Looking at the big picture...
Everyday life can be so busy. When it comes to something as important as securing your financial future, working with a professional adviser is the best decision you can make. Don't just let things happen. Embrace your next chapter with confidence and clarity.
Take advantage of our expertise.

Financial planning is a life-long journey and we are with you every step of the way. CBC Financial Advisers can help you get a clear understanding of your finances and goals to work out how much you need, understand the choices available to you, set up appropriate strategies to suit your individual circumstances, and create a personalised plan to help you achieve your goals.

At A Glance...

Albert Einstein once said that if you can't explain something simply, you don't understand it well enough. Let's take a quick and simple glance at aspects of your life and how we can help you best prepare.
A long-term partnership bringing more than just financial benefits

Achieve your goals

Design a plan that saves and helps your money grow, so you can reach your goals.

Become debt free

Pay off your home loan and other borrowings faster: make debt work for you, not the other way around.

Invest for your children's future

Make sure you can give your children the best possible start in life.

Become financially secure

Grow and protect your wealth and look forward to the future with confidence.

Get a better work-life balance

Achieve the freedom to work because you want to, not because you have to.

Retire in comfort

Retire when you're ready and enjoy a retirement lifestyle that's worth looking forward to.

Our Services

At CBC Financial Advisers, we take great pride in helping clients with their financial future.
Our services include:
  • Financial planning
  • Wealth creation
  • Wealth protection (insurance)
  • Superannuation
  • Gearing
  • Transition to retirement
  • SMSF investment strategy

For clients who require a wider range of services, through our reliable service partners we can assist you with:

  • SMSF establishment or wind-up
  • SMSF maintenance
  • Home and investment loans
  • Business loans and asset finance
Protecting you and your family

Reassessing your personal insurance to meet your family's changing needs is essential. To ensure your family has adequate cover, the questions you may wish to consider include:

  • How would your family cope financially if you experienced a temporary, or permanent and significant, illness or injury that prevented you from working?
  • Is your existing insurance cover enough to meet your family's needs?
  • Have you reviewed your cover to account for changes in your income and/or debt levels?
  • Do your existing insurance policies have clear and unambiguous terms and conditions of when insurance benefits are payable and when they are not?

An affordable, yet well-constructed personal insurance plan can help ensure that you and your family are financially prepared for the unexpected.

Find out more in our Personal Insurance fact sheet

Smart super strategies

Everyone hopes for a comfortable retirement, but this can mean many things to many people: overseas travel, adding to a property portfolio, ensuring that loved ones are looked after... the possibilities are endless, and one of the key steps to bringing these goals to life is building a tailored financial plan. Another key area to focus on is your superannuation strategy.

Find out more in our Smart Super Strategies fact sheet

Retirement income streams

One of the most effective ways to provide some or all of your required level of income in retirement may be via a regular retirement income stream such as an account-based pension or an annuity. Some retirees may also be eligible for an Age Pension or other benefits from the Australian Government. It's important to understand how all these options work, to determine the solution that is right for you.

Find out more in our Retirement Income fact sheet

When you meet with us, we'll discuss your objectives, your current situation and answer all of your questions. The financial advice process is all about helping you achieve your goals and feeling comfortable with the strategy and execution, so we make sure the advice we provide is always in your best interests.

We can help you:
  • get a clear understanding of your finances and goals to work out how much you need
  • understand the choices available to you and set up appropriate strategies to suit your individual circumstances
  • create a personalised plan to help you achieve your goals.

We can guide you through the process each step of the way.

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Meet & Greet

We, as Count Financial advisers, will spend time with you to review your current situation, understand your goals and attitudes to investing, and outline how you can make the most of your financial future. You can then decide if you want to proceed with more help.

Our Process - Step 01
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Recommendation

We'll research your options and prepare a personal financial plan tailored to your specific needs, outlining clear strategies that aim to help you reach your goals. We'll answer any questions you have and explain the plan in detail.

Our Process - Step 02
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Implementation

Once you are completely comfortable and if you agree, we'll implement the best options on your behalf so you can be on the right track to financial security with peace of mind. It's that straight forward.

Our Process - Step 03
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Review

We'll keep in touch with you and arrange an annual catch up, so we can review your plan and make any adjustments to help keep you on the best path to achieving your goals.

Our Process - Step 04

Our Team

Learn more about the team that makes up the CBC Financial Advisers family.
  • Dimos Fessopoulos

    Director of Financial Planning

  • John Mihail

    Financial Planner

  • Yolla Nohra

    Lending & Leasing Manager. Yolla is a Credit Representative of finconnect™ (australia) pty ltd ACL 385888

  • Winnie Su

    Paraplanner & Practice Manager

  • Larry Chi

    Client Services Coordinator

News & Resources

Read the latest from the CBC Financial Advisers news desk and enjoy our FREE tools and calculators.

Financial Planning News

Assess your retirement financial resources

Assess your retirement financial resources

#4 in a series of informative blogs on this topic, links to three others are below.Assessing financial resources is surely at the top or near the top of most investors' lists of what really matters for their retirement planning. Have you given this issue enough attention?

Read More

Cryptocurrency audits tipped to increase this EOFY

Cryptocurrency audits tipped to increase this EOFY

Audit activities around cryptocurrency are set to spike this tax time as part of the ATO’s broader risk analysis in its black economy crackdown, says one mid-tier.

Read More

Time to check your risk exposure?

Time to check your risk exposure?

For equity investors, 2017 was an epic year. And it came on the heels of an historic bull market in global stocks stretching back to the spring of 2009.

Read More

Some general interest stats on SMSFs

Some general interest stats on SMSFs

Mixed phase SMSFs holding greatest assets

Read More

Check trust deed to protect super in estate planning

Check trust deed to protect super in estate planning

For many people, their superannuation is their biggest asset when they retire – and often when they die as well.

Read More

Tools & Resources

Financial Tools

From drawing up a budget to consolidating your debts to seeing how your retirement funding is looking, our FREE financial tools allow you to do this and much more

Access our Financial Tools

Secure File Transfer

Secure File Transfer is a facility that allows the safe and secure exchange of confidential files or documents between you and us

Access our Secure File Transfer

General Calculators

Powered by ASIC's MoneySmart, these FREE calculators can help give you direction and motivate you to achieve your financial goals

Access the General Calculators

Videos

Our video series simply explain what we can do for you at the various stages of your life.

Contact Us

We'd love to get in touch and we welcome any enquiry that you may have.

Get in Touch

CBC Financial Advisers welcome your enquiry. To book an appointment or simply ask us a question, fill in your details and we'll be in touch soon!

Our Office

Postal Address

  • Reply Paid 135, PO Box 135, Campsie NSW 2194
Benefits of financial advice
Life insurance
Retirement Planning
Income layering
Planning for retirement
Transition to retirement working same hours
Transition to retirement working less hours
Dimos Fessopoulos

Dimos Fessopoulos

Dimos is a Financial Adviser with 9 years’ experience. He takes great satisfaction in helping our clients gain peace of mind by knowing that their financial plans are on track to provide for their current lifestyle and ongoing retirement, along with optimally protecting their assets, and the interests of their families and friends. His friendly, caring nature, developed from his 20 years as a Physiotherapist, puts his clients quickly at ease allowing them to comfortably focus on their future goals and needs.

Dimos is married with 3 sons aged 20,15 and 14. His weekends are therefore spent at various sporting fields as a very keen spectator. He also continues his passion for soccer by coaching representative teams and as a committee member for the local soccer club. Dimos is also a very keen golfer and plays tennis socially.

Dimos holds a Diploma of Financial Services (Financial Planning) and a Graduate Diploma of Applied Finance (majoring in Financial Planning) from FINSIA. Dimos also holds a Bachelor of Applied Science (Physiotherapy) from the University of Sydney.

Dimos Fessopoulos (Director of Financial Planning) is an Authorised Representative of Count Financial Limited. Dimos' ASIC Adviser ID No is 335420.

John Mihail

John Mihail

Professionally, John has 12+ years' experience in financial planning and is a CFP® professional member of the Financial Planning Association of Australia, which is the highest designation in financial planning and recognised internationally. In addition to his CFP® studies, he also completed an Advanced Diploma in Financial Services (Financial Planning) in 2007; and non-financial tertiary studies with a Masters of Health Science (Exercise & Sports Science) in 2002, and a Bachelor of Applied Science (Occupational Therapy) in 2000, both from the University of Sydney.

Outside of work, John is married with 2 young daughters. In his spare time, he enjoys the company of family and friends, follows the success (or suffering) of the EPL's Manchester United, our Socceroos, and the NRL's Bulldogs, while fruitlessly fighting the ageing process through (short) bursts of jogging, swimming, tennis and so on. He also loves a good cup of coffee.

John holds specialist technical accreditations with Count and is authorised to provide advice on Self-Managed Superannuation Funds, Aged Care, Direct Securities, Business Insurance, and Defined Benefit Schemes.

John Mihail (CERTIFIED FINANCIAL PLANNER® professional) is an Authorised Representative of Count Financial Limited. John's ASIC Adviser ID No is 289605.

Yolla Nohra

Yolla Nohra

Yolla Nohra is our Lending & Leasing Manager and she has over 34 years' experience in a variety of roles within Chartered Accountancy practices.

Yolla holds a Diploma of Financial Services (Finance/Mortgage Broking Management), a Diploma of Financial Services (Financial Planning), is an Accredited Mortgage Consultant (AMC) from the Mortgage and Finance Association of Australia (MFAA)and she is also a member of the Credit and Investments Ombudsman (CIO), 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 also a Justice of the Peace (JP). Yolla is a Credit Representative of finconnect™ (australia) pty ltd ACL 385888.

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

For more information: www.loanmagic.com.au

Winnie Su

Winnie Su

Winnie is a Paraplanner and Practice Manager at CBC and has been at the firm since June 2009. Winnie has over 10 years' experience in the financial services industry 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, an Advanced Diploma of Financial Planning from Kaplan and a Diploma of Teaching from the University of Technology. Winnie is also a Justice of the Peace (JP).

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

Larry Chi

Larry Chi

Larry is our Financial Planning Client Services Co-ordinator and joined the firm in September 2016 shortly after completing a Bachelor of Economics (Finance and Economics) from the University of Sydney. During his time with CBC, Larry has completed a Diploma of Financial Planning in 2017 from KAPLAN.

Larry continues to work as a basketball referee over the weekend and loves spending his time on outdoor adventures with his girlfriend, shooting hoops at the basketball courts and training at the gym. He also enjoys caring for his pet fish and Subaru.

Larry hopes to explore countries around the world and aspires to become a professional in the finance industry.

Secure File Transfer is a facility that allows the safe and secure exchange of confidential files or documents between you and us.

Email is very convenient in our business world, there is no doubting that. However email messages and attachments can be intercepted by third parties, putting your privacy and identity at risk if used to send confidential files or documents. Secure File Transfer eliminates this risk.

Login to Secure File Transfer, or contact us if you require a username and password.

Please enjoy the links to these free tools supplied by MoneySmart - a great resource for general financial information. Please get in touch if you would like to discuss any questions that you may have as a result of using these calculators.

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Users should seek individual professional advice before making any decisions that affect their own interests.

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