I often get asked "WHY am I a financial adviser?" It's because I like to be part of my clients' pathway to financial freedom and using my expertise to help them create the lifestyle they desire. Being part of that journey is what drives me!
I like to partner with successful and motivated professionals and business owners, to help them make the right financial decisions to reach financial prosperity without having to sacrifice their lifestyle.
Expertise
My fees
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 Gold
- Rating
- Number of reviews 10
- First year providing advice 1999
- Years of experience 26
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
CFL Financial Planning
Level 3, 240 Queen StBrisbane City, QLD 4000
Opening hours
- 8:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Astute Planning Services Pty Limited
AFSL 512023