Steve King

CFL Financial Planning

Silver
26 Yrs Experience
Brisbane City, QLD 4000
The majority of my working life has been in and around finance. During that time I’ve done everything from open the mail to developing complex investment, superannuation and retirement strategies. I have worked with more than 1,000 individuals, professionals and small business owners and I have an excellent understanding of what works and what does not work in small business…! What this means to you is that I’ve had exposure to a variety of people with their own set of problems, in many different industries and backgrounds and have helped them to get their finances back on track, and stay on track. I’d love to use this experience to help you get on the “fast-track” to a prosperous retirement.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

At CFL Financial Planning we will always be Crystal Clear about our fees and we promise to show you our fee structure in an open & transparent manner. We charge for our Time, Expertise and Experience in three distinct ways: 1. Our Advice 2. The Implementation 3. Ongoing Maintenance. We also understand that not all clients have the same service needs. That’s why we offer alternative service package options – YOU choose the Client Care Package that suits your needs. So if you do not require our full services, you don’t pay for them!

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 1996
  • Years of experience 26
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

CFL Financial Planning

Level 3, 240 Queen St
Brisbane City, QLD 4000

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Madison Financial Group Pty Ltd

AFSL 246679

5.00
1 Review
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"Steve's advice has been extremely helpful and I know I will be in good hands when I enter retirement. I highly recommend his services."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Retirement & Pension

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
1998

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Deakin University
Completed
1998

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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