Disclosures

At Cursio Group we hold various licenses and authorities which allow us to help you with your financial structures, loans, insurance policies, superannuation funds and property portfolios. These licenses have been acquired with years of training, numerous qualifications and decades of experience among our entire team of professionals.

Financial Planning

For Financial Planning advice including superannuation and investment advice, retirement planning and life insurance, we have partnered with Denaro Wealth. Denaro Wealth Pty Ltd (ABN 23 625 686 464) is a Corporate Authorised Representative (No 1263750) of Lifespan Financial Planning Pty Ltd (ABN 23 065 921 735, AFLS 229892).

Please visit Denaro Wealth’s website for more information including their Privacy Policy and Financial Services Guide.

General Insurance Broking

For General Insurance Broking we are authorised by McLardy McShane Partners Pty Ltd.

Adam Cursio is an Authorised Representative (AR No. 296309), and The Trustee for CFS Unit Trust trading as Cursio Group and Noosa Insurance Brokers is a Corporate Authorised Representative (CAR No. 291957) of McLardy McShane Partners Pty Ltd; AFSL 232987, ABN 14 064 465 309.

Download our Privacy Policy and Financial Services Guide for Insurance Broking services here.

View the McLardy McShane Partners Complaints and Dispute Handling Information here.

View the NIBA Insurance Brokers Code of Practice here.

Mortgage Broking

For Finance Broking we are authorised by Choice Aggregation Services.
David Cursio is a credit representative No 401142 of BLSSA Pty Ltd (ACN 117 651 760) Australian Credit License 391237.

Download our Privacy Statement and Credit Guide for Mortgage Broking

Property Advocacy

For Buyer and Vendor Advocacy Services, Adam Cursio is a Fully Licensed Estate Agent in Victoria and Queensland.

Please visit our dedicated Cursio Property website for more information.

General Advice Warning

The purpose of this website is to provide general information only and the contents of this website do not purport to provide personal financial advice. Denaro Wealth strongly recommends that investors consult a financial adviser prior to making any investment decision. The contents of the Denaro Wealth website does not take into account the investment objectives, financial situation or particular needs of any person and should not be used as the basis for making any financial or other decisions. The information is selective and may not be complete or accurate for your particular purposes and should not be construed as a recommendation to invest in any particular product, investment or security. The information provided on this website is given in good faith and is believed to be accurate at the time of compilation.