Financial Planning - Process
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.
In Financial Planning
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.
Meet our financial planner - Martin
Martin is one of our financial planners at CSC, based in Gold Coast and offers virtual appointments. Financial planning is all about trust. Taking the first step and talking to a financial planner, like Martin, regardless of situation is how we start
Meet our financial planner - Patrick
Patrick is one of our financial planners at CSC, based in Brisbane. He enjoys the satisfaction he gets when he helps concerned members achieve their goals and objectives.
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.
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.
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.