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Welcome to Sefton Financial

Sefton Financial is a third generation financial planning business, servicing our clients for over 90 years.

We provide financial advice to businesses, families and individuals on their Superannuation, Retirement Planning, Centrelink, Insurance & Asset Protection and Estate Planning needs.

Our licensee is Charter Financial Planning, one of the leading dealer groups in Australia.

At Sefton Financial, we believe that it is important to provide security for your family and your assets today and to protect your position in the future.