INFORMATION EVENING

“You don’t know what you don’t know”

Learn what the best are doing from those that taught them.

Our panel of Certified Financial Planners, Tax and Property experts will walk you through real case studies, strategies and action plans that our most successful clients have implemented to build wealth and achieve their lifestyle goals.

INFORMATION EVENING

“You don’t know what you don’t know”

Learn what the best are doing from those that taught them

Our panel of Certified Financial Planners, Tax and Property experts will walk you through real case studies, strategies and action plans that our most successful clients have implemented to build wealth and achieve their lifestyle goals.

• You might feel you’re working hard, you might enjoy success in your professional life - but how does this translate to results in your financial life?
• Do you have the perfect plan that reflects where you’d like you and your family to be in the long term?
• Would you like to understand the proven, practical ways to create more with less?

Join our seminar to understand some of the key strategies adopted by successful Australians to achieve their goals.

These events are very popular and will fill fast. CXC will be covering the full cost of your ticket.

Tim Hobart

Managing Director

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.

Brett Seet

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.

Steven Purcell

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.