About Me

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Let me tell you about my background and how I am qualified to discuss superannuation and insurance.

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 have completed an Advanced Diploma of Financial Services (Financial Planning). 

The Corporations Act 2001 requires people who carry on a business of providing financial services to hold an Australian Financial Services License (AFSL), unless they are covered by an exemption or are authorised to provide those financial services as a representative of another person who holds an AFSL. An AFSL is issued by the Australian Securities & Investments Commission.

Due to the high cost of obtaining my own AFSL, I have elected to outsource this function to Lionsgate Financial Group Pty Ltd AFSL 342766 (Lionsgate). This means I am an Authorised Representative of Lionsgate and my business CMP Financial Planning is a Corporate Authorised Representative of Lionsgate. Lionsgate is privately owned and provides me with services including: Authorised Representative status, Professional Indemnity insurance, access to training and support, investment and insurance research, an extensive approved product list, and six monthly client file reviews. This arrangement allows me to operate my business without conflict so that I can always put your interests first.

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 5 1/2 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 Information for more about what has had the greatest impact on my success. 

 

My Services

I provide a comprehensive range of services to address all your financial needs including helping you with:

 

My Clients

My clients include a diverse group of people including:

  • Professionals

  • Tradespeople

  • Small business owners

  • Employees

  • Retirees

 

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 manner. To service my clients effectively, I aim to have about 130 clients receiving ongoing financial planning advice and some additional clients who wish to only receive insurance advice. My wife Nada helps me out with administrative tasks, and I expect to employ an assistant during 2012.

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

 

More Information

For more information click on the links below: 

  • Testimonials (Testimonials about my services from satisfied clients)

  • Financial Services Guide (Information about me and the services I provide) 

  • 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 have adopted the principles set out in the Privacy Act 1988)  

 
 
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