CBC Financial Advisers has provided financial planning services to clients across Sydney, and Australia, since 1994.
We're committed to giving our clients quality financial advice that is tailored to their individual needs and circumstances. From superannuation to retirement planning, and almost everything in between, our goal is to help our clients achieve their financial goals.
Our commitment to quality advice and service is demonstrated through our adherence to the FPA Code of Professional Practice, which fosters the highest standards of professional practice and consumer protections.
Our hard work is also recognised by our peers. In 2017, we were awarded the "Outstanding Quality Advice Award" by our licensee, from a peer group of over 200 Member firms.
Our financial advisers, Dimos Fessopoulos AFP® and John Mihail CFP®, have the technical expertise and real-life experience to provide advice over a wide range of areas.
The financial planning process
Meet & Greet
We'll spend time with you to discuss your current situation, understand your goals and attitudes to investing, and outline how you can make the most of your financial future. We can then provide you with a quote so you can decide if you want to proceed with more help. This general discussion is obligation and cost-free.
If you authorise us to proceed, we'll research your options and prepare a personal financial plan tailored to your specific needs, outlining clear strategies that aim to help you reach your goals. We'll answer any questions that you have and explain the plan in detail.
Once you are completely comfortable and if you agree to your financial plan, we'll implement the best options as detailed in your plan on your behalf, setting you on the right track to financial security with peace of mind. It's that straight forward.
Update & Review
We'll keep in touch with you at regular intervals to review your situation and goals alongside your financial plan, making adjustments when necessary to keep you on the best path to achieving your goals.
With our expertise, we can help you:
- Get on the road to becoming debt-free
- Invest to give your children a brighter future
- Protect what's most important to you
- Achieve the level of financial security you're looking for
- Reach and maintain your ideal work-life balance
- Retire in comfort with peace of mind