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CFL Financial location Level 9, 360 Queen Street Brisbane, QLD 4000
fax CFL Financial 07 3328 8999
phone CFL Financial 07 3328 8988
Email CFL Financial mail@cflfinancial.com.au

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Retirement-in style

Retire in style checklist™

There are a few reasons why Business Owners need a Retire In Style Checklist

If you’re a successful and Motivated business owner, and want to set yourself up for retirement, this guide would be perfect for you. My clients who follow these 3 simple steps live with comfort, security and the peace of mind that financial success brings.

Retirement-prosperity-thumbnail

The Retirement Prosperity Guide™

Make sure you don’t miss out on the Retirement Prosperity Guide

If you’re a busy Professional and you feel like you’re not building your wealth fast enough and you want smarter ways to utilise your cash flow, this guide is perfect for you. Clients who have used our strategies have the peace-of-mind knowing they have a ‘game plan’ for financial abundance.

Team

Steve King
Owner / Financial Adviser
I’ve been a Financial Planner here in Queensland since 1996 where I've worked closely with accountants to help successful and motivated business owners develop a successful 'game plan'.

The majority of my working life has been in and around finance. During that time I've done everything from open the mail to developing complex investment, superannuation and retirement strategies. I have worked with more than 1,000 individuals, professionals and small business owners and I have an excellent understanding of what works and what does not work in small business…!

What this means to you is that I’ve had exposure to lots of people with varied financial situations, in many different industries and backgrounds and have helped them to not only get their finances back on track, but to help them stay on track.

I'd love to use this experience to help you get on the "fast-track" to a prosperous retirement.


Out of the office, I am a bit of motorsports junky and am lucky enough to have a fully restored 1997 Ducati.

Don't just take our word for it, click here to see what Steve's client have to say about him.

QUALIFICATIONS

Street smarts are important, but so is a solid education:

  • Certified Financial Planner™ (1999)
  • Diploma of Financial Planning - DipFP® (1998)
  • Associate Member of the SMSF Association (2012)
  • SMSF Accredited
  • Margin Lending Accredited

Schedule An Appointment With Steve



If you want more Choices, more Freedom and a better Lifestyle, send me an email,
call the office, or start a conversation on my LinkedIn Profile.
Contact
Craig Buntain
Owner / Financial Adviser
I’ve been helping successful but time poor professionals and business people to set a 'game plan' and stick to it since 1999 – to great success!

In that time I’ve filled every role within the investment, insurance and finance sections of 2 Chartered Accounting firms, working on smart and effective strategies for more than 500 clients. What this means to you is that I’ve had exposure to lots of people and ideas from many different industries and backgrounds and I have developed an exceptional ability to listen to people, understand their needs and deliver solutions and advice…!

I know that my clients want to ensure they aren't working hard for nothing! I also know they would prefer to spend time with their family instead of sorting out their finances… Being married with 2 daughters, I fully understand the difficulty of balancing family and work demands of professionals & business owners.

As a  Professional Financial Planner, my role is to take away the confusion and complexity from your finances and replace them with confidence by designing a smarter plan of action to build and protect your wealth.

Outside the office, I treasure spending time with my family and I enjoy surfing, martial arts, reading and BBQ's with friends.

Don't just take our word for it, click here to see what Craig's client have to say about him.

QUALIFICATIONS

Street smarts are important, but so is a solid education:

  • Certified Financial Planner ™
  • Diploma in Financial Planning (Deakin University)
  • Bachelor of Business (University of Queensland)
  • SMSF Accredited (Cavendish)
  • Associate Member SMSF Association
  • Margin Lending Accredited (Kaplan)

Schedule An Appointment With Craig



If you want more Choices, more Freedom and a better Lifestyle, send me an email,
call the office, or start a conversation on my LinkedIn Profile.
Contact
Vicki Blackmore
Client Service Manager
I have been the Client Services Officer & now Client Service  Manager at CFL Financial Planning for the past 6 years. My main focus in this role is to close the gap between client and adviser and be the first point of call should you, the client, have any queries. I work with a friendly, dynamic team of professionals who always put our clients first. If you have a meeting in our office be prepared to be pampered!! I enjoy all aspects of my role and  take pride in striving for professionalism, accuracy and attention to detail. We are  lucky enough to have two great advisers who encourage us to be the best we can be.

In my spare time… I love exploring Brisbane, discovering great places to eat, pursuing my love of photography and spending time with my family, friends & gorgeous dog called Layla.
Contact
Nelson Ryan
Client Services
As an amateur investor I have learnt just how complicated the financial markets can be and as a young student I have learnt all too well just how important it is to stick to a financial plan. Without the right tools and support, staying the course when life gets in the way can be difficult.

As a member of the Client Services team, I help our clients navigate through the financial and technical obstacles so they can focus on the things that matter most to them.

In my free time I enjoy running, seeing live music and catching up with friends.
Contact
Angela Crowley
Practice Manager / Para Planner
I have been helping successful but time poor business people over the last 20 years ….. in Senior Accounts, Payroll, Client Services Manager and now Practice Manager roles.

For over 10 years, I helped small businesses manage their finances in a number of Senior Accounts & Payroll Manager roles in diverse areas such as Construction, Real Estate and Surveying.

In 2007, I made the switch to CFL and financial planning and now enjoy managing all the behind the scenes work that goes into providing advice to our clients which ultimately leads to them achieving their financial goals.

I am passionate about sharing the knowledge that the sooner you have a Plan, the sooner you are on your way to financial success…! Between my husband and I, we have four young adult children and I am constantly coaching them with budget and cashflow advice and keeping them on track!

When I am not talking things financial … I enjoy walking, cycling, Boot Camp, yoga, eating yummy food and planning and hosting big gatherings for extended family and friends!

QUALIFICATIONS

  • Graduate Diploma in Financial Planning (Kaplan)
  • Bachelor of Arts (UQ)
Contact

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Retirement-in style

Retire in style checklist™

There are a few reasons why Business Owners need a Retire In Style Checklist

If you’re a successful and Motivated business owner, and want to set yourself up for retirement, this guide would be perfect for you. My clients who follow these 3 simple steps live with comfort, security and the peace of mind that financial success brings.

Retirement-prosperity-thumbnail

The Retirement Prosperity Guide™

Make sure you don’t miss out on the Retirement Prosperity Guide

If you’re a busy Professional and you feel like you’re not building your wealth fast enough and you want smarter ways to utilise your cash flow, this guide is perfect for you. Clients who have used our strategies have the peace-of-mind knowing they have a ‘game plan’ for financial abundance.

Schedule An Appointment With Us

contact us

Email:
Phone: 07 3328 8988
Fax: 07 3328 8999

Office Location:
Level 9, 360 Queen Street
Brisbane
QLD 4000

Postal Address:
GPO Box 2468,
Brisbane,
QLD, 4001

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