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Unleash your
business potential


Power your practice with CFS platforms

Power your practice with CFS platforms

Choose the platform that works best for you and your clients with FirstChoice and CFS Edge.

 

 Access some of the world’s best investment minds

Access some of the world’s best investment minds

Tap into the collective brain power of our leading experts and fund managers.

 

 Experience award-winning support

Experience award-winning support

Elevate your advice practice with FirstTech, rated #1 tech support 11 years running.

 

FirstChoice seamlessly integrates with Xplan

"There are significant time savings"

FirstChoice's new data integration with Xplan makes client origination pain free. Don’t use Xplan? You can still save time.

Viridian has become a cornerstone client of CFS Edge

"We like CFS' continued investment in technology to transform the way advice is delivered."

 

Raamy Shahien, Joint CEO of Viridian Advisory

Know you’re partnering with the best

Wealth Insights

FirstChoice ranked equal #1 for 
Overall Satisfaction 2023

Canstar

Winner - Provide of the Year - Managed Funds
2019 - 2022

Wealth Insights

FirstChoice ranked #1 for Value for 
Money 2023

Let us do the hard work for you

 

We have a nationwide team of BDMs ready to service your business

 

FirstTech provides comprehensive support materials advisers say they can’t live without

 

Our investment experts provide market performance updates and unpack what’s driving it

How can we help you today?

How can we help you today?

CFS FirstTech

The best tech support in the industry, helping you cut through the complexity.

 

SMSF contribution reserving strategies

31 August 2023 

 

Centrelink payments for carers

29 August 2023 

 

 

Super reporting deadlines relevant for determining accuracy of myGov

15 August 2023 

CFS 10x

For growing and evolving businesses, we partner with you to solve the business challenges that matter most to you.

Helping you to elevate your business

Helping you to elevate your business

Access the tools you need to attract, develop and retain your best talent.

 

Professional Year by CFS

Professional Year by CFS

Access to education and a dedicated community for Professional Year advisers.

 

 

Centre Stage masterclasses

Centre Stage masterclasses

Learn from inspirational leaders, who encourage you to think differently. 

 

 

Unleash in ways you never thought possible

Get in touch

For technical enquiries contact us

18 - 20 December 8.30am to 5pm AEST

21 - 22 December, 9am to 3pm AEST

27 - 29 December, 9am to 3pm AEST

2 - 5 January, 8.30am to 5pm AEST

Find a Business Development Manager

Need more information or support? 

 

 

 

 

 

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