Contact Us

If you have any questions, or would like to arrange a cost free appointment with one of our advisers you can contact our office on (02) 9258 7500.

Generally we hold appointments during business hours at our offices located at Circular Quay, however we understand that there are people for whom this is not convenient. Please feel free to enquire about possible alternatives for meeting arrangements at the time of making your appointment.

Our contact details are as follows:

61 (02) 9258 7500
61 (02) 9252 9766
Street Address:

Level 34
60 Margaret Street
Sydney, NSW. 2000
Postal Address:

PO Box R866
Royal Exchange, NSW. 1225

Ian Tonkinson
Carly Tonkinson
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    The government’s decision to follow one of the recommendations from the Australian Law Reform Commissioner’s report and adopt a national plan for elder abuse has been welcomed by a legal body.

  • Our website is really our digital office.

    Coming to our digital office means you can visit us at any time without moving, you family and friends can to. You can drop off and pick up files, you can catch up with important news, you can ask us questions on a wide range of topics, you can search providers such as Centrelink, the ATO and ASIC and often more easily than going to their sites, you can access a range of calculators, you can get to know our staff, and more. Drop in anytime!

  • Dissecting the downsizer contribution

    The 2017 federal budget included an allowance for a new type of superannuation contribution for individuals looking to downsize their principal residence. Michael Hallinan details the rules around these unique contributions.

IT Financial Services, ABN 48 097 884 976, is an Authorised Representative of Apogee Financial Planning. Apogee Financial Planning Limited ABN 28 056 426 932 is an Australian Financial Services Licensee and has its registered office at 105 - 153 Miller Street North Sydney NSW 2060. A member of the National group of companies.