Financial Planning made simple. Catholic Super owns a licensed financial services company Catholic Financial Services.
CSF Financial Services Pty Limited (ABN 38 100 468 200), trading as Catholic Financial Services, is a financial planning company which is wholly owned by CSF Pty Limited (ABN 30 006 169 286; AFSL 246664), the trustee company of Catholic Super (ABN 50 237 896 957). Catholic Financial Services is a Corporate Authorised Representative (CAR 248127) of Catholic Super. Under Catholic Super's AFS Licence, we are authorised to provide you with professional advice on a range of issues that takes into account your personal circumstances and individual needs. Our priority is to provide you with practical strategies and advice that is in your best interests and assist you in meeting your goals and objectives, whatever they may be.

Who provides you with the advice?

Catholic Financial Services employs a qualified and experienced team of salaried professionals to provide you with a range of financial services and advice.

Catholic Financial Services' financial planners:

• are salaried employees
• do not receive commissions
• do not have any association or relationship with other product providers

For a full explanation of fees and other important information, refer to the “Our fees and charges” section of the Financial Services Guide.

How does Catholic Financial Services provide you with financial advice?

When we provide you with personal advice, you receive a Statement of Advice (SoA), commonly referred to as a financial plan. This document details the personal advice provided, the basis on which it is given and other important information to help you make the right decision for now and into the future.

Specialist financial product advice

We are authorised to provide you with advice about and deal in the following financial products:

• retirement products including:
  • superannuation
  • allocated pensions
  • transition to retirement pensions
• deposit & payment products including First Home Saver Accounts
• managed investments
• life insurance and income protection insurance 
  

Although we cannot provide a service to buy or sell securities, we can refer you to a stockbroker to assist you if required.

Meet the Catholic Financial Services team

Craig Voyer  [CFP®, Adv Dip FS (FP)]  General Manager  (pictured) Our team of qualified financial planners are listed below:  Bryan Coster  [CFP®, Dip FP]  Financial Planner   Mark Juricksay  [CFP®, Dip FP]  Financial Planner   Bette Sewell  [CFP®, Dip FS, AFPA, SA Fin, RMC]   Financial Planner  Gavin Dealy [Dip FP]   Financial Planner  Peter Naumenko [B Bus, Dip FS(FP)]  Financial Planner

Access to free seminars

As a client of Catholic Financial Services will have access to free seminars on a wide range of topics and issues.  Visit our seminars page for more information and a listing of upcoming seminars and their locations.   

Financial Service Guide (FSG)

To find out how we operate, our relationship with Catholic Super and what information you will receive, please refer to our Financial Services Guide (PDF size 1.48MB).  

Need More Information

Contact Catholic Financial Services for more information about the services we can provide you.