About Me

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Let me tell you about my background and how I am qualified to discuss wealth creation.

After completing a Bachelor of Engineering (Honours) in Electrical Engineering at RMIT in 1991, and being young and entrepreneurial, I established a small niche electrical business with a friend. However, after several years of successfully operating the business, we both lost the passion for the business and decided to sell up in 1997.

While holidaying on the Greek islands in 1998, I discovered a new passion - investing. Upon returning to Australia, I established a business investing my own money. However, after several years of investing my own money, I again felt something was missing.

I then discovered my true passion - financial planning. Financial planning not only includes investing but many other areas of finance such as budgeting, insurance, managing debt, managing tax and superannuation. However, the big attraction of financial planning was helping people improve their financial situation.

I completed a Diploma of Financial Services (Financial Planning) in 2004 and then secured employment. After working for 4 years in the financial planning industry at various firms including a boutique financial planning firm, a stock broking firm and 2 chartered accounting firms, I had gained extensive experience working in different financial planning firms.

I was ready to take the best ideas I learnt and establish my own financial planning business CMP Financial Planning in August 2007.

I am in the final stages of completing an Advanced Diploma of Financial Services (Financial Planning) and I am also an Associate Financial Planner (AFP) practitioner member of the Financial Planning Association of Australia Limited. 

I am an Authorised Representative of Securitor Financial Group Ltd (Securitor). CMP Financial Planning Pty Ltd is a Corporate Authorised Representative of Securitor. Securitor ABN 48 009 189 495 AFSL 240687 is owned by the Westpac Banking Corporation.

Newman Family

I am married to my soul mate Nada and we have 3 gorgeous girls - Chloe, Laura and Tiana, and 1 handsome boy - Damon. That's me and the gang on the left!

I am a keen Carlton supporter and attend the odd match with my kids. GO BLUES!

I keep fit and healthy by eating well and exercising for about 4 hours per week.

I live in the Moonee Ponds area, and I intend to raise my family and grow my business in the area.

I also have a passion for learning about success. Once you have financial goals, the key to success is having the desire, focus, persistence and energy to achieve those goals. Click on Success Products for information about what has had the greatest impact on my success. 
 

Why Choose Me?

7 reasons why you should choose me as your financial adviser:

  1. I am experienced and professionally qualified.

  2. I treat your money with the same respect as I would my own.

  3. I have an easy to understand fee structure.

  4. I have satisfied clients. Read their comments by clicking on Testimonials.

  5. The opportunity for your portfolio to outperform the market based on the value investing method as used by Warren Buffet.

  6. I provide outstanding value for money, as a small business with low overheads gives me an advantage over my competitors.

  7. I own my business, so I am not owned by any bank, fund manager or financial institution.

  

My Clients

I typically work with families - as a father I understand firsthand the challenges faced by many parents who are trying to accumulate wealth, enjoy a good lifestyle, manage their day to day living costs and spend more time with their children.

However, I also enjoy working with:

  • Singles - who may be looking at starting a regular savings program.

  • Couples - who may be planning for retirement.

  • Employers - who may be reviewing the corporate superannuation fund used for their employees.

 

My Mission

Create, Manage, Protect - Your Wealth.

This is where the C-M-P in CMP Financial Planning comes from.

 

My Business

I aim to grow my business in an ethical and responsible manner. To service my clients effectively, I aim to have no more than 80 clients receiving full ongoing financial planning advice and some additional clients who wish to receive advice on an ad-hoc basis. My wife Nada helps me out with administrative tasks, and I expect to employ a paraplanner and an assistant from December 2010.

The business is located in Moonee Ponds which is 5km north of the Melbourne CBD.

Click on Contact Me for detailed maps to help locate my office.

 

More Information

Click on the links below for more information: 

  • Testimonials (Testimonials about my services from satisfied clients can be viewed on this page)

  • About Securitor (Securitor provides dealer services to financial advisers)

  • Financial Services Guide (Financial Services Guide and Adviser Profile can be viewed on this page)

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  • Referral Services (I can refer you to Mortgage Brokers, Estate Planning Specialists and Accountants)

  • Disclaimer (Information provided on this web site is general in nature)

  • Privacy Policy (I respect your privacy and abide by the National Privacy Principles)