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A Multi-Disciplinary Financial Advisory Team

The team at the SFR Advisory Group combine expertise in Financial Planning, Superannuation and SMSF, Taxation, Mortgages and Home Loans, and Property.

By offering a wide and complimentary range of expertise, the SFR Advisory Group is able to provide its clients with high level, comprehensive financial advice above and beyond the scope of basic financial advice.

Click on any of our team’s email address’ or call our office on (08) 9220 5200 to discuss your needs.

Garth Lovelace (NEW)

GARTH LOVELACE

Managing Director
Chief Investment Committee member
SFR Planners Authorised Representative number 230508

Garth is the founder of SFR Advisory and all of its subsidiary companies. With more than 25 years of experience in financial advice, he is well equipped to advise on a range of different scenarios.

He is a Certified Financial Planner, SMSF Specialist Adviser, registered Tax Agent in Financial Planning and Superannuation matters (TAN# 24683917), and expert in estate planning.

In addition, Garth is the licensee of SFR Property Professionals, specialising in residential and commercial properties in WA, and is also licensed in real estate services in NSW.

Email: garth@sfradvisory.com.au

DEAN SAMPSON

Financial Adviser
Real Estate Sales Representative
Investment Committee Member
SFR Planners Authorised Representative number 295700

Dean is a Certified Financial Planner with over 14 years of experience in financial planning.

As an investment and retirement planning specialist, Dean will be able to help you identify and achieve your investment goals, assist with your current financial position, plan for retirement, and provide ongoing investment advice including direct share trading.

Email: dean@sfradvisory.com.au

Biplab Paul

BIPLAB PAUL

Accountant – MIPA

Biplab Paul has more than 10 years’ experience as an Accountant and SMSF Administrator. He has a Master’s Degree in Accounting from Central Queensland University and Master’s Degree in Commerce from Dhaka University.

Biplab is a Public Accountant under IPA and holds the Professional Practice Certificate. He is also a Registered Tax Agent. He has extensive knowledge of accounting and tax for individual and small businesses.

Email: paul@sfradvisory.com.au

alicia

ALICIA LOVELACE

Compliance Manager

Being the first truly multidisciplinary Advisory firm comes with one very challenging aspect – compliance! Alicia brings order to the chaos of dealing with the various financial legislative requirements. Having been with SFR for over 5 years and having completed her management studies, Alicia brings compliance to the SFR Group.

Email: alicia@sfradvisory.com.au

Saf Haque

SAF HAQUE

Financial Adviser
SFR Planners Authorised Representative number 237138

Saf has more than 20 years of experience as a financial planner, holds a Bachelor of Commerce degree from the University of WA, and is a Certified Practising Accountant (CPA) with a Financial Planning Specialist designation.

His expertise is in helping clients build their assets through various tax effective savings and investment strategies, as well as helping clients plan for retirement and providing advice in retirement. Additionally, Saf offers advice on personal risk insurance covers including income protection, critical illness, life, and total and permanent disability.

From a business perspective, key person and business succession planning issues are also covered.

Email: saf@sfradvisory.com.au

Garth Lovelace (NEW)

CATHERINE ALLEN

Licensee
Real Estate Manager and Investment Committee Member

Catherine has an impressive history with over 25 years of experience in the Perth property market.

With extensive experience in managing sales and marketing multi-million dollar apartment developments, and a proven track record in accomplishing a high level of real estate transactions throughout the western suburbs.

Key roles include advising and assisting in the preparation of feasibilities for financing development projects, as well as syndicating property investment opportunities.

Catherine has an intrinsic understanding of the residential property market and an exceptional ability to understand the nature of a transaction and how to bring parties to agreement.

Email: catherine@sfradvisory.com.au

 

Christopher Bellgard

CHRISTOPHER BELLGARD

Franchise Manager – Mortgage Choice East Perth
Christopher is the Franchise Manager for Mortgage Choice in East Perth, Perth and the Western Suburbs area.

A keen property investor, Christopher began his commercial career at SFR Advisory in 2002 after completing a Ph.D from the UWA Business School. He has worked in a number of blue chip companies in London, Sydney and Melbourne.

Christopher is here to help you feel comfortable and confident in selecting suitable finance for property, assets and vehicles. He is particularly adept at structuring finance to optimise tax benefits. You can contact him by phone (08 9220 5200), mobile (0423 009 310) or email.

Email: christopher.bellgard@mortgagechoice.com.au