THINK OF US AS YOUR PERSONAL CFO, DRIVEN TO OPTIMISE YOUR PROSPERITY FROM EVERY ANGLE
Our clients describe our people as patient, courteous, knowledgeable and committed to putting their clients’ interests first. Our experienced team has varied skills across the financial spectrum. From financial planners and taxation specialists to mortgage brokers, we work together to ensure your financial well-being is supported across all areas.
Tim has a Bachelor of Commerce, a Graduate Diploma in Financial Planning and is a Certified Financial Planner (CFP). With over 15 years’ experience providing Accounting, Taxation and Financial Planning services to his valued clients, Tim has grown a reputation as an Adviser and Business Owner with uncompromising standards. As Managing Director, Tim leads the business strategically while fostering a team culture that is focussed on delivering an exceptional client experience.
Chief Operating Officer
Josh has worked in the financial services industry for over 15 years in a variety of roles across Financial Planning, funds management and IT in Australia and abroad. Since joining CXC Financial Partners, Josh has helped develop the team’s capabilities and is responsible for the day-to-day management of the business. Josh works closely with the team to ensure the delivery of products and services is of the highest standards.
Senior Financial Planner
Brett is a Senior Financial Planner and currently holds dual degrees in Business and Commerce (Banking and Finance). He is also a Certified Financial Planner (CFP®) and a member of the Financial Planning Association (FPA). Brett has over 10 years’ experience in building, maintaining and protecting the wealth of senior executives, professionals and high-net-worth individuals and their families. His approach in providing financial advice is to understand his client’s aspirations, needs and values before considering the best strategic direction.
Client Services Co-ordinator
Helen’s role is to ensure our financial planning strategies are seamlessly executed. With over 15 years in financial planning Helen excels in delighting clients by giving them full visibility on the progress of their plans while being one of the primary contacts to meet all administrative needs.
Senior Mortgage Broker
May holds a Bachelor of Mathematics/Finance, is multi lingual and holds accreditation with the FBAA. May has demonstrated her commitment to client satisfaction in an outstanding career in Finance and Lending spanning 8 years. Rising through the ranks within a top tier lending institution, customer satisfaction became the cornerstone of her successful career as a Lending Consultant. Today, May heads up Launch Money, bringing her customer service skills to the business and ensuring our clients receive the best possible result for their lending needs. May’s key priority in all her dealings is to ensure our clients are well positioned to make educated decisions and activate their prosperity through tailored finance solutions.