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CA Financial Services

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About CA

Home  ›  About CA

CA Financial Services Group have been based in North Sydney since 1983. We have over 30 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.

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.

We believe that you’re never too young or too old to start planning.

Here’s Thomas with CA’s youngest client Harry.

Our 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.

Our 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.

Our Values

CA are passionate about and believe in the following values which we feel are important to each team member. We hope our clients share these values.

Passion

Empathy

Integrity

Honesty

Persistence

Fun

Accountability

Our Relations

Along with the affiliated relationship with AMP Financial Planning, CA have support and relations with the Financial Planning Association of Australia (FPA) and the Australian Finance Group (AFG).

Come and meet the CA team!

Find out more about our planners in the 'CA Team' area.

Contact CA
    • About CA
    • CA & You
    • Client Testimonials
  • Get Started today! Book an appointment with a CA Advisor

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  • CA supports the community

    CA is proud to support the following charities and organisations:
  • Client Testimonial

    Guy and the team at CA Financial Services have at all times been highly professional and have given prompt and most courteous service. Dr Karla Plehwe
  • CA Financial Services Group

    CA Financial Services Group have been based in North Sydney since 1983 and we have over 33 years of practical financial planning experience to offer our clients. CA covers the North Shore, Sydney CBD, Eastern Suburbs, Northern Beaches, Inner West and surrounding Metropolitan areas. We provide integrated Financial Services and Wealth Management Solutions with a focus on Financial Planning. The large range of advice CA offers include Superannuation, Personal Insurance, Mortgage & Home Loans, Investment Strategies & Retirement Planning.

    CA Financial Services Group Pty Ltd ABN 94 003 100 301. Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327. Australian Financial Services Licence 232706 and Australian Credit Licence 232706

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  • How to find us

    7 Myrtle Street
    North Sydney
    NSW, 2060

    p: (02) 9955 7288
    f: (02) 9959 3148
    e: info@cafsg.com.au

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