Financial Planning Services
CFS offers a comprehensive range of financial planning services to our diverse range of clients. Our aim is to work closely with our clients to develop a tailored plan which is customised to their individual circumstances. We provide a number of options for consideration and manage the various stages of financial planning including information gathering, meeting and discussions, presentation of advice documents and implementation.
The firm’s principal Mark Cadogan has been offering financial planning services to clients since 1998 and a key aspect of our service offering is the ongoing review of our client’s position and portfolios to ensure the desired goals are being met. Our experience has shown all markets are dynamic and ongoing reviews are a critical aspect of the financial planning process.
Mark Cadogan is licensed under Securitor Financial Group Ltd AFSL 240687 to provide financial planning services in the following areas:
- Superannuation (Including Self Managed Superannuation Funds)
- Personal Insurance
- Managed Funds
- Shares
- Margin Lending
- Credit Activities (including home and investment mortgages)
Click here for our Financial Services Guide
Disclaimer: Mark Cadogan is an authorised representative and an authorised credit representative of Securitor Financial Group Ltd and provides financial planning services for superannuation, managed investments, personal risk insurance, shares, self managed superannuation fund investment advice, credit advice and assistance.
Mark may offer you both accounting and financial planning services however, Securitor is only responsible for the financial planning services of superannuation, managed investments, personal risk insurance, shares, self managed superannuation fund investment advice and credit activities provided by Mark Cadogan.