About COMPASS financial management

There are two divisions within Cfm

1. The first of the two relates to an independently owned Financial Planning business. This business was formed in July 2000 by the Partners
   Warrick Affleck B.Com CFP & Robert de Lepervanche B.Ag Econ CFP who combined, have over 25 years experience in the Financial Services Industry.
      
2. The second arm of COMPASS Finance and Lending was added in August 2003. In recognition that a more holistic approach for our clients was needed, we formed a separate partnership with Michael Clarke Dip fm Assoc.MIAA. Michael has over 25 years experience in banking & finance.
   

Cfm comprises five staff offering the full range of services that you would expect from a financial management firm. It helps clients navigate through the maze of wealth creation, wealth protection, wealth distribution scenarios, covering all areas of advice either directly or through our referral sources. CFM also provides a full range of finance, home lending and commercial loan services, in addition to advice in the area of small business management.

Why choose COMPASS financial management? "Quality Assured" Quality Assurance COMPASS is proud to have been recognised for the following awards acknowledging the quality of advice provided to clients: We have been recognised within AXA Financial Planning as one of the leading financial planning businesses in assuring quality advice COMPASS (Michael Clarke) was a finalist in the "MIAA National Excellence Awards" COMPASS have been nominated in the top 100 financial planning businesses throughout Australia in the national "Business Health / IFA Magazine 2006 Awards" Port Macquarie Hastings Council and the Mayor have awarded COMPASS as a "Quality Care Provider"

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