Saracens specialise in giving friendly and affordable professional financial advice to anyone who needs it. We are there to help increase and protect your wealth with sound, simplistic advice.
Saracens are a privately owned and operated Australian Financial Services licensee, dedicated to providing trusted investment advice to clients with honesty and integrity. By remaining a privately owned agency, we’re able to dedicate our focus primarily on our clients’ best interests by providing affordable quality advice. Our services are always transparent and customised to your situation.
Our History
Saracens has been helping Australians grow and enjoy their wealth since 1987. Originally established as Stonehedge Pty Ltd, a subsidiary of Stone & Partners, the change of name and ownership occurred in 2004, however we have retained the personalised services and specialist expertise of a boutique adviser.
Today, we have continued to build on our strengths and are in a better position than ever to help you grow, achieve and enjoy more.
Our Philosophy
At Saracens, we believe every client is unique, so we assist in constructing a unique plan around your personal aspirations, priorities and lifestyle. We believe it’s essential to have a reliable confidant to create a partnership for life.
The world never stands still. The volatile market, economic cycles and government changes may all impact your financial health. During these times Saracens will provide active advice for better or worse, assisting you in protecting your wealth. Working in collaboration with you, giving you the knowledge and opportunities you need to take control of your financial future.
Most importantly, we aim to create the financial security and prosperity you and your family deserve to enjoy life—now and in the future.
Our Team
Philip Zappala (B. Comm, CPA, CFP)
Director & financial consultant
Philip has been providing financial planning advice to clients since 1994. He is a Certified Financial Planner and has completed a Bachelor’s degree in Commerce and is a CPA.
His vast knowledge and understanding of the technical and legislative aspects of financial services brings a superior level of experience to his clients. He is committed to providing a high quality of financial planning advice and believes the best outcomes are achieved when clients are equipped to make educated financial decisions based on objective analysis of their decisions. These attributes are particularly useful in retirement planning and superannuation strategies.
Phil also specialises in self-managed super funds, with the administration of testamentary trusts, and can guide you through many of the complexities of both planning and managing your investments.
Phil has been actively involved in the community, having been the President of Alstonville Swimming Club and Saint Joseph’s Parents and Friends Committee for a number of years. He is currently the treasurer and playing member of the Warhorses Golden Oldies Rugby Club.
Phil holds the following qualifications and professional memberships:
ALISON PINE (B. BUS (ACCOUNTING), RG146 COMPLIANT)
ASSOCIATE FINANCIAL CONSULTANT
Alison is our Associate Financial Consultant and has been here with Saracens since 2014.
Since joining us, Alison has developed an understanding of the technical and legislative aspects of financial services through the completion of a Bachelor of Business (Accounting) and RG146 Compliance. In addition to what she has learnt about in her studies, Alison is efficient in the day to day running of the business. Alison uses this knowledge and understanding to service our clients, both old and new. Alison intends to expand on her current knowledge through further study.
Alison’s dedication and knowledge in the field makes her an asset to our team and one that we are sure you will appreciate.
Saracens Financial Consultants is the trading name of Saracens Pty Ltd, Australian Financial Services licensee (Licence No. 244 521). ABN 66 010 700 928. Philip Zappala is an authorised representative of Saracens Pty Ltd.