Meet our Financial Planners
Everyone wants something different out of life, and accordingly, no two plans are the same. Our authorised* financial planners aim to get to know you, so they can guide you to where you want to be.
With expertise not only in your CSC scheme but also investments and superannuation through to retirement planning and asset protection, you and your family are in safe hands.
Call us at 1300 277 777 to make an appointment today.
*Our authorised financial planners are authorised to provide advice by Guideway Financial Services (ABN 46 156 498 538, AFSL 420367). Guideway is a licensed financial services business providing CSC financial planners with support to provide members with specialist advice, education and strategies.
Meet the team
Click here to go to our videos page where you can meet each member of our Financial Planners teamFind out more here
Meet our planners
Glenn is based in Canberra and has held multiple roles within the financial services industry since 2016.Find out more
Martin is based on the Gold Coast and specialises in helping clients using our virtual and telephone advice offerings who prefer to have a meeting with their planner from the comfort of their own home or office.Find out more
Nandita is based in our Canberra office and has been providing financial advice since 2006.Find out more
Patrick is based in Brisbane and has over 9 years' experience as a financial planner.Find out more
Richard is based in Sydney and has more than 16 years of experience in the Financial Services industry.Find out more