Your finance team

Our professional team of Financial Planners, Accountants and Support Staff have your financial wellbeing firmly in focus. Each of us is personally invested in helping you to reach your financial and lifestyle goals.

Our team combine their expertise in retirement planning, superannuation advice, personal and business taxation, auditing, business establishment and structuring, and lending to help our clients grow their wealth and provide financial security for them and their families.

The Collective Financial Partners commitment to you is to deliver peace of mind knowing that your advisor is there to help you grow and protect your wealth to ensure your lifestyle goals are met.

Our team of skilled professionals includes financial planners, chartered accountants, paraplanners, tax agents, registered auditors, and Justices of the Peace. Behind every financial professional at Collective Financial Partners stands a highly-skilled, experienced, and educated support team.

We look forward to welcoming you to our conveniently located offices in Lake Macquarie – 34 Main Road, Boolaroo – and in the Hunter Valley – Level 1, 3 Woodford Place, Thornton. Alternatively, we offer video conferencing services to our interstate and regionally based clients. In the meantime, you can learn more about our team and the expertise we deliver.

Contact us today to see how we can help you.

 

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