Welcome to Centaur Financial Services

Important Documents

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Welcome

Because we know your time is precious …and because we also want you to get the most out of the meeting… we’ve prepared just two quick-and-easy questionnaires:

  • The first one is a ‘5 Minute Financial Health Check’ to confirm your financial priorities.
  • The second is a ‘Changes Questionnaire’ that will take only a few minutes and will let us know of any changes in your life that should be considered in your existing Financial Plan.

By the way you should also read the Financial Services Guide as it contains important information about us and our business.

Hugh Robertson

Centaur Financial Services
7 Sixth Avenue
Palm Beach, Qld 4221

Phone: (07) 5559 5760
Fax: (07) 5534 7088
Email: info@centaurfinancial.com.au
Web:  www.centaurfinancial.com.au