About Catholic Financial Services

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Catholic Super owns a licensed financial services company Catholic Financial Services.

Catholic Financial Services (ABN 38 100 468 200) is wholly owned by CSF Pty Limited (ABN 30 006 169 286; AFSL 246664), the trustee company of Catholic Super (ABN 50 237 896 957). Catholic Financial Services is a Corporate Authorised Representative (CAR 248127) of Catholic Super.

Under its license, it can provide you with professional advice on a range of issues that takes into account your personal circumstances and individual needs. Our priority is to provide you with practical strategies and advice that is in your best interests and assist you in meeting your goals and objectives, whatever they may be.

Who provides you with the advice?

Catholic Financial Services employs a qualified and experienced team of salaried professionals to provide you with a range of financial services and advice.

Catholic Financial Services' financial planners:

are salaried employees
do not receive commissions
do not have any association or relationship with other product providers

For a full explanation of fees and other important information, refer to the “Our fees and charges” section of the Financial Services Guide.

How do we provide you with advice?

Whenever we provide you with personal advice, you are entitled to receive a Statement of Advice (SoA), commonly referred to as a financial plan. This is an important document as it contains the personal advice we have provided, the basis on which it is given and other important information to help you make the right decision for now and into the future.

Specialist product advice

Our license enables us to provide you with advice about and deal in the following financial products:

retirement products including:
- superannuation
- allocated pensions
- transition to retirement pensions
- retirement savings accounts
securities (shares)
- Please note that we can advise you about securities, however, we cannot provide a service to buy or sell securities. We can refer you to a stockbroker to assist you with buying and selling securities, if required.
deposit & payment products including First Home Saver Accounts
managed investments
life insurance and income protection insurance

Meet the Team

Craig Voyer [CFP^®, Adv Dip FS (FP)]
General Manager

Our team of qualified financial planners are listed below:

Bryan Coster [CFP^®, Dip FP]
Financial Planner

Mark Juricksay [CFP^®, Dip FP]
Financial Planner

Bette Sewell [CFP^®, Dip FS, AFPA, SA Fin, RMC]
Financial Planner

Eric Marshall [B.Ed, Adv Dip FS(FP)]
Financial Planner

Peter Naumenko [B Bus, Dip FS(FP)]
Financial Planner

Access to free seminars

In addition to the above financial planners, clients of Catholic Financial Services will have access to free seminars on a range of topics and issues. Visit our seminars page for more information and a listing of upcoming seminars and their locations.

Financial Service Guide (FSG)

To find out how we operate, our relationship with Catholic Super and what information you will receive, please refer to our Financial Services Guide (PDF size 2MB).

More Information

Contact Catholic Financial Services for more information about the services we can provide you.