Speak to the right person, first time.
Let's start the conversation
Behind every great partnership is a great conversation. Our adviser services team is organised by specialisation, not just geography - so you reach someone with exactly the right expertise for your practice, platform, or portfolio question. Find your local representative, and let's talk.
How we're structured
Four teams, one point of contact. Here's who does what.
Platform Sales
Strategic partners for your practice's growth. Combining technical knowledge with a real understanding of how advice businesses run, they help you tackle challenges, sharpen your platform strategy and get full value from your CFS relationship as your business evolves.
Platform Optimisation Specialists
Your first call for day-to-day platform support. They work with your operations team on onboarding, workflow design, training and administration enquiries, so you get more out of CFS Edge and FirstChoice. The result is streamlined processes, embedded best practice and more capacity across your business.
Investment Sales
Experts in investment strategy and portfolio construction. They pair deep investment expertise with broad choice across CFS investment capabilities, managed accounts and alliance partners, cutting through complexity to deliver strong client outcomes.
New Business
The team that makes moving to CFS simple. They take the time to understand your business, ambitions and operating model, then design a solution that fits. From tender responses to migration and implementation, they're hands-on at every step, so you move with confidence and are set up for success from day one.
Meet your team
Chris Mather
- Executive Director, Head of New Business
Chris Mather
- Executive Director, Head of New Business
Vanessa Ong
- New Business Sales Manager
Vanessa Ong
- New Business Sales Manager
I specialise in supporting tender opportunities and helping advice practices transition seamlessly to CFS. My focus is on ensuring a smooth and successful onboarding experience, providing guidance and support at every stage of the journey. At CFS, we are committed to being there for all your firsts.
Phone: +61484526819
Email: vanessa.ong@cfs.com.au
Jarrod Dominello
- Head of Practice Implementation
Jarrod Dominello
- Head of Practice Implementation
Jarrod Dominello and the team lead the strategic onboarding and transition of advice practices onto CFS Edge. Based in Sydney, Jarrod specialises in managed accounts, transition management, and change enablement, partnering with advisers to deliver seamless, scalable projects. All projects having a strong focus on adviser experience, client outcomes, and operational excellence.
Phone: +61434941886
Email: jarrod.dominello@cfs.com.au
Sarah Waseem
- New Busines Associate
Sarah Waseem
- New Busines Associate
I have over 6 years of experience in financial services. Before being at CFS I lead the client services team at a financial advice firm, which I now utitilise the konwledge of in my current role. My key role is ensuring the transition experience to CFS Edge is as seamless as possible for the adviser, support staff and client. To enable this in my role, I assist with tenders, project plans and management, registrations, training sessions, training and transition packs.
Phone: +61491272591
Email: sarah.waseem@cfs.com.au
Sarah Carta
- Business Development Manager
Sarah Carta
- Business Development Manager
With more than seven years of experience in financial services, Sarah has built her career supporting advisers to innovate, improve efficiency and achieve sustainable growth. As a Business Development Manager at CFS, she partners with advisers across Australia to help them make the most of platform capabilities and identify opportunities to strengthen their businesses. Sarah is passionate about building genuine partnerships and works closely with practices to simplify complexity and deliver meaningful outcomes for advisers and their clients.
Phone: +63435134037
Email: sarah.carta@cfs.com.au
Sean Glover
- New Busines Associate
Sean Glover
- New Busines Associate
I work closely with financial advisers and licensees to support onboarding, platform implementation, and business transition activities. I am passionate about delivering efficient solutions, enhancing adviser experiences, and helping clients navigate the transition to CFS Edge with confidence.
Phone: +61477595908
Email: sean.glover@cfs.com.au
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For adviser services contact us 8:30am - 6pm (Sydney time) Monday to Friday.
FirstTech: 9am - 5:30pm Monday to Friday.
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Information on this webpage is provided by Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 and Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468. It may include general advice but does not consider anyone’s individual objectives, financial situation, needs or tax circumstances. You can find the target market determinations (TMD) for our financial products at www.cfs.com.au/tmd, which include a description of who a financial product might suit. You should read the relevant Product Disclosure Statements (PDSs), Investor Directed Portfolio Service Guides (IDPS Guides) and Financial Services Guides (FSGs) before making any recommendations to a client. The PDSs, IDPS Guides and FSGs can be obtained from www.cfs.com.au or by calling us on 13 18 36. Past performance or awards are no indication of future performance.