Abacus Wealth Solutions - Financial Planning Liverpool NSW 2170

About Us

Whether you are starting a new family, preparing for retirement, or running a business, we at Abacus Wealth Solutions, will work with you, or your business, to build financial security. With offices in Liverpool and Leichhardt NSW, we help clients throughout Sydney and Australia.

We provide you with the most appropriate advice tailored to your situation.

We at Abacus Wealth Solutions, will work with you to create a customised plan that helps you manage risk and reach your financial goals through a tailored planning process.

After evaluating your needs, investment comfort level and life stage, Abacus Wealth Solutions will provide a customised financial plan to help you achieve your goals. Our financial plan may consider, amongst other things, wealth creation, insurance to mitigate risks, superannuation, Self-Managed Super Funds, retirement transitioning, aged care and tax-effective strategies.

At Abacus Wealth Solutions, we consider our clients to be at the heart of our business and provide personal solutions to help you reach your financial goals. If you have questions about your financial goals or specific financial products, please contact us and we can set up a time to meet with you. We can discuss our services and review your specific needs and will partner closely with you to build a tailored and easy to understand financial roadmap to help you reach your financial goals.

Meet the Team

John

Practice Principal and Senior Financial Adviser

BComm, DipFP, CFP® - JP

Click here to read John's CFP Certification certificate

Adviser Profile

John is a Certified Financial Planner and the founder of Abacus Wealth Solutions. With two decades of experience as a Financial Planner, Johns enjoys providing quality and understandable advice to his clients to secure their financial future. He feels an enormous sense of achievement when observing his clients enjoying the benefits earnt from his long term advice.

During his career John has received multiple acknowledgments from industry and feels his greatest achievement is being elected the National Chairman of the CFP Adviser Forum from 2017 to 2019 which was instrumental in assisting all participants in establishing successful financial planning partnerships nationally.

In his spare time, John enjoys travelling and spending time with his wife and their three active sons.

Tracey

Senior Financial Adviser

BComm, BAppFin, DipFP, CFP®
Adviser Profile

Tracey has been a financial adviser since 2003, previously managing a successful boutique financial planning business. Tracey has close relationships with all of her clients, ranging from young adults accumulating wealth to clients planning for, and in, retirement

She enjoys providing tailored financial strategies for her clients by carefully understanding their needs. Tracey’s focus is on making a positive difference, helping her clients to not only make progress, but to find confidence in their financial affairs.

Away from the office, Tracey’s most important role is being a mother. Tracey enjoys reading, watching foreign movies and spending time with family and friends.

Darren

Financial Adviser

Adv DipFP
Adviser Profile

Darren takes a holistic approach when providing financial advice to his clients and is a firm believer that through detailed planning and regular reviews, financial advice will serve to alleviate financial pressure in times of need. Darren provides personalised financial advice, working closely with clients to establish financial pathways to meet their short and long-term financial objectives, he also holds a passion for creating retirement strategies for his clients to help them achieve their financial freedom and financial goals in retirement. His areas of expertise include financial planning, personal insurance, superannuation, retirement planning and income streams and wealth creation.

When not at work, Darren enjoys spending time with family and catching up with friends. Other interests include exercising, travelling with his wife.

Paul

Adviser Support

Paul oversees and supports the client experience for the Financial Planners as well as provides administrative support in all areas of the Financial Advice process. Before joining Abacus in February 2022, Paul worked as a Financial Planner for 23+ years in one of Australia’s largest financial institutions.

During his spare time, Paul enjoys spending time with his wife and three children, gardening and travelling.

Ritu

Adviser Support

Ritu joined the financial planning industry in 2000. Prior to joining Abacus Wealth solutions in September 2021 Ritu worked as a financial planner and financial paraplanner for 22+ years in one of Australia’s leading financial institutions. As an Associate, Ritu works alongside the Financial Advisers to research and build the appropriate strategies for our clients to ensure they continue to achieve their goals and milestones throughout life. Outside of work, Ritu enjoys spending time with family and friends.

She enjoys travelling with her husband, reading and relaxing on the weekends.

Steven

Client Services Manager

Steve oversees the management of Abacus’s administration team, and coordinates our client focused approach to communication. Before joining Abacus in 2014, Steve worked in the Banking & Finance industry for 20+ years in a variety of roles including Business Banking, Corporate Banking and Private Banking. In his spare time, Steve spends his time travelling with his wife and two children.

Melina

Compliance Manager

BBus, LLB, GradCertProfLegalPrac

Melina is the Compliance Manager at Abacus Wealth Solutions. Melina is responsible for supporting the Abacus Wealth team to ensure that all client advice is compliant with current legislation and regulations. Prior to joining Abacus, Melina was a Solicitor at several leading Sydney law firms. During her spare time, Melina enjoys spending time with her three children, decorating her home and travelling.

Alex

Senior Advice Consultant

BBus

Alex has been in the Financial Planning profession for many years and has worked alongside John since 2001.

He comes with a strong technical background, having worked as a Financial Planner across many of Australia’s leading financial institutions over his extensive and diverse career. In addition to his deep knowledge of all financial planning matters, Alex’s strengths include his ability to connect well with our clients and to make them feel understood and well looked after. Alex holds a Bachelor of Business from the University of Technology, Sydney.

During his spare time, he loves spending time with his grandkids and escaping the city to go skiing and enjoys spending time on the North Coast of NSW with his adored wife.