|
Financial Planning
Catholic Super owns a licenced financial services company CSF Financial Services.
CSF Financial Services employs a qualified, experienced team of salaried professionals to provide you with a range of financial services.
|
|
What can we do?
CSF Financial Services can help you:
|
|
- develop a personalised financial plan, incorporating investments, superannuation and insurance cover
|
- maximise your retirement savings via the implementation of tax effective strategies, such as salary sacrifice, transition to retirement, co-contributrion and others suitable to your circumstances
|
- understand and meet your lifestyle and financial goals
|
- understand age pensions and other Centrelink entitlements
|
- monitor and update your financial plan as required by your changing lifestyle and personal circumstances
|
- plan for a comfortable retirement
|
- manage debt more effectively
|
- understand estate planning issues and care for your dependents
|
How do we do it?
Our aim is to help you meet your financial goals. CSF Financial Services will provide you with professional advice that takes into account your personal circumstances.
Our priority is to provide you with practical strategies and advice that is in your best interests.
Specialist product advice
Our licence authorises us to provide you with product advice and deal in the following financial products:
- retirement products including:
- retirement savings accounts
- allocated & term pensions
|
Please note that we can advise you about securities, however, we cannot provide a service to buy or sell securities. We can refer you to a stockbroker to assist you with buying and selling securities, if required.
|
- deposit & payment products
|
|
- stocks, bonds & Government debentures
|
|
Meet the Team
Tom Sammann [CA - Financial Planning Specialist, B.Bus,Dip FS(FP)]
General Manager
Bryan Coster [CFP]
Financial Planner
Mark Juricksay [Dip FP]
Financial Planner
Bette Sewell [CFP, Dip FS, AFPA, SA Fin]
Financial Planner
Craig Voyer [Adv Dip FS(FP)]
Financial Planner
Eric Marshall [B.Ed, Adv Dip FS(FP)]
Financial Planner
John Frogley [CFP]
Education Manager
Ray Sibraa [CFP]
Education Manager
Peter Naumenko [B Bus]
Para Planner
Tania Novo [Dip FS (FP)]
Para Planner
CSF Financial Services' financial planners:
- do not receive commissions
- do not have any association or relationship with other product providers
For a full explanation of fees, salary and benefits, refer to the “How are we paid?” section of the Financial Services Guide below.
Financial Services 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 2MB) and Schedule of Fees (PDF size 265kb).
CSF Financial Services Pty Limited (ABN 38 100 468 200) holds an Australian Financial Services Licence (298046).
More Information
Contact CSF Financial Services for more information about the services we can provide you:
|
Telephone |
1300 550 273 (Cost of a local call) |
| Facsimile |
(03) 9648 4720 |
| Address |
Level 1, 535 Bourke Street
Melbourne 3000 |
| Postal Address |
PO Box 333
Collins Street West
Victoria 8007 |
| Email |
info@csf.com.au |
|
FSG statement
