Who is Cursio Financial Services?
Cursio Financial Services is a unique financial services firm which has been providing professional financial advice to personal and business clients for over 25 years. We are a family business and a hard working team dedicated to ensuring our clients achieve their family and business goals.

 

Why Cursio Financial Services?
Our group is lead by experienced and highly qualified professionals who work with integrity and honesty and we aim to build long term relationships with all of our clients. We represent our clients, not financial institutions, and we strive to provide the most appropriate advice at any given time.

 

Our expertise
Our staff is highly qualified and specifically trained to provide financial advice on each of the areas listed on this site. Our office boasts a combined total of over 80 years experience in the fields of wealth management, banking, life risk advising, estate planning, insurance, claims management, accounting and estate planning.

 

Our aim
We aim to be the first point of call for all of our valued clients seeking advice in all areas of financial services.

 

Our advice process
We provide our clients with advice by following these steps:

Professional associations
We are members of the Financial Planning Association of Australia (FPA),

the National Insurance Brokers' Association (NIBA) and the Mortgage & Finance Association of Australia (MFAA). Through these bodies we are kept up to date with important industry news. We also undertake regular training to stay abreast of vital information needed to ensure our advice is always sound.

 

We also work with a number of accounting, legal and property professionals to compliment our business and we encourage our clients to utilise these links.

 

Obligation free discussion
Request a confidential call back from our office to discuss your financial situation or call us on 03 9481 2222.