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Who we are
CA Financial Services Group have been based in
North Sydney since 1983 and we have over 28
years of practical financial planning experience
to offer our clients. At CA we provide
integrated Financial Services and Wealth
Management Solutions with a focus on Financial
Planning.
CA & You – How we work
together
Our role at CA is to understand your financial &
lifestyle goals, to provide you with a plan –
“Your Plan” to assist you to
achieve these
goals.
Our consulting process aims to take our clients
from where they are today to where they wish to
be, through the various stages of their lives.
Vision
To operate a unique, superior & profitable
financial services business.
Mission
To focus on our clients and exceed their
expectations by providing a professional, high
quality client experience with the emphasis on
Integrated Financial Services and Wealth
Management Solutions for individuals, families
and businesses.
Philosophy
To work closely with
our clients and develop long-term relationships
to ensure they achieve their lifestyle goals and
financial objectives. In a complex area, we aim
to simplify the issues and establish
cost-effective solutions by:
Focusing on our clients and
exceeding their expectations
Being passionate in attending to
our clients initial & ongoing needs and
experience
Providing accurate and
constructive advice that offers real and
valuable solutions
Offering personalised customer
service and a financial plan tailored
specifically for you
Ensuring high service standards
from CA Financial Services and our product
solution provider partners
Providing ongoing plan review and
management
Values
Honesty, Integrity, Empathy, Passion,
Persistence, Accountability and Fun
What you need to know:
The advice on this page is not based on your personal objectives, financial situation or needs. Accordingly you should consider how appropriate the advice is to those objectives, financial situation and needs before acting on the advice and, before buying any financial product, you should read the current product disclosure statement.
CA Financial Services Group Pty Ltd ABN: 94 003 100 301 is an Authorised Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327 (AMPFP). AMPFP holds an Australian Financial Services Licence (No 232706).
For further details including the financial services we can offer you and how we are remunerated for, please read the Financial Services Guide
(FSCG) below:
FSCG - CA Financial Services Group
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