Since we opend in 2008, CMS Private Advisory has become a leading provider of financial advice with a dedicated team who thrive on this ever-changing, fast-paced environment.

 
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John Flanagan

Director – Financial Planning

John Flanagan

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John Flanagan

Director – Financial Planning

+08 8407 1333

john.flanagan@cmsfp.com.au

Areas of Specialisation:
  • Financial Planning
  • Investment Advice

I am an Authorised Representative of RI Advice Group Pty Ltd and have provided detailed strategic advice to a broad range of clients since 1996. I have completed a Diploma of Financial Planning and hold the internationally recognised and highest practitioner Certified Financial Planner qualification. I am an active member of the Financial Planning Association of Australia and Self Managed Superannuation Fund Association. Constantly being informed and kept up to date on all industry related issues via RI’s rigorous Continuing Professional Education program, I am able to provide you with detailed strategic advice on a range of topics and issues.

No two clients are the same, with each client having different needs and objectives. I very much enjoy getting to know my clients and their situations, helping them to understand their financial position and working with them to implement appropriate strategies that will help to achieve their goals and objectives.

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Julie Murphy

Financial Planning Assistant

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Julie Murphy

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Julie Murphy

Financial Planning Assistant

+08 8407 1333

julie.murphy@cmsfp.com.au

I joined CMS Financial Planning in 2012. I hold a Diploma in Financial Planning and Advance Diploma in Financial Planning. I’ve been working in client services for many years, and in the Financial Planning industry for 10 years.

I am responsible for the day to day running of the office, I look after paperwork and applications, and implement strategies John has devised. I am in regular contact with our clients and assist with any queries they may have.

Everyday is a bit different and i really like that. There are always changing priorities, but ensuring our clients’ needs come first is my goal. I love talking to our clients and hearing the stories and journeys they readily share with us.