Community Financial Services
Finance · Australia · 11-50 Employees
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Overview
Headquarters
Our 402 Latrobe Ter, Newtown, Victoria, ...Phone Number
+61 383539439Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Community Financial Services
Our team at Community Financial Services is passionate about helping businesses and individuals achieve their financial and lifestyle goals. We have been providing professional planning advice since 2012. Our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle for them and their families. We are proud to service Melbourne and Geelong, and understand that sometimes financial planning can be confusing and daunting to clients. It is here where we aim to excel by tailoring our advice and guiding our clients along the financial planning journey with the care they deserve. We are based in Point Cook and have over 100 years of combined Financial Planning experience. We are here to help you to make the right decisions, so you will have the peace of mind in knowing that your financial well being is in safe hands. We would love to get the chance to spend time with you to get a complete understanding of your needsRead more
Community Financial Services Org Chart
DK
Financial Planner
LP
Financial Planner
RW
Financial Planner
BM
Senior Financial Planner & Mortgage Consultan...
AD
Financial Advisor
WV
Financial Advisor & Mortgage Broker
AP
Auditor
WG
Financial Planner
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Our team at Community Financial Services is passionate about helping businesses and individuals achieve their financial and lifestyle goals. We have been providing professional planning advice since 2012. Our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle for t... Read More
