Meet the team

The CBW way

It takes an exceptional team to produce outstanding results. So, what makes the CBW Financial Planning team exceptional? We’re highly qualified and experienced (over half of our planners are Chartered), we are dedicated to building long-term, trusted relationships with our clients, and each member of our team really cares about what they do.

Join our team

At CBW, we nurture a culture that values each and every member of our team. As a Chartered Financial Planning practice, we’re committed to supporting continuous learning and development opportunities. Click through to the CBW careers page and discover our current opportunities and what we could offer you.

CBW Careers