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 and property investment consultants, 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.
Steve holds a Masters Degree in Business (with a focus on Ethical Practice), a PSBA License and is a licensed Auctioneer. As General Manager of Launch Properties (part of CXC Financial Partners group), Steve brings an extraordinary depth of hands-on experience to the role including 20 years in commercial and residential construction, followed by ten years in residential Real Estate sales and property development. This unique blend of knowledge enables Steve to identify and recommend quality investment properties to complement our clients’ broader financial goals.
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.
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.
Nafeez is an Associate Financial Planner and has a Bachelor of International Business, an Advanced Diploma of Commerce and a Diploma of Financial Planning. Nafeez works alongside our senior financial planners in developing and implementing tailored wealth creation strategies for clients. Our two adviser per client model ensures we can provide timely advice and implementation to maximise the financial opportunities available to our clients.
Sasha is a member of the Institute of Chartered Accountants in Australia and New Zealand (ICAA) and has also completed his Bachelor of Business (Accounting). Sasha joined CXC Financial Partners in 2016 and as well as looking after the day to day management, specialises in accounting and tax advice with a strong focus on SME’s and high net-worth individuals and professionals.
Susan has completed a Bachelor of Business Administration and a Master of Professional Accounting. Su works with our clients to provide a wide range of accounting services including Tax Returns and BAS for Individuals, Companies and Trusts. Su prides herself on providing exceptional accounting services to our valued clients.
As the Client Services Co-ordinator Aaron is responsible for ensuring that you, our client, receive an outstanding experience when dealing with the Tax Team at CXC Financial Partners. Aaron is passionate about delivering a seamless interaction, by providing transparency around the job status and a clear road map of the process ahead. With over 5 years’ experience in a Top 10 Law Firm in Australia, Aaron understands the importance of exceeding customer service expectations and freeing up client’s time. Aaron is the first point of contact to identify our client’s requirements, then co-ordinate our staff across all divisions to deliver on what was promised. It’s a no surprise proposition.
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.