At Goal Financial Services, we operate an integrated team and dedicated support structure that ensures all staff members can assist you at any time with any general or administration queries, and that all advice staff discuss and design any new advice provided to our clients.
Our advisers are fully qualified and constantly update their industry knowledge and education with regular and ongoing study. Economic and technical updates are a regular feature of our monthly routine.
Robert Warry
Managing Director | Senior Financial Planner
Robert is the Managing Director of Goal Financial Services and been in the financial planning industry since 2001. Robert commenced his Financial Planning career in St. George bank in 2001 where he offered comprehensive advice to both individual clients and businesses, before establishing his own practice in 2013, located in Macquarie Park.
Goal Financial Services was established to focus on helping clients achieve their goals and objectives, whether these be financial or non-financial. Robert always takes a hands-on approach and provides a high level of service to his clients.
Each of his clients lives are vastly different from the next, which provides him with a wide skill set to assist in many facets of his clients lives including investments, margin loans, superannuation (including Self-Managed Superannuation Funds), retirement planning, income protection and life insurance.
Robert’s qualifications include Diploma of Financial Services (Financial Planning), Advanced Diploma of Financial Services (Financial Planning), and he is on track to completing his Masters in Financial Planning within the next few years.
Outside of work hours, Robert has completed 3 Ironman, a passionate trail runner and triathlete and participates in many fundraising events. As an avid football (soccer) fan his whole life, Robert has also shown further dedication to this sport with a lengthy 25-year refereeing career to his repertoire.
Click here to read Robert’s adviser profile
Steph Stafford
Financial Planner
Steph Stafford is a Financial Planner with a decade of industry experience under her belt. She firmly believes that every client is unique and deserves personalised advice. With her sharp analytical skills, Steph crafts bespoke strategic and investment recommendations to help her clients reach their financial goals. You can count on her to deliver high-quality, relevant advice tailored to your specific needs.
As a mum, daughter, sister, and aunty, Steph brings a warm, relatable touch to her work. She understands the importance of balancing life's demands and uses her personal insights to help clients identify and achieve their financial and lifestyle objectives. Whether you're planning for retirement, building wealth or looking to protect what you already have, Steph is here to guide you every step of the way.
When she is not studying or chasing around her toddler, Steph enjoys exploring national parks and cataloguing native species.
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Vicki Martin
Client Services and Advice Support
Vicki Martin brings over two decades of experience in financial planning and professional services to her current role in client services and advice support. While no longer practising as a financial adviser, Vicki continues to make a significant contribution to our team through her technical expertise, attention to detail, and commitment to delivering high-quality service to clients.
Vicki previously operated her own financial planning practice, Objective Solutions Pty Ltd, for 15 years. Her earlier career included roles with respected accountancy firms, such as Duesburys Chartered Accountants, where she assisted individuals, businesses, trusts and self-managed superannuation funds with taxation and accounting matters. She also held positions in prominent stockbroking firms including J.B. Were & Son, James Capel Australia (HSBC), and Roach Tilley Grice.
In addition to her professional experience, Vicki has provided education and training in taxation and financial services through TAFE NSW, demonstrating her ability to convey complex information in a clear and practical manner.
Her areas of expertise include superannuation, retirement planning, Centrelink strategies, personal insurance, estate planning, aged care advice, and intergenerational wealth transfer. Although she no longer provides financial advice, Vicki continues to utilise this knowledge to support the advice process and contribute meaningfully to the client experience.