About

About

Sovereign Financial is a highly regarded financial advisory, accountancy and lending firm that operates across Australia.

Who we are.

We deliver innovative and tailored advice. We have a proud heritage as a family business built on the values of Trust, Insight, Expertise and Relationships.

To many of our clients we are more trusted friends than advisers. We offer truly valuable advice rather than just a range of products. Our integrated approach to wealth management spans investment, taxation, superannuation, accountancy, lending services and estate planning.

Our values are our guiding principles, built around what we believe and driving how we act. They reflect our continuing aspiration to be a true ‘TIER 1’ investment firm – based on the values of Trust, Insight, Expertise and Relationships.

The Sovereign Way

We put our clients at the centre of everything we do – we call it the Sovereign Way. This drives everything we do.

It means that our clients always comes first. We focus our expertise and efforts on building them a better, more secure future.
It also means we are dedicated to delivering and demonstrating real care to our clients, developing relationships over many years, and generations,
of deep trust, and even friendship.

Trust

Trust lies at the very foundation of our business. Our clients place their trust in us with their hard earned investments to deliver them a better financial future. We work hard to earn that trust and prize it as our greatest business asset.

Insight

Industry and product knowledge, though important, is not enough. We apply experience to this knowledge, mix it with judgement and then deliver true insight – the basis for truly valuable financial advice.

Expertise

All our advice is based on expert knowledge. We know investments, the risks and the opportunities. And we understand how they best integrate with Taxation strategies, Superannuation and Estate planning.

Relationships

We are more than just advisers. We work very closely with our clients over the long-term, fostering genuine relationships of trust, respect, friendship and mutual reward.

The Sovereign Team

Not only do we develop close relationships with our clients but also within our staff team. We highly value the connections we build together over many years of achievement, hard work, team success and fun.

Everyone on our team is qualified and highly respected in their field of expertise.. But more than that we celebrate and value their personal contributions, their genuine dedication to the cause of the client and their passion to enjoy life.

Wealth

Leigh Marriott

Managing Director – Sovereign Financial Group
and Sovereign Taxation

CA B.Comm Dip FS (FP)

Leigh is a founding partner and Co-Managing Director of Sovereign. He specialises in Self Managed Super Funds, Strategic tax planning and Estate planning. More than 20 years of experience has taught him the value of listening closely to the needs of his clients and then passionately delivering on those needs with genuine care.

Jerome Smith

Managing Director - Sovereign Financial Group

CFP® B.A.

Jerome has over 25 years’ experience in the financial planning industry and is a founding partner and Co-Managing Director of Sovereign. His expertise lies in investment and portfolio management, retirement preparation and planning strategies, estate planning and superannuation.