COMPASS became a Certified Quality Advice Practice (CQAP) in 2006 and have maintained CQAP since. Also, in 2014 we won the Mid North Coast Regional Business Awards and are now Finalists in the NSW State Business Awards for the independently judged category of 'Excellence in Business Ethics'. This category was judged by people who have NO association with Port Macquarie or Mid North Coast (judged externally) and included businesses in the Medical Profession; Charitable Organisations; Disability Services; Employment Services and others. We wanted to be independently scrutinised for our Honesty, Integrity and Professionalism particularly in a time when so much focus has been placed on our Industry. We are proud to be representatives within our Profession and winning was truly gratifying.
Expertise
My fees
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 10
- First year providing advice 1996
- Years of experience 28
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Compass Financial Management
Five Star Complex, 158 Gordon StreetPort Macquarie, NSW 2444
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
RetireInvest
AFSL 238429