SALA Financial Services is a Brisbane based, boutique financial planning firm owned and managed by Stephen Inwood. SALA is privately owned allowing us to provide our clients with a personalised and tailored financial planning service.
Our role is to respect and understand you as an individual and assist where possible to enhance your lifestyle through the achievement of your financial objectives. We work with individuals and families to ensure the preservation and growth of their financial assets and family heritage. We provide access to sophisticated financial advice through a relationship driven approach for the client.
Our clients typically seek advice with tailored recommendations, improved after-tax results especially with regard to investments, assistance with the transfer of wealth to the next generation, protection of their wealth, competitive investment options based upon an understanding of our clients’ needs and objectives and reduction of time spent overseeing their affairs and dealing with a multitude of advisers.
Steve is a Representative of Sala Financial Services AFSL 503087
We see our relationships with our clients as a partnership, working together with existing advisers in addressing matters specific to our clients situation. This differentiates us from other advisory firms both small and large in that we seek to build relationships and deliver advice normally only provided to the very wealthy.
Our firm offers a wide range of personalised, quality services to our individual and business clients. Depending on the complexity of your situation, we may seek to utilise the services offered by our strategic partners.
We believe strong client relationships are borne out of exceptional efforts by all our team members and must be based on an accurate understanding of each clients needs and objectives.
B.Ed, MBA (Fin Planning), Dip FP, CFP. Director.
Steve is the Principal of Sala Financial Services Pty Ltd. He has a Master of Financial Planning and is a Certified Financial Planner. Steve has lectured for the Securities Institute and was a member of a National Board of Advice for an International Fund Manager.
Steve has been part of the financial planning industry for more than 30 years. He started his own planning practice on the Gold Coast in 1988 through AMP before joining AMP’s management team for a period of time. During his time with AMP management he ran several Best Practice Programs in Regional Offices.
From AMP he progressed to Suncorp where he managed the integration of Financial Planners into the Branch network.
In 1998 Steve returned to advising clients and joined a Boutique Financial Planning firms. Over the next 10 year period he managed a high net worth client base.
Steve established Sala Financial in 2009 to focus on delivering a high level of personal service to clients.
BBus(Fin&Ec), JP, Dip FP. Financial Analyst.
James has worked in close partnership with Steve and Alison for many years, formally joining SALA Financial Services as the company’s first staff member in January 2018. During his time at SALA, James has worked as an Associate Financial Planner and Financial Analyst, forming an integral part of our firms strategy formulation and research capabilities.
James has completed a Bachelor of Business with majors in finance and economics at the Queensland University of Technology (QUT). James is an Accredited Aged Care Professional and has completed further studies in Financial Planning (Diploma), Business Management (Diploma, JMC Academy), and Community Justice Services (Justice of the Peace).
Outside of work James is a Justice of the Peace in the State of Queensland and volunteers his time to assist the Queensland Police Service in a variety of matters. He also volunteers his time working on the National Education Committee for the Association of Financial Advisers (AFA) which involves guest lectures in partnership with academics at the Queensland University of Technology (QUT) and the University of the Sunshine Coast (USC).
Alison has worked in the Financial Services Industry since 2003 and holds a Bachelor of Business and an MBA.
Specialising in management support to high net worth individuals and boutique specialist financial advisers. Alison is also responsible and accountable for the management of client related tasks ensuring a consistent and professional client experience.
Outside of work Alison is a Justice of the Peace (Qualified) and volunteers as a Pyjama Angel for the Pyjama Foundation.
Should a Dispute Occur Regarding Sala Financial Service
As a starting point, please contact us directly on (07) 3227 1560. We will always endeavour to address the matters that have caused your concerns.
If our Complaints Officer is unable to reach a satisfactory resolution of the complaint within 45 business days of receipt (or 90 days where we inform you more time is required), you may contact the Australian Financial Complaints Authority, or AFCA. AFCA provides fair and independent financial services complaint resolution that is free to consumers.
Telephone: 1800 931 678 (free call)
You may write to the Australian Financial Complaints Authority at GPO Box 3, Melbourne VIC 3001.
You can also make a complaint to the Australian Securities and Investments Commission (ASIC) at any time by contacting their information line on 1300 300 630.
There is no charge to you for accessing the services offered by the above organisations.