People
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Guy Cotter BA DipFP CFP JP
Director
Certified Financial Planner
ASIC Authorised Representative No.248312
Email: guy@cafinancialservices.com.au
Financial Services Guide
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Guy commenced business in the financial services industry in 1983.
Initially focusing on the insurance and superannuation needs of individuals, the self-employed and small business owners, the business has developed into providing a full financial planning service.
Guy is committed to providing ongoing professional quality advice and service.
Guy is a member of the AMP Financial Planning Premier Group and AMICUS Group.
He is an Associate member of the Financial Planning Association of Australia (AFPA) and a Fellow of the Association of Financial Advisers (FAFA). Guys' commitment to on-going study for himself and his team in the financial planning field ensures up-to-date professional advice and service.
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Vicki Cotter
Company Secretary
Email:
vicki@cafinancialservices.com.au
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Vicki has been involved in the business since inception in 1983, originally in an administration and marketing role.
Vicki's positive support & commitment is one of the main reasons for the success of
the business
Vicki looks
after the financial accounting for
the business as well as public
relations and assisting in
marketing to our clients,
especially this website.
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Mark Rapley
CFP DipFP AMC JP
Certified Financial Planner
Accredited
Mortgage Consultant
ASIC Authorised Representative No.248741
Email:
mark@cafinancialservices.com.au
Financial Services Guide
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Mark is a Certified Financial
Planner (CFP) & Accredited
Mortgage Consultant (AMC) and has
had over 8 years of experience in
the industry. He is presently
concentrating his efforts on
general financial planning,
superannuation (including
corporate super), insurance and
debt management services.
Mark's long term goals are to
build his personal expertise and
knowledge, to fine tune his
financial planning skills and
therefore better focus his
approach on the goals and
objectives of each individual
client. Throughout this
development process, Mark is
looking to grow the CA Financial
Service Business and his personal
share in the Business.
Mark's personal hobbies and
interests are; wakeboarding, snow
boarding, surfing and generally
enjoying the great outdoors.
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Jason Choi
BComm, GradDip(FinPlanning)
Certified Financial PlannerTM
Accredited Mortgage
Consultant
ASIC
Authorised Representative No.306668
Email: jason@cafinancialservices.com.au
Financial Services Guide
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Jason is a
Certified Financial Planner TM
and Accredited Mortgage Consultant with CA
Financial Services Group.
Jason started in September 2005 and is
involved in all aspects of the financial
planning process.
Jason has completed a degree in Commerce
(University New South Wales, with majors in
Banking & Finance and Information Systems).
Jason has also completed the Graduate
Diploma of Financial Planning with Financial
Services Institute of Australasia (Finsia)
and has completed his Certification with the
Financial Planning
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Michael
Horan
BBus Acct,
ADFS (FinPlanning)
ASIC
Authorised Representative No.405551
Email:
michaelh@cafiancialservices.com.au
Financial Services Guide
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Michael has four and a half years of
accounting experience with PWC and QANTAS.
He then moved to AMP Financial Planning -
Horizons in 2009.
In June 2011, Michael started with CA
Financial Services and is excited to be
involved in quality team work atmosphere.
Michael has completed a degree in Accounting
(University Technology Sydney - UTS), with majors in
Accounting & Management.
Michael has also completed his Advanced
Diploma of Financial Planning,
and has completed his Margin Lending &
Credit Certification. He is currently
studying to become a member of the Financial
Planning Professional Group, the CFP.
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Thomas Cotter
Financial Planner
Email: thomas@cafinancialservices.com.au
Financial Services Guide |
Thomas joined CA
Financial Services Group at the end of
November 2010 in a pursuit of becoming a
Financial Planner.
He
completed his qualification in becoming a
Financial Planner a in late November
2011 and is now keen to further his career
and help develop the CA Business. He also
has a Bachelor of Sports Business from the
Australian College of Physical Education
Before joining the CAFSG
team Thomas
passionately explored the world, travelling
to Europe, South America, among many other
destinations. Along with travelling Thomas
is passionate about Football, Surfing, Music
while spending time with family and friends.
As
for the future, Thomas intends to continue
his career path in financial planning. A
desire to understand different areas of a
business is something Thomas intends to
explore in an attempt to understand how a
business is run, hopefully resulting in
operating a business in the long term.
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Lucy McDonald
Team Support Officer
Email: lucy@cafinancialservices.com.au
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Lucy works as the Team Support Officer at CA Financial Services Group and has been with the business since April 2005
Lucy has over 25 years experience within AMP, including 8 years in Circular Quay, Head Office, followed by 5 years at a Financial Adviser's office and then a further 11 years at the Epping regional office.
Lucy's love of people is quite obvious and
she is now endeavouring to keep our team
& clients happy as well as lightening their workload.
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Jenny Chen
Financial
Planning Assistant
Email:
jenny@cafinancialservices.com.au
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Jenny joined CA Financial Services Group in
August 2007 as a Financial Planning
assistant. She has over 4 years experience
dealing with the administration of financial
planning.
Jenny has completed her Diploma of
Financial Planning and is currently in
progress of completing her Advanced Diploma
in Financial Planning.
Before stepping into financial planning,
Jenny wanted to be a flight attendant to
travel the world. Now, her career plans are
to continue in the financial planning
industry. As for other plans, she wishes to
see the world and hopefully go overseas on
an exchange student program or on a working
holiday visa in the near future so she can
learn a new language and have a better
understanding of a foreign culture and
lifestyle.
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Jessica Innes
Financial Planning
Assistant
Email:
jessicai@cafinancialservices.com.au |
Jessica started working at CA Financial
Services Group in February 2010. She
previously worked in the Hospitality
Industry as a Personal Assistant to senior
Management of a worldwide hotel chain.
Jessica graduated from Macquarie
University's private management college in
Manly with a Bachelor of Business in
December 2009.
Jessica is beginning her career in
financial planning with CA and is looking
forward to helping the team and assisting
business growth.
Jessica has a passion for music and
thoroughly enjoys playing netball, swimming
and spending time with her friends and
family.
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Narelle Hunt
Corporate Super Account
Manager
Email: Narelle@cafinancialservices.com.au |
Narelle joined CA Financial Services Group
in June 2010.
Narelle has worked in the
Superannuation Industry since 1980. Previous
roles include: Superannuation Administrator,
Corporate Superannuation Installation
Specialist & Superannuation Customer Service
Team Leader. Her most recent role was as a
Business Relationship Manager for Large
Corporate, with AMP, for 15 years.
Narelle has completed her Diploma of
Superannuation with the Australian Insurance
Institute, Certificate of Superannuation
Management with ASFA & studies to obtain her
IPS146 compliance. Narelle was appointed as
a Fellow of ASFA in 2008 for her
contribution to the industry. Recently she
has completed her Certificate 4 in the
Training & Assessment.
Her role with CA Financial Services Group
is managing the larger Corporate
Superannuation Plans.
Her passion is to go sailing with her
husband to far away places!
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Paul
Friend,
ANZIIF (Snr Assoc) CIP
Manager, General Insurance
ASIC Authorised Representative No: 252424
Authorised representatives of
AMP GI Distribution Pty
Ltd - AFS Licence No: 232703 AFM Insurance Brokers Pty Ltd - AFS Licence No: 239010
Email: paulf@cafinancialservices.com.au
Financial Services Guide
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Paul commenced his General Insurance career on 9th February 1971 with Mercantile Mutual Insurance Company Limited (as it was known in those days) and has had over 37 years experience in this field. His knowledge of General Insurance is extensive having worked with many Brokerage's and major insurers during this period. He has held many and varied positions in this time including junior clerk, Fire Inspector at Mercantile Mutual, State Underwriter, Account manager for various broking houses, office manager, area manager and Regional General Insurance Manager whilst with AMP General Insurance.
Paul is a Senior Associate of the Australian & New Zealand Institute of Insurance & Finance and a member of The Australian Fire Managers Association.
Paul takes great pride in his extensive knowledge of most General Insurance products and the high level of customer service that we offer our valued clients. Being the manager of the General Insurance division is a constant demand that requires up to date training and he regularly attends sessions held by the major insurance companies around town and The Australian Fire Managers Association.
You can rest easy knowing that Paul is looking after your very important General Insurance needs, protecting your valuable assets and risk exposures.
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Bronwyn Carnegie
Account Manager, General Insurance
ASIC Authorised Representative No: 251826
Authorised representatives of
AMP GI Distribution Pty Ltd - AFS Licence No: 232703 AFM Insurance Brokers Pty Ltd - AFS Licence No: 239010
Email: bronwyn@cafinancialservices.com.au
Financial Services Guide |
Bronwyn has been the mainstay of C A General Insurance Services Pty Limited since it's inception in April 1997, prior to this she worked as the personal assistant to our Principal Guy Cotter for a period of some 10 years. Bronwyn's overall experience in the General Insurance field now covers a period of over 17 years during which time she has become quite an expert in most aspects of General Insurance.
Bronwyn's role encompasses looking after most domestic insurance enquiries, quotes and amendments, account keeping and record maintenance and to maintain our extensive data base. Her role is basically the "engine room" of our operation and one that we could not handle without her extensive and expert knowledge of the General Insurance arena.
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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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