Mystic Surge Finance

Our Mission & Vision

Mission: To empower individuals through accessible financial education, transparent guidance, and practical tools that inspire lifelong financial confidence.

Vision: A world where financial well-being is within everyone’s reach, driven by clarity, knowledge, and trust.

Mystic Surge Finance was founded to break through confusing financial jargon and offer an approachable, human-centric experience. Our story began with a desire to bridge the gap between financial expertise and those who truly need it. Today, we help people of all backgrounds demystify money matters—turning anxiety into achievable action. From hands-on literacy sessions to innovative investing resources, every service is built for transparency, empowerment, and genuine partnership.

Meet Our Experts

  • David Northfield

    Lead Financial Advisor, Certified Financial Planner® with 15+ years of empowering clients to rethink budgeting and investment strategies.

  • Amira Sitek

    Personal Finance Educator, Chartered Accountant, passionate about making financial literacy engaging for all ages.

  • James Liu

    Investment Coach, CFA Level II, specializes in demystifying equities and smart portfolio design for beginners.

  • Named "Top Financial Advisors" by Sydney Money Weekly, 2023
  • All advisors hold active credentials and participate in annual financial ethics training
  • Member, Financial Advice Association Australia (FAAA)

Our Values

  • Clarity

    Clarity

    We communicate complex topics simply—making sure you always understand your options and next steps.

  • Integrity

    Integrity

    We act with transparency and honesty, maintaining your trust at every step of your financial journey.

  • Empowerment

    Empowerment

    We give you the knowledge and tools to make independent, confident money decisions—now and forever.