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C.P.B. Financial Services Pty Ltd

C.P.B. Financial Services Pty Ltd

  • Investment & Wealth Management
  • Ethelton, SA
  • ABN 76 008 286 897

Company Overview

During your time with CPB you will no doubt speak with our receptionist Megan, our administrators Wendy, Matthew, Deb and Andrew and our long time point of contact for Centrelink Liaison, Karen. Further support to the client group is provided by Anna, Robert, Julia and our Practice Manager John.

Services & Expertise

AI-generated from public information. Please verify against actual business needs.

Service Focus
  • Investment Advisory20%
  • Portfolio Management20%
  • Risk Management20%
  • Wealth Management20%
  • Financial Planning20%
Service Area
SA
100%

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