Andrew Robertson

Director & Financial Adviser

  • Email Contact
  • FSCG V13.0 10/01/2022
  • LinkedIn-48

Graeme Collins
Financial Adviser

  • Email Contact
  • FSCG V13.0 10/01/2022
  • LinkedIn-48
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Chantal Henderson 

Financial Adviser

  • Email Contact
  • FSCG V13.0 10/01/2022

Brendan Bryan

Director & Financial Adviser

  • Email Contact
  • FSCG & Supplementary V13.0 01/01/2022
  • LinkedIn-48

Lachlan Zimmer
Financial Advisor

  • Email
  • FSCG V13.0 10/01/2022

Wendy Ruwoldt-Keel
 

  • Email Contact

Cindy Dirks
Office Manager & Client Services

  • Message-48
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Jane Casey 
Client Services Manager

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Angela Dalton 

Paraplanner

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Sandi Monssen 

Client Services Officer

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Helen Wooley 
Client Services & Reception

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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.

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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