View our latest newsletter, then register for free to receive the latest financial planning articles & information.
John understands the importance of building strong relationships with clients, built on trust, empathy and an appreciation of family values. John strives to provide his clients with the best service and sound advice.
In her role as a Financial Planner, Janice specializes in working with individuals and local businesses within the Asian community, helping them in areas such as retirement planning, estate planning, education funds, Personal Insurance and investment planning.
Matt has more than 20 years Finance experience. Matt is focused on understanding his client needs and finding solutions that are practical and appropriate to meet those needs. Matt believes listening to his clients goals and objectives is critical to a successful client-planner relationship, and takes pride in his clear and regular communication with all clients.
Fred is passionate about helping his clients to build long-term wealth strategies and confidence in their financial future. Fred helps his clients to make considered and informed choices at each of the major milestones in their life, from starting a family to building and protecting wealth.
Brad has been a Financial Adviser since 2008.
Brad attained his Diploma in Financial Services (Financial Planning) in 2008, his Advanced Diploma in Financial Services (Financial Planning) in 2015, his Self-Managed Superannuation Specialist accreditation was completed in 2014 as well as his mortgage accreditation in 2009 Cert IV Financial Services (Mortgage Broking).
David joined Community Financial Services in February 2013.
He holds an Advanced Diploma of Financial Planning.
David is passionate about building strong relationships with his clients and helping them map out and achieve their financial goals.
Blair joined Community Financial Services in July 2013. Whilst completing for his Diploma of Financial Planning, he was working in the office as part of our support team. Prior to joining the practice Blair worked in the construction industry in various roles and finds that these life skills help him relate to clients.
Ed has been a Financial Planner with AMP for over 15 years. Ed holds a Diploma in Financial Planning, is an accredited Mortgage and General Insurance broker and is an affiliated member of the Financial Planners Association. Ed leverages his vast experience in the industry to assist his clients with whatever circumstances are put in front of him.
Greg joined Community Financial Services in April 2016 and comes to Community Financial Services with over 13 years’ experience in the Finance Industry. He has completed his Advanced Diploma in Financial Services in 2010 and completed a Bachelor of Business (Financial Planning) in December 2015.
Brian joined AMPFP, September 1996 as an Authorised Representative, he has 19 years experience. Brian has an Advance Diploma of Financial Services (Financial Planning)
Brian focuses on helping his client needs, finding solutions that are practical and appropriate. “NO” two cases are the same.
Wade is highly experienced in the financial service industry as he has had previous roles as General Manager for a large financial firm & CMO of the Investment Banking institute. Wade has been involved in helping people and business understand their finances for over 10 years.
Balki has an Advanced Diploma in Financial planning [ADFP)] and a specialist superannuation qualification, apart from post-graduate qualifications in Statistics and Business Administration. His advice focus is on portfolio evaluation & investment strategy to create wealth, pre and post retirement planning, funding children education and other financial goals and superannuation including Self-managed Superannuation Fund (SMSF)
Ash has come to Financial Planning with a wealth of experience developed over numerous years in the customer service industry. Throughout his career, he have developed excellent problem solving, analytical thinking and communication skills. He prides himself on delivering an exceptional service to his clients.
Community Financial Videos
Please watch the videos below to see how Community Financial Services can help you achieve your financial goals.