We are pleased to announce the acquisition of Colgin Financial Services (CFS), a financial planning firm based in Lilydale.
Our due diligence revealed CFS as a quality strategic fit, with strong cultural values that place the client’s interests foremost as its fundamental business purpose.
Due to personal circumstances, Colin Flynn will be retiring on 31st May 2021. Colin will be available to help facilitate the client transition and introduce the clients of CFS to their new advisor being Rod Geilman or Prashneel Karan.
Rod, Prashneel and the team at Kidmans Partners look forward to meeting the clients of CFS and helping them achieve their financial goals.
To view Rod’s profile please click here.
To view Prashneel’s profile please click here.