CBD Advisory - Financial Planning Firm Sydney
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Meet Elise Hamill | Senior Financial Planner
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The Benefits of Yearly Planning Sessions
Yearly Planning Session's 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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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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New Financial Year (20/21) Tips & Tricks
A message from our advisers at CBD Advisory, Angie & Elise on their thoughts of the 2019/20 financial year that just passed, and their thoughts, tips and tricks for the 2020/21 financial year ahead.
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New Financial Year (20/21)
​​A message from our director, Terry, on his thoughts of the 2019/20 financial year that just passed, and his thoughts, tips and tricks for the 2020/21 financial year ahead.
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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