Summerhill Financial Services provides financial planning services to help build, manage and protect your wealth. The value of our service is to provide the financial discipline and guidance to help you get to where you want to be.

But it’s not just about the destination, it’s about creating an enjoyable, affordable lifestyle that still allows you to build for the future.

We are committed to providing you with the highest quality of advice to achieve your goals.

We recognise that every individual is unique, with their own set of values and desires, so we tailor our advice to your specific lifestyle and financial goals.

Summerhill Financial Services Pty Ltd is privately owned by the Principal, Caroline Bell, and has its own Australian Financial Services Licence (AFS Licence No. 300038). This means we have no affiliation to any institution or product provider, so can develop the most appropriate strategies for each client.

Summerhill Financial Services is a Principal Member of the Financial Planning Association of Australia Limited, the financial planning sector’s peak professional organisation in Australia. Principal Members must pass rigorous pre-admission standards and maintain education levels.