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Why choose financial planning?
CSC's financial planning team are exclusively for our CSC members and their families. Our advisers act in your best interest, by operating a fee for service arrangement to help guide you towards financial freedom and reaching your retirement dreams.
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Our financial planning services
At CSC, we offer in house financial planning services for our members. Our planners can look at all aspects of wealth and provide advice to put members in a better situation.
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The process of financial planning
Financial Planner Martin talks us through the financial planning process; completing a discovery guide, initial meeting to determine if they can put you in a better financial position, preparation of the financial plan and help to put it into place.
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Meet our financial planner - Martin
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.
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Meet our financial planner - Nandita
Nandita is one of our financial planners at CSC, based in Canberra. She’s here to help provide tailored personal advice, to help members achieve their financial goals.
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Meet our financial planner - Richard
Richard is one of our financial planners at CSC, based in Sydney. He enjoys helping people feel comfortable with their financial future, given how complicated superannuation can be.
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Meet our financial planner - Glenn
Glenn is one of our financial planners at CSC, based in Canberra. He understands the importance of providing appropriate investment advice. As a financial planner, Glenn finds satisfaction in helping people smile and move forward in their lives.
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Meet our financial planner - Vishal
Vishal is one of our financial planners at CSC, based in Melbourne. Vishal likes helping people and acting in our member’s best interest.
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Meet our financial planner - Patrick
Based in Brisbane, Patrick has over 9 years' experience as a financial planner. He enjoys the satisfaction he gets when he helps concerned members achieve their goals and objectives.
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