Hillross

Hillross Pacific Advisory
Est 2008
Level 14, 5 Martin Place Sydney NSW 2000
Authorised Representative and Credit Representative of Hillross Financial Services Limited.
What's your idea of Financial Freedom?

Qualifications
& Memberships

  • Master of Business Administration
  • Certified Financial Planner
  • Graduate Certificate in Applied Finance & Investment
  • ACS Accredited Aged Care Professional
  • Advanced Diploma of Financial Planning
  • Professional Diploma in Securities & Derivatives
  • Bachelor of Applied Science
  • CFP®Practitioner Member (FPA)

Areas of
Expertise

Aged care
Investments
Retirement
Self Managed Super Fund
Superannuation

One of the great transformations of the last 100 years was the addition of more than 25 years of average life expectancy.

While these extra years are a priceless gift, a life-sustaining multi-decade retirement income is now the central financial planning challenge of our time.

Our clients work purposefully towards a plan that ensures they undertake a considered retirement transition on their terms, providing an enhanced sense of security, optimism and control.

Hillross Pacific Advisory is a privately-owned retirement planning consultancy providing greater financial certainty for pre-retirees and retirees.

We work with you in a consulting capacity to bring a sense of calm and order to your financial affairs, while ensuring you have clearly defined goals in place and a strategy to achieve them.

Meet our team

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David Kennedy
Director

David specialises in retirement planning strategies. He is the author of End of…

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Stacey Brown
Practice Manager
Stacey manages all operational aspects of the business and oversees our…
Stacey manages all operational aspects of the business and oversees our administration and compliance functions.
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Jessica Wagland
Client Service Manager
Jessica manages the delivery of our client service program and provides…
Jessica manages the delivery of our client service program and provides administrative and marketing support to the advice team.

Media

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The Hillross corporate advisory firm is responsible for the content of this page. Other than as required under consumer protection law or the Corporations Act 2001 (Cth), under no circumstances will Hillross Financial Services Limited and its related companies be liable for any loss or damages caused by a user’s reliance on the content of this page.

Hillross Pacific Advisory

Office Location

Level 14
5 Martin Place Sydney NSW 2000
Ph. (02) 9051 9145
Fx. (02) 8076 7435

We speak:

English

Our Awards include:

Hillross Adviser of the Year (2014)
FPA/Future2 Community Service Best Practice Award NSW Runner-up (2013)
Hillross Award for Service to the Community (2013)
Hillross Award for Service to the Profession (2012)
Hillross Award for Professional Excellence (2009)

We're happy to meet you:

Facetime
In our office
Phone meetings
Skype
Zoom

Contact us directly:

Visit our website
Request a meeting
FSG/FSCG link