CPB FINANCIAL PLANNING

 "Information alone is not knowledge, just as knowledge is not wisdom, nor wisdom good judgement. The enduring value of a financial relationship derives from a professional who possesses not only good information,but the judgement and experience to implement it wisely"

CPB offers a complete solution to clients, enabling them to achieve their lifestyle & financial aspirations with confidence and certainty

CPB welcomes Keiran McPhee.

We are delighted to announce that Keiran McPhee has joined CPB, becoming a welcome addition to our quality financial planner team.

With almost 20 years’ experience at some of Australia’s premier advice organisations, (including AMP and BT) as well as working for the Australian Securities Investment Commission, Keiran brings a wealth of experience and perspective in helping clients reach their financial and lifestyle goals.

Keiran is passionate about seeing people make the most of their situation, working closely with them to implement the plans that best suit their needs.  Keiran is able to cover the full range of financial planning issues from insurance and risk management needs through to investment and retirement income planning.

Given Keiran’s background he will be an asset to CPB and its clients, providing a valued extension to the advice and service of our existing planners, Vanita, Robert, Fred & Michael.

Keiran is a Certified Financial Planner ® with the Financial Planning Association. He also holds a Graduate Diploma of Applied Finance and Investment, a Graduate Diploma in Financial Planning and a Bachelor of Economics from the University of Adelaide. Keiran was also recently nominated as a finalist for a national adviser quality award.

Away from work Keiran is married and has two young children who keep him busy. He is an avid sports supporter and loves going to see a game live at Adelaide Oval or Hindmarsh stadium.

Welcome to CPB Keiran, we look forward to a long and fruitful association.

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Suzanne Paul speaks with Robert Steventon from CPB about financial planning issues (double click for full screen)

Welcome to CPB Financial Planning Services.

Relationships - Solutions - Support

Achieving your goals

We offer a complete solution to our clients, enabling them to achieve their lifestyle & financial aspirations with confidence and certainty.

This site contains information about who we are, what we do and how you can contact us to discuss your own circumstances. It will assist you in learning more about our services and be a valuable resource for financial information.

There are some tools, such as "Calculators" which you can use to obtain snapshot feedback on your own situation. There are articles of interest on investment, asset protection and financial planning that can be found in our "News" section as well as a number of economic reports. We have also included some technical papers explaining a little of the regulation and legislation that surrounds the financial services industry in Australia.

Today, more than ever it is important to be well informed so that you can make wise choices for the choices you make will determine the security and well being of your tomorrows.Far more important than markets and products, is the enduring value that is derived from a personal financial strategy, put together by a professional who possess not only good information, but also the judgement and experience to implement it wisely.

At CPB we form relationships with people that enables us to better understand their circumstances, identify their challenges, needs and wants and develop solutions to achieve their goals.

We help people implement their plans and then we regularly review our advice with our clients, so that it stays relevant as their circumstances change.

CPB Financial Services Pty Ltd and our Financial Planners are Authorised Representatives of Securitor Financial Group. Securitor is an Australian Financial Services Licensee and a Principal member of the Financial Planning Association of Australia.

We choose to partner with Securitor for their ability to provide us with excellent technical services, access to compliance professionals, leading edge software, quality administration platforms as well as an extensive range of carefully researched financial products and services.

We look forward to assisting you, simply phone us or use the "contact us" link on this website.

CPB Financial Services. Relationships - Solutions - Support.