Financial Clarity is well regarded as one of the select few boutique advisory firms in Australia. Financial Clarity was established by Principal Ken Bloomfield and the name originated from feedback as to what Ken's clients saw as the most valuable service we offered.
Financial Clarity is well regarded as one of the select few boutique advisory firms in Australia.
Located on Sydney's Lower North Shore, Financial Clarity was established by Principal Ken Bloomfield and the name originated from feedback as to what Ken's clients saw as the most valuable service we offered. Although high value was attributed to the appropriateness of our on-going financial advice, the main benefit the clients valued was the clear picture they formed of their financial choices, with particular focus on the "financial keys" or leverage points that move them towards their goals.
Our purpose is to provide our clients with clarity and direction with their financial affairs, to help them make the best choices in achieving what is important to them. It is our aim that clients have at all times a crystal clear picture of where they are in relation to their defined goals and what needs to happen to get there.
We achieve this through a tested and successful process, the Financial Blueprint model. This process helps our clients integrate the key financial disciplines of their life to ensure they are both organized (efficient) and moving towards the lifestyle they desire (effective).
Working as an adviser since 1987, Ken has the experience and skills to offer Financial Clarity's clients well considered strategic financial planning and investment advice. Ken's background in financial analysis provides a sound backdrop to understanding both investment markets and the impact of financial decision making. Ken has a B Com from the University of Western Australia and is a Certified Financial planner.
Alan has responsibility for office administration and systems management, including the integrity of the LAN and security of the company's electronic data. He also serves as compliance officer in respect of the company’s obligations under its Financial Services Licence and the general requirements of both the ATO and the Financial Planning Association. Alan's background is in accounting and financial management. He has wide commercial experience, formal accounting qualifications and is a member of the Institute of Public Accountants (IPA).
Jeffrey manages all administration, tax reporting and investment placement requirements for our in-house wealth management service, Clarity Wealth Management. Jeffrey has a Bachelor of Business and Dip Financial Markets having worked in the areas of investment administration and markets within the financial services industry for a number of years.
Mario is Financial Clarity's Planning Analyst and assists Ken in formulating and implementing financial planning strategies for clients. He has extensive financial planning experience in assisting accumulation, pre-retiree and retiree clients. Mario is also responsible for the financial and cash flow modelling during client annual reviews and strategic planning meetings with clients. Mario has both a Masters and Bachelors degree from the University of Technology Sydney and is finalising his Diploma of Financial Planning with Kaplan.
With over 30 years experience in the financial services industry as a family wealth strategist, Wayne's focus is on ensuring that his clients are educated and informed to make confident decisions about their money. Wayne is driven by the regret and disappointment his father felt when he realised at retirement that, after 30 years of service, his retirement income was half of what it could have been had he made an informed decision. Since then, Wayne has worked tirelessly to ensure his clients do not make uninformed financial decisions. As a qualified Trust and Estate Practitioner (TEP), Accredited Investment Fiduciary (AIF) and Self-Managed Super Fund Specialist Advisor, Wayne is passionate about helping his clients make informed decisions that align with their values and ensure that families can reach their financial goals and objectives.
Parth assists in Annual Reviews and in formulating and implementing financial planning strategies for clients. He has keen interest and knowledge in investment markets and taxation. Parth is building his experience in superannuation and cash flow modelling adding to his specialist knowledge in Taxation and Accounting. He has completed a Diploma of Financial Planning and CPA from Australia.
Sean assists Wayne with the day to day servicing of his clients. Sean assists in client Annual Reviews, strategic financial plans and formulation of SoAs. Sean is developing his knowledge and skills in lifetime cash flow modelling, superannuation and insurance. Sean officially joined Financial Clarity in September 2019 and has a Bachelors Degree in Financial Management and a Masters Degree from Macquarie in Banking and Finance.