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Welcome to the CCFM Financial Group Website. At this site, you can browse through information about us, and the services that we provide. If you have comments or questions, or simply need more information and want to contact us, click on the contact button on any page within this site.

CCFM Financial Group commenced operating in March 2002. We offer full financial planning and lending advice, and are focused on providing individually tailored advice and an ongoing commitment to our clients.

We specialise in superannuation and retirement planning; and offer a complete Self Managed Super Fund (SMSF) solution.

We value the relationship that we have with our clients. We will draw on our combined expertise and work with you to help you to reach your goals, whatever they may be.

Our head office is at Suite 3.04, Platinum Building, 4 Ilya Ave Erina NSW 2250. We also service many clients in Sydney, other regional areas of NSW, and in Queensland.

Financial Planning - CCFM Financial Group:

Our financial planners are Authorised Representatives of GWM Adviser Services Limited, Australian Financial Services Licensee 230692, and a part of the National group of companies. Please download our Practice Guide to read more about us and our philosophy.

All of our financial planners hold the Diploma of Finnacial Planning, and between them have over 60 years combined experience in helping Australians plan for their financial security, with an emphasis on wealth accumulation and tax and Centrelink effective retirement income strategies. Our services include:

• superannuation and wealth accumulation;
• pre retirement planning;
• assisting our clients to maximise their after tax retirement income; and
• asset protection.

You can find out more about the services we provide by reading through our Financial Services Guide (FSG). You can download an FSG for each of our advisers by clicking on one of the links below:

Mark Danckert 19 years experience as a financial planner and senior manager in financial services.

Tony Ahearn 21 years experience as a financial planner.

Anthony Thompson 20 years experience as a financial planner.

Lending - CCFM Finance Pty Ltd (ACN 128 233 429):

CCFM Finance is the professional lending division of CCFM Financial Group, and is an Accredited Mortgage Professional with Australia’s largest broker group AFG. With access to over 30 major lenders and hundreds of loan products we will find the right loan for you, free of charge. Of course normal lender fees and charges apply.

Our service is free of charge, and includes

• completion of all lender’s application requirements
• submission of your application; and
• follow up of all requirements through to settlement of your loan.

At CCFM Finance we say “Relax and let us do the work for you”. CCFM Finance specialises in home loans, low doc loans for the self-employed, commercial finance and leasing.

We also offer strategies to assist our clients build wealth through the appropriate use of debt, such as:

• Reduction of inefficient and non deductible debt;
• Accelerated repayment of debt and debt recycling; and
• Gearing for investment purposes.

To find out how much you can borrow, or see how much you can save on your existing loans contact our Accredited Mortgage Consultant Shane Peak today for an obligation free finance review.

The information contained on this website is provided in good faith. While the contents are obtained from various sources that are deemed reliable, it is not guaranteed as accurate or complete and should not be relied upon as such. It is recommended that you seek independent, professional advice before acting to ensure that your personal needs and circumstances are considered and met.

GWM Adviser Services Limited ABN 96 002 071 749 - AFS License No.230692

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