Centaur Financial Services
Centaur Financial Services is a leading financial planning practice based on the Gold Coast. We are recognised for 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. At Centaur we use a proven approach integrating all aspects of your life, your goals and values, putting a plan in place that works and making a commitment to reviewing your plan along the way.
At Centaur we work as your financial partner to support you and advise 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 to services involved in accounting, lending, and legal matters, 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 have 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 including Certified Financial Planner (CFP) status which is the highest professional qualification in the industry.
Centaur Financial Services is also backed by the Australian Advice Network (AAN), a boutique financial services Australian Financial Services Licence (AFSL) that has been built to provide consumers with the advice they have been asking for and deserve. AAN won the best new licensee at the Independent Financial Adviser (IFA) awards in 2016.
Centaur is a local business at heart and an active member of the Gold Coast community, centrally located at Palm Beach.