CBC Financial Advisers (CBC) has been providing quality Financial Advice since 1994. We are a member of Count Wealth Accountants (Count).
What do we do?
Essentially we do three things. We help you plan. We help you implement the financial part of your plan. Then through an ongoing relationship we help you stay on track to help you acheive your plan, and make adjustments where necessary.
Financial Advisers

Our Team

 


The following advisers are employees of Cartwright Brown & Company Financial Planning Pty Ltd (incorporated 1921) trading as CBC Financial Advisers, which is also an Authorised Representative of Count Financial Limited, ASIC adviser ID No. 293337.

The CBC team and their families on their Bi-Annual Tennis Day 

                              

Our team at a BT Seminar with                       CBC Financial Advisers Challenge Trophy          CBC Financial Advisers Challenge Trophy
Sir Michael Parkinson                                                       May 2011                                                                 October 2011


Gavin Latz (Director of Financial Planning) is an Authorised Representative of Count Financial Limited.

Gavin's ASIC Adviser ID No. 231468.

Gavin is a Financial Adviser specialising in all forms of Investment and Retirement Planning and has over 15 years experience in the financial services industry and over 12 years experience in the provision of financial advice and securities/investment advice.

Gavin holds a Bachelor of Arts (Honours) Degree from the University of Leicester, U.K, a Diploma of Financial Planning from Deakin University in Melbourne, and is an Associate Member of the Financial Planning Association.

Gavin is married with 3 sons aged 8,6 and 3. He was educated in England and has been living in Sydney since 1996. He plays for his local over 35's Football (soccer) team and also coaches his eldest son's team.

 

Anthony Mihaljek is an Authorised Representative of Count Financial Limited.

Anthony's ASIC Adviser ID No. is 317030.

Anthony is a Financial Adviser and holds a Diploma of Financial Services (Financial Planning) from FINSIA and a Graduate Certificate in Commerce (Financial Planning) from the University of Western Sydney.

Anthony was born and raised in the inner west of Sydney and is the youngest of five children.

He married his wife Kate in April 2007.

Anthony plays soccer for the Strathfield Strikers and likes to play golf and tennis socially. He is also a very keen poker player.

He has travelled to Europe twice and watched Australia play in the World Cup in Germany.

Dimos Fessopoulos is an Authorised Representative of Count Financial Limited.

Dimos is a Financial Adviser and our Wealth Protection Manager specialising in all forms or personal Risk Insurance (Life, Total & Permanent Disability, Trauma & Income Protection Insurance).

Dimos' ASIC Adviser ID No is 335420.

Dimos holds a Diploma of Financial Services (Financial Planning) and a Graduate Diploma of Applied Finance (majoring in Financial Planning) from FINSIA.

Dimos holds a Bachelor of Applied Science (Physiotherapy) from the University of Sydney.

Dimos' health professional background gives him the knowledge of medical conditions and claims processes to assist you if there is ever a need for a claim, as well as helping to make underwriting of your insurance application clearer. Dimos has a vast knowledge of insurance products and is always happy to have a friendly chat about any requirements which you may have.

Dimos is married with 3 sons aged 13,8 and 7. His weekends are therefore spent at various sporting fields as a very keen spectator. He also continues his passion for soccer by coaching various soccer teams and as a committee member for the local soccer club. Dimos is also a very keen golfer and plays tennis socially.

Yolla Nohra is CBC's Lending & Leasing Manager

Yolla Nohra  is CBC's Lending & Leasing Manager (for 6 years now) and has over  26 years experience in a variety of roles within Chartered Accountancy practices.

Yolla holds a Diploma of Financial Services (Financial Planning) Certificate, an Accredited Mortgage Consultant (AMC) from the Mortgage and Finance Association of Australia (MFAA) and she is a member of the Credit Ombudsman Service Limited (COSL), membership number: 411084.

Yolla holds a Certificate IV in Financial Services (Finance/Mortgage Broking) and is also a SEQUAL accredited Reverse Mortgage Consultant (RMC).

Yolla is a Justice of the Peace (JP).

Yolla is very happily married and has 4 children, a daughter and 3 sons. In her spare time she enjoys spending time with her family , particularly watching her boys play rugby, cooking, reading and  listening to music.  

Winnie Su is CBC's Practice Manager

Winnie is a Practice Manager at CBC and has been at the firm since June 2009.

Winnie has over 4 years experience in the financial services industry (within Marketing & Research Team) and over 2 years experience in Client Services (Margin Lending).

Winnie holds a Bachelor Degree of Arts (Media and Communications) from the University of New South Wales and a Diploma of Teaching from the University of Technology and is currently studying Diploma of Financial Planning.

Winnie was born in Hong Kong and emigrated to Sydney at the age of 5, currently living in the south-west of Sydney with her husband.

Winnie loves travelling, languages, computers and new technology. She has travelled to Japan several times, working there for a year in total.

 

 

 

Copyright ©  Cartwright Brown and Company Financial Planning Pty Ltd Trading as Cartwright Brown and Company Financial Advisers
and as CBC Financial Advisers ABN 66 000 011 709 (Company incorporated 1921) Australia.
CBC is an Authorised Representative of Count Wealth Accountants ABN 19 001 974 625 AFSL License 227232

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