About Us

OUR VALUES INCLUDE:

  • Always putting our client’s interests ahead of our own
  • Providing strategic advice that is sustainable over time
  • Do what we say we’re going to do
  • Be authentic and transparent
  • Assist in educating our clients so they can make informed decisions
  • To provide value for money and outstanding service
About Hero

Strategic Planners Pty Ltd is a Corporate Authorised Representative of Matrix

Corporate Authorised Representative Number: 330214.
Australian Business Number: 18 452 017 010.

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(07) 4639 4666

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Clifford Chambers, Suite 4
120 Russell Street
Toowoomba QLD 4350

OUR TEAM

Sandra Hopps
Sandra Hopps
Practice Principal and Senior Adviser
Stuart Southey
Stuart Southey

Senior Adviser

Shirley McPherson
Shirley McPherson

Paraplanner and Practice Manager

Terry Wong
Terry Wong

Client and Adviser Support Officer

OUR ADVISERS

Sandra Hopps

Sandy has had over 20 years in the financial planning industry and strives to provide professional financial advice, technical expertise and excellent client service. Sandy is a Certified Financial Planner, an internationally recognised qualification accepted for having the highest education and ethical standards in financial planning.

Her aim is to remove the complexities around financial advice for her clients, so they have peace of mind.

Sandy is married to Cameron and they have 2 beautiful boys, Hamish and Jack. Sandy loves spending quality time with her family.

Sandra Hopps
Stuart Southey

Stuart Southey

Stuart has nearly 20 years of experience as a financial adviser and works closely with clients who have a desire to create and grow their wealth and clients who want to transition to a post work life with more time for family, leisure, and travel.

Holding a Master of Financial Planning, Stuart’s experience in planning is enhanced with his technical knowledge, as well as his expertise in managing client relationships.

Shirley McPherson

Shirley works with Sandy on the technical side of the business and helps with putting together the reports and forms required to carry out our technical advice.

Shirley has a high level of strategic advice and organisational skills, ensuring our practice maintains our high standard of service.

Shirley has worked in the financial services industry since 1983, and we are lucky to have her vast experience in our business.

Shirley McPherson
Terry Wong

Terry Wong

Terry has worked in the financial services industry for almost 10 years, having worked in banking and financial planning roles.

Terry will be the friendly voice on the phone when booking appointments, and smiling face in reception. She will often be the contact sending you the various documents and forms required to ensure your planning needs are kept on track.

Community Involvement

We sponsor horses for our local Riding for the Disabled

Money is not everything. The team at Strategic Planners get a lot of joy from Bob and Hazel and in helping our local community. 

BOB
Hazel

What Our Clients Say

At Strategic Planners we help people just like you with questions like these:

  • Where is the money going and how can we manage ‘smarter’?
  • Can we send the kids to private school?
  • Can we buy an investment property?
  • What about working less/going part time?
  • How can we save for a home deposit?
  • Can we have the house we want?
  • Do we go round the world on a cruise or see Australia buy caravan?
  • Are our investment properties working for us?
  • How can we help our kids get ahead?
  • When can we retire?
  • How can we repay the mortgage sooner?
  • Should we move or renovate?
  • If one of us has as career break, will we be okay?
  • What if we retired earlier?
Strategic Help
Strategic Planners Pty Ltd (ABN 18 452 017 010) is a Corporate Authorised Representative of Matrix Planning Solutions Limited AFSL No. 238256 ACL No. 238256 ABN 45 087 470 200
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07 4639 4666