Financial Advice

Before you make a move, you should speak to an expert. Our financial advisers have the knowledge and experience to help you navigate through the often complex decisions involved in putting together a financial plan. You can also benefit from their network of specialist support services.

The planning process

A financial adviser can help you achieve your financial goals by putting together a financial plan for you to follow. They’ll use the first meeting with you to gather facts about you, your income, existing investments and your future needs.  

They will also work with you to establish:

• How comfortable you are with different levels of investment risk
• What your specific financial planning goals are – retirement, home ownership, wealth creation, income protection, etc
• A plan that can help achieve those goals
• What investments are appropriate for you

If you wish, your financial advisor can then create a detailed, written financial plan and work with you to implement it.

How do I contact a financial adviser?

If you are an existing Commonwealth Bank customer, or a new customer, the Commonwealth Bank Group has a large network of financial advisers that can assist you with your financial needs.

For a no obligation consultation, complete the appointment form.

Or call us between 8.30am and 5pm (Sydney Time):

NSW and ACT	1800 241 996
VIC, TAS, SA, NT	1800 653 061
QLD and WA	1800 642 730

Commonwealth Financial Advisers are representatives of Commonwealth Financial Planning Limited ABN 65 003 900169 AFSL number 231139.