About Community Financial Services

Our team at Community Financial Services is passionate about helping businesses and individuals achieve their financial and lifestyle goals. We have been providing professional planning advice since 2012.

Our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle for them and their families.

We are proud to service Melbourne and Geelong, and understand that sometimes financial planning can be confusing and daunting to clients. It is here where we aim to excel by tailoring our advice and guiding our clients along the financial planning journey with the care they deserve.

We are based in Point Cook and have over 100 years of combined Financial Planning experience. We are here to help you to make the right decisions, so you will have the peace of mind in knowing that your financial well being is in safe hands.

We would love to get the chance to spend time with you to get a complete understanding of your needs and help you progress through every stage of your life.

We specialise in

  • Debt Management
  • Retirement planning
  • Personal Insurance planning
  • Investment planning
  • Superannuation

So, whether you are approaching retirement, starting a business, changing careers or moving from two incomes to one, we can help you.

Please contact us on 03 8353 9439 if you have any questions.

We look forward to hearing from you today.

Our Team

Ongoing Service

How Community Financial Services can provide on going service to you:

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Your privacy is important to us and AMP Financial Planning which is part of AMP. You may request access to your personal information at any time by calling us or contacting AMP on 1300 157 173. Information collected will be subject to AMP's Privacy Policy. You can also contact us or AMP if you do not wish to receive information about products, services or offers available from us or AMP from time to time.