CPR WEALTH is a leading Financial Services provider having been established since 1990. Our offices are situated in Penrith and Miranda, Sydney, NSW but via our use of available technology our clients are afforded advice services no matter their location, allowing the continued relationship between client and adviser. CPR WEALTH advisers take the time to connect with and listen to our clients concerns – Identifying their needs and dreams enables us to bring together a plan that focuses on securing their financial well being and achieving their lifestyle goals.
We are aligned with the Pinnacle Advisory Services Group whose advisers have collectively helped thousands of individuals with their financial planning needs over a number of years. Through this association we are one of a select number of businesses that has been awarded Certified Quality Advice Practice status by Charter Financial Planning.
This programme sets an industry benchmark for providing high-quality financial advice. The certification is awarded based on industry qualifications, demonstrated best practise business operations and proven success in meeting the financial planning needs of clients.
Senior Financial Advisor
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