Sovereign Financial Group Pty

Sovereign Financial Group Pty is a financial advisory and accountancy firm operating across Australia, with a heritage as a family business. Its integrated approach to wealth management spans investment, taxation, business advisory, superannuation, accountancy and estate planning. Leigh Marriott is a founding partner and Co-Managing Director, specialising in Self Managed Super Funds, strategic tax planning and estate planning, with more than 20 years of experience.

Jerome Smith is a founding partner and Co-Managing Director, holds the Certified Financial Planner certification, and his expertise lies in investment and portfolio management, retirement preparation and planning strategies, estate planning and superannuation. Andrew Lawler is a Director and Head of Investments, a member of the Financial Advice Association Australia (FAAA), and holds the Certified Financial Planner certification.

Sarah Connolly is a Director and Head of Wealth, has been working in the financial planning industry since 2002, holds the Certified Financial Planner certification, and is a member of the FAAA. Nathan Wright is a Senior Adviser based in the Ballarat office, holds the Certified Financial Planner certification, and is a member of the FAAA. Chris DiMattina has been working in the financial planning industry since 2008. The firm offers services in wealth, taxation, risk, superannuation, and compliance.

Sovereign Financial Group Pty is an accounting practice listed in the Superannuation & investment category, with its subtypes naming superannuation consulting and tax consulting alongside accounting work. The business operates from Sturt Street in Ballarat Central, and the services on its listing point to superannuation consulting and tax consulting as the areas of work it handles.

No written customer commentary accompanies the profile, so the account of the practice rests on the three named service areas and its location in the Ballarat district. Accounting, superannuation consulting and tax consulting form the core of what the business offers to individuals and organisations seeking these services, and the combination places superannuation and tax work alongside general accountancy.