We are a financial advisory firm who work closely with progressive accounting firms and their clients in the Parramatta region.

Why did we come to the office today?

We exist to assist you in successfully dealing with your financial planning, investment and insurance needs, with a specialist interest and expertise in Self Managed Super Funds (SMSFs).

Meet Wayne Collis

After many years of working in a large banking institution and other major financial planning organisations, Wayne co-founded NewStart Financial in 2011 to create an organisation which prioritised people and their needs over their investable dollars.

Our objective is to provide you with informed, well researched, clear and straight forward advice that will assist you in making sound financial decisions.

Our aim is to ensure that the decisions that you will make have a positive impact on your most precious assets - You, your family, your business, your future.



We focus on what we do best, and so does your accountant

Your accountant is one of the clever ones, who understand the importance of focusing on what you do best and partnering with trusted advisers to do what they do best.



Together, as a team with individual and specialist knowledge and skills, we focus on you, your individual circumstances, objectives and dreams. We take a 'holistic' view of your world, and work with you to ensure that all bases are covered.



Integration is the Key. Succession, estate and superannuation planning all have tax considerations and are best delivered as part of an integrated plan and process. Your accountant will work with us to bring these elements together and to assist you through the planning process

Grad Dip FP CFP
ASIC Adviser ID 1004502

Director

Financial Planner

SMSF Specialist

Wayne Collis is a certified financial planner with more than 20 years’ experience in the financial services industry.

 

During this time Wayne has worked in a variety of advisory and managerial roles in financial planning and wealth management specialising in structural, strategic, insurance and investment advice for self-managed super fund and trust clients

 

Wayne holds a Graduate Diploma in Financial Planning from Deakin University and is a practicing member of the Financial Planning Association.

Also in Wayne's corner are the professional support team from Merit Wealth, backed by a wealth of 'best of breed' industry know-how and resources.

NewStart Financial Pty Ltd ACN: 138 037 680
Asic No. 339157 is an authorised representative of Merit Wealth Pty Ltd ABN: 89 125 557 002 (AFSL 409361)

2016 Merit Planning Pty Ltd 

Suite 1.04, 102 Bennelong Parkway
Sydney Olympic Park NSW 2127

T: 02 8789 0175

F: 02 8756 5441
 

The content of this site is dated October 2016 and has been prepared for NewStart Financial Pty Ltd by Merit Wealth Pty Ltd, ABN 89 125 557 002 under Australian Financial Services Licence No. 409361, (“Merit Wealth”).Merit Wealth is wholly owned by Hayes Knight Financial Services Pty Ltd, (HKFS). HKFS is a subsidiary of Easton Distribution Services Pty Ltd (ABN: 67 167 184 072), a wholly owned subsidiary of Easton Investments Limited (ABN: 48 111 695 357), (EAS) an ASX listed company. This information has been given in good faith and has where applicable been derived from sources believed to be accurate at its issue date. However, it should not be considered a comprehensive statement on any matter nor relied upon as such. Merit Wealth Pty Ltd recommends that you obtain further information and conduct your own due diligence on the services it is offering and obtain your own professional advice on whether they are appropriate for you and your practice. This information has been prepared without taking into account your objectives, financial situation or needs. Before acting on this information consider its appropriateness. © Merit Wealth Pty Ltd.