Hillross

Cedar Financial Consultants
Est 2001
Suite 19, Level 3, 22 Darley Road, Manly NSW 2095
Cedar Financial Consultants are dedicated to the growth, management and protection of your wealth. We help you meet your short and long term financial and lifestyle objectives by providing advice on major areas of wealth management, including tax and investment strategies, superannuation and risk.
What's your idea of Financial Freedom?

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

Investments
Retirement
Superannuation
Transition to retirement
Wealth Creation

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

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Paul Gorman
Principal Financial Planner and Business Owner

In addition to wealth creation strategies and investment education, I have…

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David Hall
Financial Planner
I have been a financial adviser for over 10 years and have a passion for working in…
I have been a financial adviser for over 10 years and have a passion for working in close collaboration with people to understand their specific financial and lifestyle goals and needs, establishing a long-term strategy to help them achieve a strong sense of freedom, confidence and control in relation to their finances. Having seen my father establish and build a successful accountancy/consulting business over many decades, I have a deep understanding of what it takes to forge meaningful long term and financially successful relationships with clients and the professional satisfaction that comes from making a tangible difference in people’s lives. My expertise lies in pre- and post-retirement strategies, complex investment strategies, wealth protection and estate planning. I deal with a wide range of clients, from people starting their careers and looking to build wealth, to people who are looking to achieve financial freedom throughout retirement. My approach to advice is all about providing support and guidance to my clients on their journey through the various life stages, ensuring they remain in control of their financial future and can make educated and informed decisions to best meet their long-term lifestyle goals. I’m at home working with complex financial scenarios like SMSF’s, family trusts and intergenerational wealth transfer and have had the privilege of working with a mix of high-net-worth families, small business owners and professionals. I pride myself on my technical proficiency which is key to providing the best possible advice and guidance. My academic qualifications include a Masters of Applied Finance from Macquarie University, a Bachelor of Commerce (Finance & Economics) from the University of Sydney, in addition to a Diploma of Financial Planning. Prior to working in finance, I worked in the music industry establishing a career as a performer on the international stage. This experience helped me develop excellent interpersonal skills, especially when detailing the pros and cons of various investment and retirement planning strategies. I enjoy nothing more than seeing my clients’ financial goals come to fruition. Outside of work I enjoy being in nature, playing soccer and continuing to write and record music. But my real joy comes from spending quality time with my wife and two amazing sons on the Northern Beaches of Sydney. My experience, keen intelligence, compassion and deep personal commitment to my clients are qualities that make me well suited to the financial advice profession. I take great pleasure in sharing my knowledge to enable my clients to reach their goals and realise their financial potential.
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Michael Adams
Financial Planner

Growing up in a small country town on the NSW Mid-North Coast I spent most of my…

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Amy Dahlstrom
Paraplanner