At CDN Financial Services, we will provide you with personally tailored financial advice to cater for your needs, goals and values.
Our Customer Centric and open communication Process- will always have you fully involved through all your financial life stages. Because our process has "your financial success as a priority", it allows "us" to continually prioritise your goals, to make the necessary amendments life can throw at us. This allows a clear understanding of the strategic considerations for your personal needs and to know that our advice is in your best interest.
Our role is to guide and assist you to achieve your desired outcomes and provide a road to success that will deliver your preferred lifestyle choice.
Our financial modelling process will allow you to make well informed financial decisions to provide a favourable outcome now and into the future.
That allows you to:
Have control of your financial strategies, with professional assistance.
Achieve your goals and provide flexibility to change.
Enjoy the lifestyle you are seeking.
Colin de la Nougerede
My passion is to help and guide my clients and their families to achieve their financial and lifestyle goals. I do this in a professional, friendly and trust worthy manner, ensuring the best interests of my clients is the priority- to be your adviser of choice. With numerous years experience in the financial planning industry at a senior level and over 35 years overall working for major global and local financial institutions, qualification in Financial Planning, Finance and Accounting, it has allowed me to provide holistic and strategic advice to best suit my client's needs.
Good financial advice starts with a good listener and I pride myself on listening so I can better understand your personal situation in order to deliver the best outcome.
I believe in good old fashioned service and advice that is communicated so it is easy to understand. Having worked as a Adviser for a major bank for the over 15 years and the changes occurring within these organisation's- I decided to start my own business where we can provide the personal service and advice that best suits my client’s needs.
I look forward to the opportunity to assist you on your financial journey, to have a chat and meet our team.
Your Team Adviser
Tracee: Personal & Administration Assistant
Tracee has worked in the retail services and recently finished her degree. With past experience at a management level she knows what it takes to provide good service, and has fast tracked her understanding of financial planning. Tracee is my personal assistant and also assists with administrative duties, is our first point of contact and looks forward to being able to assist.
Wendy: Accounts and Administration
Wendy has had experience in managing her own businesses in the retail goods and service area and dealing in direct sales. She has been in management and customer service roles and is now looks forward to keeping the accounts and office administration in order. She also assists the girls with reception and admin duties.
(L to R: Wendy and Tracee)
Colin de la Nougerede and CDN Financial Services are
Authorised Representatives of Sentry Advice Pty Ltd AFSL 227748