Established in 1988 and based in Geelong, Australia, CDFS Financial Strategies Pty Ltd is a financial planning business focused on building long-term client relationships. The firm offers a comprehensive suite of services including wealth creation, superannuation advice, retirement planning, personal insurance, and aged care advice. Their mission is to provide professional, tailored financial strategies to help individuals, families, and business owners secure their financial future and achieve their lifestyle objectives. CDFS operates as a Corporate Authorised Representative of InterPrac Financial Planning Pty Ltd.

Founded in

United States