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.