Our role is to get you financially organised, make managing money easier and get you excited about what’s possible.
If money was no object, what would you do?
Would you travel the world or start a second career? Maybe master your golf swing or volunteer for a meaningful cause?
Or would you make that long awaited sea change or give the kids a helping hand?
It’s your life. You choose.
Mike Sikar
Founder & Principal Financial Advisor
Mike Sikar is the Founder and Principal Adviser of Delta Financial Group, a rapidly growing and innovative financial advisory firm which empowers Australians to better prepare for retirement by creating an income for life.
Mike has over 25 years wealth management experience in stockbroking and financial planning and his primary focus is investment advising and share-market education on an extensive range of investments both domestically and internationally.
His work ethic, passion, and determination stem from growing up in a working-class immigrant family from Ukraine. In search of a better life, more opportunities, and to provide for his family, he heavily invested in learning all that’s possible about entrepreneurship, financial markets, investment management, and the latest retirement planning strategies.
Mike founded Delta Financial Group in 2011 because he wanted to have a clear value proposition in a fee conscious world to help clients “create an income for life”.
We would say we are more than simply financial planners, we are confidants, coaches, strategists, project managers, partners and often friends, who care about your financial decisions and how they affect your family and your life.
He also been featured as a finance expert on Sky Business and was nominated by Financial Standard as one of the 50 most influential social media users in finance.
Meet the team
Jessica Wilson
General Manager / De-cluttering Specialist
Having been in client service for over 10 years, Jessica thrives on looking after our clients and ensuring their needs are met.
Jessica has been an integral part of our team since the company was founded, and is well versed in the financial planning process and facilitating positive client experiences.
Always there for our clients, Jessica is someone who you can rely on and is your ‘go-to person’ for any information or action you need. For Jessica, no request is ever too much trouble and any problem is always worth solving.
Jarrod Walter
Client Service Manager / Chief Problem Solver
Affectionally known as our “Systems Guru,” Jarrod is currently studying at the University of Wollongong completing his bachelor of commerce in financial planning and finance, where he matches his hunger for knowledge with his eagerness to solve problems.
Customer service is at the core of everything Jarrod does. His top priority is to make clients successful and to ensure their experience is consistently positive by delivering high quality, speedy and personable support.
Jarrod loves spending time with his girlfriend, family and friends and playing football for his local club in Thirroul. In his spare time, he enjoys good coffee, trying any burger he can get his hands on and live music.
Leanne Dunn
Head of Strategy / Senior Paraplanner
Leanne believes that education in financial matters is of paramount importance to people of all ages and walks of life. Her view is that financial management strategies that are carefully constructed and most importantly, understandable, can benefit those seeking assistance to achieve their financial goals.
She enjoys travelling and SCUBA diving in the South Pacific
Janessa Calma
Client Service Administrator
Janessa is someone who loves to take care of all the administrative details ensuring we always maintain our excellent level of customer service.
She is the backbone of our customer service team, prides herself in her multitasking and organisation skills and her attention to detail in second to none.
Janessa loves hiking and food trips with her friends. During her spare time, she enjoys playing guitar, dancing and creating travel vlogs.
Together, You Can Achieve More
Our values dictate how we work together
Care factor of 100
Your’re treated like our family. Your well-being is our priority. If it’s important to you, it’s important to us.
Leading the way
Providing direction and objectivity, a clear path forward, removing obstacles, identifying contingencies and getting your financial life sorted.
Empowering you to action
The best results happen when your decisions are put into motion. Motivating you to take action and get things done is our superpower. We’are your empowering agent.
Innovative for a bigger impact
Combining our creative thinking, unique financial strategies and the latest in technonogy keeps us at the forefront and ensures a truly personal experience, or truly personal experiences.
