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At Star Financial Services we are a professional Financial Planning practice working with each client to help them create, manage and protect their wealth and meet their lifestyle goals and objectives. We are committed to providing quality and holistic financial advice. We can assist our clients with all aspects of Financial Planning, including Wealth Management incorporating Direct Share Investments, Managed Funds, Superannuation, Retirement Planning and Cashflow Management, plus Wealth Protection incorporating Life Insurance, Income Protection, Business Succession Planning, Debt Management and Estate Planning. We also work with a range of leading professionals including accountants and solicitors to ensure that our clients’ holistic financial needs are being met.

 Our aim is to establish long term relationships with our clients to ensure they obtain the future that they are looking for, both for themselves and their family. We achieve this by working with our clients to develop, implement and maintain tailored and comprehensive financial planning strategies designed to help meet their individual objectives.

 With people's lives today busier than ever, let us look after your personal financial requirements so you can achieve financial security and peace of mind. Please contact our office on 02 9979 4770 to arrange an obligation free financial consultation to see how you can use our wealth creation and protection strategies to meet your financial goals and objectives.

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Star Financial Services Questions

The Star Financial Services annual revenue was $218000 in 2024.

Robin Ouellette is the President of Star Financial Services.

11 people are employed at Star Financial Services.

Star Financial Services is based in Mona Vale, New South Wales.

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