Contact

About Us

Living up to our name in everything we do.

Ingrid Stoker

Financial Planner & Director
Ingrid has been working in the financial services sector since 1996 and qualified as a financial planner in 2002. After almost 10 years as a senior planner with a well-respected firm in Canberra, Ingrid founded Principled Financial Planning in mid-2022. The new venture reflects her vision of financial planning as a professional service based on mutual trust and respect - not on product sales and funds under advice. Ingrid isn't just a technical expert. She understands the connection between financial goals and personal goals and is committed to helping each client reach their vision of a Life Well Lived. The strong, lasting client relationships built up over time make her a trusted adviser and the central point of contact for her client's financial needs.
Qualifications
> Certified Financial Planner (CFP®)> Accredited Aged Care Professional > Accredited Estate Planning Strategist> Self-Managed Superannuation Funds accreditation > Graduate Diploma of Financial Planning> Bachelor of Laws (LLB)> Bachelor of Building Arts (B.Bdg.A)
Awards
> 2020 Finalist - Women in Finance > 2019 Winner - Financial Planner of the Year (Fiducian Financial Services) > 2018 Improvement and Dedication (Fiducian Financial Serives)

Our core Values

01

Professionalism
Treating clients and colleagues with respect, fairness and objectivity.

02

Integrity
Acting with honesty and candour in all professional matters.

03

Care
Caring about our clients financial wellbeing and care in the quality of our work.

Our Service Offering

Just a chat
Sometimes you might just want to talk to someone. We're happy to explain concepts and educate you on financial matters, or give you a different and impartial perspective. We won't provide personal or product advice verbally (it's against the law) but we can steer you in the right direction.
One-off Advice
Advice at a point in time or when you have a specific problem to address. Typically, this covers things like aged care advice, administration of a deceased estate, or specific advice around a defined-benefit super scheme. We'll establish your goals and consider your entire position before preparing a comprehensive financial plan. We can assist with implementing the recommendations but there is no ongoing relationship.
Ongoing Advice
The benefits of ongoing financial advice are well documented. Our relationship-based approach is best suited to clients looking for a trusted financial partner. Our ongoing advice offering is based on an annual 'advice roadmap' which can be renewed each year - and cancelled at any time.

Living up to our name

Prin·cipled

[ adjective ]
Always behaving in an honest and moral way.

Our Fees

>Transparent fee structure > Genuine 'fee-for-service' model > No asset-based fees > Privately owned business - no relationship with product providers > No lock-in contracts > Fees might be tax deductible
Financial Services Guide
Adviser profile
Privacy Policy

Need Expert Help To Get Your Finances Sorted?

Get in touch for an obligation-free chat to see if we are a good fit for you.
Contact Us
02 6198 3385
Visit Us
Level 1 / 18 National Circuit BARTON ACT 2600
Principled Financial Planning ABN 29 660 699 178
Principled Financial Planning Pty Ltd is a Corporate Authorised Representative ASIC 1298208 of Lifespan Financial Planning Pty Ltd AFSL 229892 ABN 23 065 921 735 Copyright © 2023 All rights reserved.