Financial Planning Services

CFS offers a comprehensive range of financial planning services to our diverse range of clients. Our aim is to work closely with our clients to develop a tailored plan which is customised to their individual circumstances. We provide a number of options for consideration and manage the various stages of financial planning including information gathering, meeting and discussions, presentation of advice documents and implementation.

The firm’s principal Mark Cadogan has been offering financial planning services to clients since 1998 and a key aspect of our service offering is the ongoing review of our client’s position and portfolios to ensure the desired goals are being met.

Our experience has shown all markets are dynamic and ongoing reviews are a critical aspect of the financial planning process.

Mark is licensed under Securitor Financial Group Ltd ABN 48 009 189 495 AFSL 240687 to provide financial planning services in the following areas:

  • Superannuation (Including Self Managed Superannuation Funds)
  • Personal Insurance
  • Managed Funds
  • Shares
  • Margin Lending

Click below for each of our Financial Services Guides for the activities listed above:
Part 1
Part 2
Supplmentary Guide January 2018

Mark is licensed under Australian Finance Group Limited ACL 389 087 to provide credit activities in the following areas:

  • Owner occupied loans
  • Investment loans
  • Refinance, and
  • Debt consolidation

Disclaimer: Mark Cadogan is an authorised representative of Securitor Financial Group Ltd and provides financial planning services for superannuation, managed investments, personal risk insurance, shares, self managed superannuation fund and investment advice.
Mark may offer you both accounting and financial planning services however, Securitor is only responsible for the financial planning services of superannuation, managed investments, personal risk insurance, shares, self managed superannuation fund and investment advice provided by Mark Cadogan.