fresh energy in... https://eread.com.au/T83999/186101

26/09/2024

Newsletter - September 2024

Newsletter - June 2024
18/06/2024

Newsletter - June 2024

Welcome to the latest edition of our client newsletter.Our articles cover a range of topics which... https://eread.com.au/T83999/169616

20/03/2024

Newsletter - March 2024

Newsletter - September 2022
31/08/2022

Newsletter - September 2022

Welcome to the latest edition of our client newsletter, Our articles cover a range of topics... https://eread.com.au/T83999/145669

Hoping you enjoy the read, latest information from Southern Advisory.
19/07/2022

Hoping you enjoy the read, latest information from Southern Advisory.

Welcome to the latest edition of our client newsletter. Our articles cover a range of topics... https://eread.com.au/T83999/144452

Address

103/304-318 Kingsway
Caringbah, NSW
2229

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+61295246711

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