CBI FINANCIAL PLANNING WEBSITE BY THE DMA

Our experience dealing with CBI has always been pleasant and positive. We are assured of positive advice and direction from Lisa & Tracey. We feel safe knowing that CBI is managing our finances with integrity and trust... Lisa and the team at CBI provide a professional service with a very personal touch. It is so reassuring to be able to rely on their extensive knowledge and benefit from a solution tailored specifically to our requirements. We as clients know that Lisa has our best interests at the centre of all she does.

Also known as: CBI, CBI Financial Planning

Registration numbers: 22 122 230 835 (W), 61 881 141 578 (W)

Primary location: Brisbane United States