John Francisco and John Ahern

CBDfp is a specialist firm that provides excellence in professional wealth management for affluent individuals and business owners.

Founded on the principle of establishing long term relationships with clients, CBDfp’s vision is to assure clients a life of prosperity, choice and opportunity. Their business philosophy and core values are centred around:

• Trust; This is the fundamental tenet in our relationship
• Security & Certainty; are delivered by the commitment to a financial plan which removes the unknown and assures peace of mind
• Clarity & Involvement in the critical decisions we need to make to build a successful long-term partnership

Over the last few years, we have attended a number of small business networking events, educational seminars on the state fo the economy and also dealt with the important foundations of a quality financial management for staff within our business.

Their approach to client management is disciplined and organised and they are always active and stay in touch.   

For more information, John Francisco and John Ahern can be contacted on  (07) 3831 7455.