investment strategy advice, financial planning advice, business loans, home loans, superannuation, retirement planning, leasing, wealth tips, strategies to increase financial security

We specialise in investment strategies and advice, financial planning, home and investment loans, superannuation, retirement planning, business loans and equipment finance, wealth tips and strategies for your financial security

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About Us

Our Mission
Our Services
We offer a FREE Initial No Obligation Consultation!

Our Mission
To provide high quality financial advice to maximise and protect our client’s wealth.

The aim of Cadogan Financial Services is to assist you in your decision making to improve your financial security. Personal attention and technical knowledge are the keys to developing a long and satisfying relationship. By removing the maze of complexity that often exists when making financial decisions whether tax, accounting or financial planning related you can be confident in your path to financial security.

Mark Cadogan established Cadogan Financial Services in Balmain in 2006 having previously been a partner in a city based chartered accounting firm for 15 years. Developing long and rewarding relationships with a diverse range of clients at all stages of life has been the catalyst for creating a smaller , personal services firm.

Mark Cadogan B.Bus. CA
Mark has been a registered tax agent since 1987 and a qualified Chartered Accountant since 1989. In 1998 Mark recognised the need for client’s to be offered more comprehensive services than that of traditional accounting firms and became an Authorised Representative of Count Financial, Australia’s largest independently owned network of financial planning accountants and advisers.

Mark’s interests include bushwalking, the theatre and socialising with friends and family.

Apart from providing traditional accounting and taxation advice, Mark's specialty areas include:

	Wealth building and tax minimisation strategies; and
	Self-managed superannuation funds, accounting and investment advice.
	Investment advice
	Wealth Protection and;
	Lending and leasing advice

Sarah-Jane Huntington Accountant
Sarah-Jane has a Bachelor of Commerce from the University of New England. Sarah-Jane is currently undertaking the CA Program through the Institute of Chartered Accountants. She has had six years experience in the accounting industry and has been exposed to a wide range of clients.

Sarah-Jane’s interests include the theatre, spending time with family and friends, and her dog Badger.

Chris Sleiman Accountant
Chris is currently working towards a Bachelor of Business from the University of Western Sydney. Chris brings with him dedication and enthusiasm as his career develops in our practice.

Chris’s interests include rugby league, cars and a strong commitment to family and friends.

Kate Horder Administration
Kate is our welcoming face of the business. Currently working part-time Kate’s cheerful and professional manner provides a pleasant reception to all of our clients. Kate is also responsible for managing the everyday operation of the office.Outside of work, Kate is busy spending family time with her young daughter and enjoys the outdoors.

We offer a FREE Initial, No Obligation Consultation!
Contact us today for a no obligation and cost free, initial introduction to our financial planning services. This free introduction will not include specific financial planning advice or a Statement of Advice, but will help you decide whether the services we offer are right for your needs.* Find out how our services can help you.

*This free consultation does not include tax and accounting services.