About us

Strategic Solutions Australia (SSA) is a privately owned and non-aligned boutique financial planning practice who assists our clients, whatever stage of their life they've arrived at, to achieve their lifetime goals. We have been in business for over 55 years having commenced as the Bernie Jacks Group in 1958. SSA is a Professional Practice of the Financial Planning Association of Australia (FPA) that is committed to the FPA Code of Ethics and also and holds an Australian Financial Services Licence (No. 229168), granted by the Australian Securities & Investments Commission (ASIC).

At SSA our experience proves financial planning can help you achieve all your goals - not just the monetary ones. It's an interactive and ongoing process that starts with a comprehensive understanding of your current situation. Your dreams, goals and resources are woven into the analysis we do and shape the final recommendations we offer you. Together we'll develop a plan that suits your evolving priorities: covering everything from children's education to buying your ideal home, supporting aged parents or preparing for your own retirement.

SSA offers complete financial planning services. We are able to recommend products and strategies designed to help clients achieve their financial goals and support the lifestyle they desire now and in the future. We are passionate about our work and aim to develop long term relationships with our clients that achieve positive outcomes.

Value Proposition

Privately owned and Self Licenced Strategic Solutions Australia provides busy professionals, pre-retirees and retirees a consistent approach in developing and maintaining a client's financial roadmap.

Our Mission

Strategic Solutions Australia (SSA) will provide financial services that:

  • > Are unique to the needs/goals of the individual
  • > Maintain strict compliance with the Financial Planning Association's standards
  • > Ensure clients receive timely, ethical and professional advice
  • Our Vision

    To assist our clients to identify, set and achieve their financial and lifestyle goals.

    Meet the Team

    The team here at SSA consists of Wayne Roggero, Jo Burrows, Melissa D'Souza and Laura Mcleod. To learn more about the team click here.

    ABN 90 070 215 360 | AFS Licence No 229168