02 9905 0395
EXPERTS IN FINANCIAL GUIDANCE

Northstar Financial Advisers

We are a boutique financial planning firm offering a wide range of financial services for your individual or business needs.  Located in Brookvale, we serve a diverse range of clients across the Northern Beaches, Sydney metropolitan area and beyond.

No matter what your stage of life, we can help you to secure your financial future.  We work with you to identify your specific objectives and develop strategies to successfully achieve your goals.  At Northstar we aim to build long-term client relationships by working with you regularly through the different phases of your financial life.
our expertise

We are licensed to provide financial advice in:

  • All aspects of superannuation including Self Managed Super Funds

  • Investing to grow your assets through our Managed Discretionary Account Service

  • Retirement planning and asset/cash management

  • Estate Planning

  • Personal protection insurances - Life, TPD, Income Protection, Business Expenses, Trauma

Learn more about the Advice Process in our Financial Services Guide.
our people

The Northstar Team

Alistair Saunders -                  Director & Authorised Representative (ASIC Rep 273419)

Alistair heads the Northstar Financial Advisers Team and brings to the group over 20 years of experience and insight into the financial services industry.  He is committed to developing long-term working relationships with his clients.

Alistair has attained both a Bachelor of Economics and a Graduate Diploma in Personal Financial Planning.  He is an accredited Specialist with the SMSF Association of Australia Ltd.

Leonie Morgan -                           Client Service Manager                       

Leonie brings her more than 20 years experience in coordinator roles to Northstar and holds a Diploma of Financial Planning.

Leonie works with our Adviser and is the first point of contact with our clients.

Julie Piggott -                         Financial Controller                              

Julie is a Chartered Accountant who uses her more than 20 years of experience within our business to deliver financial management.

Julie coordinates all the financial aspects of the Northstar Financial Advisers team.