Qualifications
& Memberships
- Bachelor of Commerce.
- Advanced Diploma in Financial Planning.
- Bachelor of Laws.
- Graduate Diploma of Legal Practice.
- Masters in Applied Finance.
- Financial Planning Association of Australia.
- Certified Financial Planner.
Clear financial advice for every stage of life
Cedar Financial Consultants helps young professionals, business owners, retirees and families with complex financial needs make informed decisions about their financial future.
With more than 65 years of combined experience, we provide clear and coordinated advice across superannuation, investments, retirement planning, tax-effective strategies, personal insurance, financial structures and estate planning considerations.
Who we help
Young professionals
Build strong financial foundations through superannuation, investments, insurance, tax-effective strategies and appropriate financial structures.
Business owners
Coordinate personal and business finances, including superannuation, investments, business and family structures, succession planning and wealth protection.
Retirees
Prepare for retirement, manage retirement income and make informed decisions about superannuation, pensions, investments and estate planning.
Families with complex financial needs
Coordinate investments, superannuation, family structures, tax planning and intergenerational wealth strategies.
Advice built around you
We take the time to understand your circumstances, explain your options clearly and develop a practical strategy based on your goals.
Our advice considers how each part of your financial position fits together. Where appropriate, we also work with your accountant, solicitor and other professional advisers to ensure your strategy is properly coordinated.
Start with a conversation
Arrange an introductory meeting to discuss your circumstances and whether Cedar Financial Consultants is the right fit for you.
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…
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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
I've been working for Cedar Financial Consultants for nearly 18 years, and…
I've been working for Cedar Financial Consultants for nearly 18 years, and throughout that time I've had the opportunity to build experience across many aspects of a successful advice practice. My role includes a diverse range of responsibilities, including paraplanning, compliance, and practice management, giving me a well-rounded understanding of both the technical side of financial advice and the day-to-day operations that keep a practice running smoothly. I enjoy bringing structure to complex processes, finding practical solutions, and supporting our advisers so they can focus on helping our clients achieve their financial goals. I value building strong relationships, maintaining high professional standards, and creating efficient systems that make a real difference for both our clients and our team. I take pride in being organised, approachable, and dependable, with a genuine passion for helping deliver exceptional service. After nearly two decades in the industry, I still enjoy learning, adapting, and finding better ways to support great client outcomes. My qualifications include a Bachelor of Business Studies majoring in Finance, Diploma of Financial Services (Financial Planning) and Master of Financial Planning. Out of the office I enjoy spending quality time with my husband and two kids, reading a good book, watching movies and attending concerts. My ideas of financial freedom: My idea of financial freedom is having the time and resources to do what I want, when I want, enabling my family to live a comfortable, secure and rewarding lifestyle.
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