Compass Financial is a local, family owned and operated business. As the name suggests, we aim to ‘guide’ you through achieving your financial goals by providing ongoing, personalised financial advice tailored to your specific needs.
With over 20 years industry experience, we are able to provide all of your financial requirements including Share Trading, Portfolio Management, Superannuation, Self Managed Superannuation Funds, Managed Investments, Centrelink advice and Personal Insurance.
Being a small, boutique Financial Planning firm allows us to specifically tailor our recommendations to meet your individual requirements and goals, by offering a very personalised service. Our focus is on providing an ongoing service to help ‘guide’ you through the different financial stages of your life.
Compass Financial and its advisers are licensed by Magnetic North Group Pty Ltd (AFSL 463703).