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Centaur Financial Services Pty Ltd
       
 
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Centaur Financial Services Pty Ltd
 
 
Overview: 

Centaur Financial Services is a leading boutique financial planning practice based on the Gold Coast. We are recognised for proactively working one to one with our clients to help deliver the best outcomes for their current and future needs.

Securing your future is about so much more than just managing money. It’s a collective, dedicated and proactive approach to integrating all aspects of your life, your goals and your values; putting in place a plan that works; and making a commitment to reviewing your plan along the way. At Centaur we work as your financial partner to support you on this journey with a strong commitment to long term planning, respecting the uniqueness of every situation and promoting financial education.

Through our relationships we have access complementing services such as accounting, lending, and legal, as well as leading international investment houses and the most current information to ensure our clients have uncapped potential in reaching both their lifestyle and financial goals.

While we’ve been delivering financial planning solutions to the local Gold Coast community since 1996, Centaur Financial Services as we know it today was established in 2009. Our team of professionals have over 55 years combined experience in financial management, along with internationally recognised qualifications in the industry including Certified Financial Planner (CFP), Certified Practicing Accountant (CPA) and Chartered Accountant (CA). Centaur Financial Services is also backed by Professional Investment Services (PIS), one of Australia’s leading financial planning dealer groups with international reach and recognition.


 
 
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