Cleveland Financial Planners (CFP) is an independent financial planning and advisory firm helping individuals and families achieve financial independence and security for their futures, no matter what life stage they are currently at.
CFP is co-located with long-standing accountancy practice, Frederiks Accountants in Cleveland and leverages the resources of this relationship. This means our financial planning clients benefit from easy access to tax and other advisory services that impact their financial aspirations.
The organisation is headed by experienced Senior Financial Planner, Trish Symons. As well as being an established financial planner, Trish has extensive experience in working with clients of all ages – from young families right through to helping families with aged care planning, something that is impacting an increasing number of Australians.
At our firm we develop trusted relationships with our clients to help them navigate their way through their life stages by maximising their financial potential, planning for future financial goals and eventually enjoying a financially secure retirement.
Cleveland Financial Planning was formed in 2016 by Frederiks Accountants (hyperlink) and offers full financial, insurance, risk protection, superannuation, retirement/estate and age care planning advice and services.