Financial Planning
At Byfields, we believe your financial interests go beyond your tax return. We combine accounting services with a pro-active approach to your long-term financial outlook. Whether that is succession planning, superannuation or investment, we know that when it comes to money, you need to plan ahead.
Our accountants will gladly advise you on extending your financial potential. Or why not make an appointment with our financial planning team.
Regardless of your size of operation, at Byfields we strive to give the best personalised and quality service to all of our clients. Our financial planning services include:
- Wealth creation strategies
- Superannuation strategies
- Self managed superannuation
- Retirement income streams
- Alternative investments
- Wealth protection
- Tax planning
- Estate planning
- Succession planning
- Salary packaging
- Debt Reduction
Byfields Financial Planning is a Corporate Representative of Sentry Financial Services WA Pty Ltd ABN 77 103 642 888 AFSL 227748. Phil, Michael and Kinga are employees of Byfields Financial Planning and are Authorised to provide financial advice as Representatives of Sentry Financial Services WA Pty Ltd.
Financial Planning Specialists
Phil Alvaro
B. Com. CPA Dip F.P.
Financial Adviser
Phil has many years experience in the finance industry and has previously provided taxation and accounting advice through a variety of roles. He has attained a Bachelor of Business, majoring in Accounting, holds the status of Certified Practising Accountant (CPA) and has attained a Diploma of Financial Planning
Phil is based in the Perth Office and specialises in Financial Planning
You can email Phil directly here
Michael Carmody
Financial Adviser
Michael holds an Advanced Diploma of Financial Planning (Adv. Dip. FS (FP)) whilst also holding a graduate Diploma of Teaching and a Bachelor of Arts (Recreation). He has a diverse work profile including time as a community Leisure Centre Manager, Deputy Principal at Narrogin Primary School and also a Financial Planner with Commonwealth Bank of Australia. Michael grew up in Narrogin and has a very strong affiliation with the rural areas of WA.
Michael is based in the Perth Office and specialises in Financial Planning
You can email Michael directly here