CBD Advisory - Financial Planning Firm Sydney
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Empowering and Supporting Everyday Australians
​to Reach their Unique Version of

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what we do.

We are passionate about delivering “real” wealth solutions to everyday people.
​Our services and plans are tailored to specifically meet your financial goals and objectives.
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our programs.

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our news.

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Markets & Interest Rates are set to rise!
While significant uncertainty is likely to continue in the short term and will likely cause some ongoing volatility, we believe that when we look back to this period in a few years, we will view it as an excellent time to have invested in the market.
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How to seek out positivity & improve your wellbeing
It’s normal to feel anxious about what the future might look like for you, your loved ones and your community. However, if you feel like it’s impacting your emotional wellbeing, it may be a good idea to take active steps to add some more positivity to your life. By putting your own wellbeing first, you’ll be better able to help those around you during this challenging period.
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Which are you - an investor or saver?
Whether you are a saver or investor could make a major difference to your lifestyle in the long run. To determine if you are a saver or investor let’s look at the characteristics of the two categories.​
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our videos.

Preparing to See a Financial Planner
Meeting with a financial planner for the first time, and talking about your finances with someone you have never met can seem quite overwhelming and confusing. Make the most out of your first meeting by being well prepared to answers lots of questions about your current situation.
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The Benefits of Yearly Planning Sessions
Yearly Planning Sessions with your financial planner keep you accountable to stay in control of your journey. They ensure your advice is always relevant no matter what happens. If your circumstances have changed over the past year, this meeting is a great time to re-evaluate your plan.
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what our clients say.

contact us today!

Fill in the form, give us a call on (02) 9369 5333 
​or email us admin@cbdadvisory.com.au
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Terry Panigiris , Angela Menendez,  Elise Hamill, Robert Lattanzi and CBD Corporate Financial Centre Pty Ltd t/as CBD Advisory are Authorised Representatives of Consultum Financial Advisers Pty Ltd.
​ABN 65 006 373 995 I AFSL 230323.
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Any of our content that may be considered to be advice has been prepared without taking account of your objectives, financial situation or needs.  Before you act on the advice, you should consider whether it is appropriate to you, having regard to your objectives, financial situation and needs.  Where this advice relates to the acquisition of a financial product, you should obtain and consider the Product Disclosure Statement for the product before you make a decision about whether to acquire the product.

Our Web content is not financial product advice.  In particular, it is not intended to be a recommendation or statement of opinion or to influence you in relation to making any decision about a financial product.

  • About Us
  • Resources
    • Our News
    • Our Videos
  • Our Team
  • Contact
  • ph: +61 2 9369 5333