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Corporate Testimonials

Home  ›  Corporate Testimonials

Our Corporate Super members are a great value to CA and we appreciate the business they provide.

Below are some of the testimonials from our Corporate Super members:

CA Financial Services have been providing Superannuation and Insurance services to EMC Australia since 1996 and I have worked with Mark Rapley and the CA support team since 2006.

During my time as Human Resources Director for ANZ, Mark and the CA team have become an invaluable extension to the HR team. They are proactive without being intrusive and work to build good relationships with myself and the team. They are trustee representatives for our Superannuation fund and support the wider EMC staff in the area of legislation, training, risk mitigation and employee benefits, which includes the personal insurance benefits offered under the EMC Superannuation and Insurance Plan. This allows members to deal neutrally with an experienced advisory group such as CA, provides a necessary element of privacy between the employer and the employee, whilst at the same time allowing the company to accurately convey its employee benefits to staff. This has been illustrated on a number of occasions, especially when dealing with insurance claims. This has been paramount in helping minimise the companies’ time and risk when dealing with such sensitive issues while improving the support and service to the member.

The standard of service and advice provided by Mark and other consultants at CA Financial Services is of the highest standard and is very much appreciated.

Kate Barnes, Organisational Development Director, APJ
EMC Australia

As a fast growing NASDAQ quoted company, I needed complete confidence that our superannuation and insurance obligations were being met. CA reviewed our existing fund, interviewed key employees and myself and recommended three different options. Together we chose the most suitable option and adopted two plans, one for permanent employees and one for casual employees. By 1 July 2004 our new plan was in operation.

CA assisted us with all aspects of the rather complex transfers and to date they have continued to manage our account at every level through regular meetings, newsletters, employee workshops and the management of our superannuation committee. At all times I have found the CA team proactive, strategic and professional.
I have no hesitation in recommending Guy and his team.

Annemiek Ballesty, Managing Director of Fossil Australia

I held the position of Chairman of the Policy Committee for the Staff Superannuation Fund of CHU from 2002 to 2005. During this period it was my brief to form a committee, appoint an advisor and fully overhaul the efficiency of the Staff Superannuation management process. Guy Cotter from CA Financial Services Group was the successful advisor after giving a comprehensive and professional presentation.

More importantly, what was promised was delivered. Initially Guy was instrumental in establishing the duties and responsibilities of the committee and has continued to be the primary source of contribution to and guidance of the Committee. Guy and his team have been particularly effective in informing and educating the staff of CHU. Guy has assisted the committee greatly in better informing and assisting the staff in selecting efficient investment options and has helped in the better interaction with the trustee. From the evidence of the last three years I have only positive observations and experiences to pass on to others in regard to Guy Cotter and CA Financial Services Group.

Michael Norton, Policy Committee Chairman
CHU Superannuation and Insurance Plan

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  • Client Testimonial

    The standard of service and advice provided by Mark and other consultants at CA Financial Services is of the highest standard and is very much appreciated. They are proactive without being intrusive and work to build good relationships with myself and the team. Kate Barnes, Organisational Development Director, APJ EMC Australia
  • 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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    7 Myrtle Street
    North Sydney
    NSW, 2060

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

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