Who We Are
Our Philosophy
At Saracens, we understand that every client has their unique goals, lifestyle preferences and concerns. As such, we craft tailored financial plans that reflect your individual needs. We’re committed to building long-lasting partnerships, acting as your trusted advisor through every stage of life.
With markets and economies constantly shifting, we offer proactive advice to help you navigate uncertainty and safeguard your wealth. By working closely with you, we provide the guidance and insights needed to make informed decisions. Our goal is to empower you with the tools and knowledge to confidently take control of your financial future, no matter the circumstances.
Dedicated support
Saracens Financial Consultants is a privately owned financial services firm in Alstonville, providing personalised advice with integrity and transparency. We specialise in helping individuals and families navigate their financial journey, offering straightforward advice tailored to your unique goals and circumstances. Our focus is on building long-term relationships with our clients, supporting you through every stage of life.
We offer a broad range of services, including investment, superannuation, insurance and estate planning. We tailor personalised strategies and products that align with your interests, ensuring a customised approach that reflects your needs.
At Saracens, we believe in empowering our clients with the knowledge and tools needed to take control of their financial future. To find out more about what we offer, or make a booking, contact us today at (02) 6628 8355.
Our History
Since 1987, Saracens has been dedicated to helping Australians build and enjoy their wealth. Originally founded as Stonehedge Pty Ltd ( a subsidiary of Stone & Partners), we became Saracens in 2004, maintaining our boutique approach and specialist expertise. Over the years, we’ve grown stronger, continuing to offer personalised financial services tailored to our clients' precise needs.
Meet Our Director
Philip Zappala (B. Comm, CPA, CFP)
Director & Financial Consultant
Philip has been providing financial planning advice to clients since 1994. He is a Certified Financial Planner and has completed a Bachelor’s degree in Commerce and is a CPA.
His knowledge and understanding of the technical and legislative aspects of financial services brings a superior level of experience to his clients. He is committed to providing a high quality of financial planning advice and believes the best outcomes are achieved when clients are equipped to make educated financial decisions based on objective analysis of their decisions. These attributes are particularly useful in retirement planning and superannuation strategies.
Phil also specialises in self-managed super funds, with the administration of testamentary trusts, and can guide you through many of the complexities of both planning and managing your investments.
Phil has been actively involved in the community, having been the President of Alstonville Swimming Club and Saint Joseph’s Parents and Friends Committee for a number of years. He was the treasurer of the Wollongbar Rugby Club for five years and is a keen rugby follower.
Phil holds the following qualifications and professional memberships:
- Bachelor of Commerce UQ
- Certified Practicing Accountant (CPA)
- Graduate Diploma in Investments (SIA) Applied Finance & Investments
- Certified Financial Planner (CFP)
- Member of the Financial Planning Association (FPA)
- Member of the Boutique Financial Planners (BFP)
Saracens Financial Consultants is the trading name of Saracens Pty Ltd, Australian Financial Services licensee (Licence No. 244 521). ABN 66 010 700 928. Philip Zappala is an authorised representative of Saracens Pty Ltd.
