CBS Financial Information

CBS Financial is an established financial planning firm with over 45 years experience amongst the practice advisers. With offices located in Ballarat (Head Office), Stawell, Horsham, Nhill, Bacchus Marsh and Melbourne we offer quality advice and reliable service. Graeme Collins is the practice principal, has over 24 years experience and is a two time Victorian Adviser of the Year (2005, 2006) and also was a National Adviser of the Year in 2006. These awards recognised Graeme's ability to help deliver tailored strategies to client needs. As an initial point of call for your investments Graeme can work with you to monitor your investments to help achieve the desired outcomes. CBS Financial believes in having our key personnel fully qualified. With all advisors degree qualified and with all having or studying towards their Certified Financial Planning certificate which is the highest designation available for a Financial Planner. That way you can be sure should Graeme not be in the office to assist in urgent matters your queries can be handled competently by well trained professionals. Andrew Robertson has been with the practice since 2003 helping grow the business and manage many client relationships. Coming from an accounting background, Andrew is able to help clients with tax issues and financial planning matters. Andrew holds a Commerce Degree and is a Certified Financial Planner. Brendan Bryan joined CBS in November 2007 after spending the previous 10 years as an advisor for a bank. Brendan is located in the Horsham office and mainly advises throughout the Horsham and Mallee district. Brendan is a Certified Financial Planner who specialised in risk management, superannuation, investments, farm management and succession planning. Chris Tate commenced in January 2010 with CBS after two years para-planning experience at a reputable Melbourne practice. Chris holds a financial planning degree and is currently studying his Certified Financial Planning degree with a view to becoming a full time advisor with CBS in ...