About Us
By choosing us, you're embarking on a long-term partnership geared towards achieving the freedom of financial choice, backed by a commitment to technical excellence and targeted outcomes.
Our History
In 1993, Steve Atkinson founded Atkinson & Associates, a financial planning company, and grew it from the ground up.
After establishing a strong client base, the company was renamed Atkinson Financial Planning in 2007.
In 2023, Steve sold the business to his long-time General Manager, David Saynor, and the company was rebranded as Atkinson Saynor Private Wealth (ASPW).
Our Values
At Atkinson Saynor Private Wealth, our foundation lies in our core values. Reliability isn’t just a word; it’s our pledge to you, assuring that we deliver on our promises. Driven by a profound ambition, we are dedicated to succeeding in all we do, focusing on building lasting relationships that are key to our mutual success.
Our advisory services transcend traditional results, providing education and sharing knowledge to ensure informed decisions. We make financial planning an enjoyable journey, loving what we do and sharing that passion with you.
Above all, we strive to always do the right thing, making a positive impact with every action.
The ASPW Difference
We do more than manage your finances; we provide a pathway to the financial freedom of choice. Our passion lies in demystifying the ‘complex’ into pathways of understood solutions, making money an enabler for your lifestyle dreams.
Our approach is about long-term partnership, guiding you towards your retirement goals with a clear, achievable financial strategy. Here, technical excellence meets personal aspiration, crafting a unique journey towards your financial freedom.
Meet the Team
Introducing our team at Atkinson Saynor Private Wealth, where each member brings a unique blend of expertise, dedication, and a drive to educate and empower our clients.
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David Saynor
General ManagerDavid became an Authorised Representative of Paragem and Office Manager in June 2014. Taking on a more hands on and key role of the practice in recent years, David is now General Manager and equity holder in the business since January 2017. -
Matt Jacobs
ParaplannerMatt joined Atkinson Financial Planning in March 2022 having previously spent 8 years working as a commercial insurance broker. -
Adam Faulkner
Client Administration AssistantAdam began his role as Client Administration Assistant at Atkinson Financial Planning in February of 2022, through the RMIT Cooperative Education Program.