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
Vicki Martin
Senior Financial Planner
Vicki is passionate about helping people to improve their financial position. Adopting a personalised holistic approach allows her to support, educate and assist people through their life stages.
Vicki has been assisting people as a financial adviser for over 20 years and recently ran her own financial planning business, Objective Solutions Pty Ltd for 15 years. Prior to specialising in financial planning, Vicki was employed by a several accountancy firms, including Duesburys Chartered Accountants, where she assisted individuals, businesses, trusts and self-managed superannuation funds with taxation and accounting requirements. Vicki's experience also includes working for stockbroking firms J.B Were & Son (before Goldman Sachs); James Capel Australia (as part of the HSBC) and Roach Tilley Grice.
Vicki has previously provided teaching services via TAFE NSW in the areas of taxation and financial services, which allowed her to articulate clear appropriate information people require for understanding some of the more complex issues related to their financial position.
Her specialties include pre-retirement tax-effective accumulation of savings (superannuation), managing retirement funds, other savings, Centrelink considerations, personal risk protection, estate planning, inter-generational wealth transfer and aged care planning.
Click here to read Vicki's adviser profile
Steph Stafford
Provisional Financial Adviser
Since 2015, Steph has developed her expertise in the financial planning industry by engaging in back-office roles related to financial advice. Over the years, she has honed her skills to reach her current professional standing.
Steph maintains a solid conviction that each client possesses distinct needs, requiring tailored advice. Through her naturally analytical approach, Steph provides bespoke strategic and investment recommendations to help her clients achieve their goals. Steph’s clients can rest assured that they will receive relevant and high-quality advice suited to their individual circumstances.
As a mother, daughter, sister, and aunty, Steph leverages her understanding and personable nature to assist clients in identifying and achieving their unique financial and lifestyle objectives.
Steph's background in paraplanning, financial advice software along with her technical skills makes her a valuable member of the Goal Financial Services Team.
When she is not studying or chasing around her toddler, Steph enjoys exploring national parks and cataloguing native species.
Click here to read Steph's adviser profile