Colin de la Nougerede and Colwen (WA) Holdings Pty Ltd ATF Del Family Trust t/a CDN Financial Services are Authorised Representatives of Sentry Advice Pty Ltd AFSL 227748.  

 

Phone: (08) 9274 0690
Email: info@cdnfinancial.com.au

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    "Your financial success is our number one priority"

    ALLIANCE SERVICES AVAILABLE TO OUR CLIENTS:

     

    At CDN Financial Services we work with or have access to professional services providers in the following areas but are not limited to:

     

    • Taxation and Accounting Services

    • Finance Broking

    • Wills and Power of Attorney

    • SMSF Tax Returns and Audits

    • Settlement Agent Services

    • Business Performance Consultants (www.chalonpc.com.au)

    • Real Estate

    General Enquiries:

     

     

    info@cdnfinancial.com.au

    • Superannuation - Accumulation and Pension Phase
       

    • Self Managed Super Funds
       

    • Retirement Planning
       

    • Investment Wealth Creation and Protection
       

    • Salary Packaging and Tax Effective Strategy Advice
       

    • Debt Management Advice
       

    • Personal Insurances
       

    • Estate Planning
       

    • Managing Redundancy
       

    • Buying and Managing a Direct Share Portfolio.

     

    • Margin Lending

     

    • Centrelink and Aged Care
       

    • Direct Equity Investment
       

    • Tax Consideration and Planning

     

    • Business Succession Planning
       

    • UK Pension Transfers
       

    • Family Succession Planning
       

    • Other Services
       

    • Ongoing Advice and Reviews
       

    • And more...

     

     

    Checklist

    Checklist

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    OUR PROFESSIONAL SERVICES

     

    CDN Financial Services offer a variety of personal and professional services but are not limited to...