Qualifications
& Memberships
- CERTIFIED FINANCIAL PLANNER™
- Bachelor of Commerce in Finance & Marketing
- Diploma of Financial Planning
- Certificate of Superannuation Management
- Advanced Diploma of Financial Planning
- Bachelor of Commerce with the Bachelor of Laws
- Graduate Diploma of Legal Practice
- Diploma of Financial Planning
- Financial Planning Association of Australia
Areas of
Expertise
Cedar Financial Consultants (incorporating Powell Capel Securities) is dedicated to the growth, management and protection of your wealth. We help you to achieve your financial goals by providing advice on major areas of wealth management such as tax and investment strategies, as well as superannuation and risk.
Our greatest strength is our team of experienced financial services professionals. Drawing from over 50 years of extensive industry experience we are committed to superior client service and innovative wealth solutions to achieve the best results possible.
We strive to build trust and personal relationships by acting with integrity and professionalism. We aim to communicate with you openly and honestly to fully understand where you are now and where you financially want to be in the years to come.
Our professional yet personal approach will deliver peace of mind about your financial future, enabling you to focus on the more important areas of your life.
Meet our team
In addition to wealth creation strategies and investment education, I have…
Growing up in a small country town on the NSW Mid-North Coast I spent most of my…
