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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.
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).
Wade is a friendly and engaging financial planner who combines his market knowledge and thorough understanding of the financial services profession to provide clear financial planning 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.
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.
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.
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.
Rhys has been working in the financial services industry since 2015, mainly working within the marketing and client services areas.
Having recently completed his studies to become an Accredited Mortgage Consultant (AMC), he saw an opportunity to grow my skill set via connecting with current and prospect clients.
Community Financial Videos
Please watch the videos below to see how Community Financial Services can help you achieve your financial goals.