Financial Planning

Carey Financial Pty Ltd was formed in 2000 out of a need to offer quality financial planning services to the clients of long established accounting firm, Carey Accountants Pty Ltd. We have offices located in Townsville, Ingham and Cardwell and provide trusted advice to clients from Cairns through to Melbourne.

The advisers of Carey Financial Pty Ltd can provide financial services as Authorised Representatives of Securitor Financial Group Ltd, ABN 48 009 189 495, an Australian Financial Services Licence holder (No. 240687). Securitor was founded by advisers in 1986 and quickly established a reputation for innovation and technical excellence. Securitor provides dealer services to more than 400 financial advisers across Australia, managing more than $10 billion for over 70,000 clients. Securitor is a member of the BT Financial Group, a subsidiary of the Westpac Banking Corporation Group of Companies. Securitor Logo

Securitor Financial Group Ltd

Level 12, 400 George St

Sydney NSW 2000

Our Vision

To be the premier financial services business of first choice, built around clients and staff who value and respect the ethical service and advice we provide.

Our Mission

To grow our business by helping our clients create wealth and attain peace of mind through the professional delivery of quality financial planning advice and service.

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Our Services

Our abilities go far beyond investment management. Our clients enjoy professional guidance at a personal level so that informed decisions can be made in the areas of:

Goal setting and strategy development
Retirement planning
Superannuation
Wealth creation
Social security advice
Gearing strategies
Risk management - Insurance
Investment advice using managed funds and direct shares

We liken our advice process to an analogy of building a house:

**Foundations > Strategy:**	Major emphasis is placed on the development of a workable strategy as a solid foundation for our clients to work towards and base important decisions upon.
**Walls > Investments:**	Ensure that appropriate investments are utilised and regularly reviewed, in order to generate the returns necessary to achieve our clients goals and objectives.
**Roof > Risk Management:**	Make sure that our clients interests are adequately protected from any unforeseen events through appropriate levels of insurance.

For further information regarding our services offered and costs please contact us on invest@careygroup.com.au

Staff - BJ Carey & Company Financial Services Pty Ltd

Carey Financial Pty Ltd is an authorised representative of Securitor Financial Group and provides financial planning services for superannuation, managed investments, personal risk insurance, shares and self managed superannuation fund investment advice.

Your advisers may offer you services through Carey Financial Pty Ltd and Carey Accountants Pty Ltd which are each separate businesses.

Although the same Adviser may offer you services under the above businesses, each business is solely and separately responsible for the advice they each provide. In particular, Securitor is only responsible for the financial planning services for superannuation, managed investments, personal risk insurance, shares, and self managed superannuation fun investment advice provded by Carey Financial Pty Ltd.