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 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.
General Manager, Launch Properties
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.
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.
Senior Financial Planner
Sabena has a Bachelor of Commerce, a Post Graduate Diploma in Financial Analysis, an Advanced Diploma in Financial Planning and is currently completing the Certified Financial Planner certification. (CFP®) with the Financial Planning Association (FPA). With over 12 years’ experience in the Financial Services industry, Sabena has the unique ability to make, what can seem complex, simple for her clients. Sabena delivers strategic advice across the full range of financial planning solutions with absolute clarity – ensuring her clients stay on track to achieving their goals.
Associate Financial Planner
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.
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.