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Chantal Henderson 
Financial Adviser

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Lachlan Zimmer

Financial Advisor

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Jessie Crozier
Financial Adviser
 

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Brendan Bryan
Financial Adviser

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Wendy Ruwoldt-Keel
 

Cindy Dirks
Office Manager &
Client Relationship Manager

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What We Believe In

At CBS Financial we believe in providing financial advice that is simple, affordable and meaningful to our clients.  We have a long history of providing this advice and continue to do so across our seven Victorian offices, including in Ballarat, Horsham, Geelong and Melbourne.

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The team at CBS Financial are experienced in designing, implementing and managing your personalised financial plans to ensure you make the most of your financial opportunities. By listening to your concerns, asking the right questions and taking time to understand your goals and objectives, CBS offers personalised advice suited to your individual needs.

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Countrywide Advice Pty Ltd, Countrywide Advice Pty Ltd Trading as J Fleming Financial Services, Graeme Collins Pty Ltd Trading as CBS Financial and GrowUp Financial Pty Ltd Trading as Invest Blue are Corporate Authorised Representatives of Charter Financial Planning Limited ABN 35 002 976 294 AFS Licence and Australian Credit Licence no. 234665 (“our Licensee”), as shown in our Financial Services & Credit Guide.

Principal Address: Level 11, 699 Collins Street, Docklands  VIC 3008

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

The Authorised Representative provides you with advisory services in accordance with the disclosures in the Financial Services and Credit Guide. Charter Financial Planning is responsible to you for all conduct.

 

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