At CSF Private Wealth, we provide everyday Australians, with expert financial advice that’s easy to understand. Why? Because we believe great financial advice provides clarity, certainty and peace of mind, and everyone should enjoy those benefits, regardless of their financial starting point.
Whether you want to buy a home, enjoy a life without financial stress, or just know your family will be looked after if something unexpected happens, we can put a simple plan in place to make it happen.
Many Aussies are on track for an average retirement. Others lack financial security in the face of illness or injury. More are stuck in default Super funds with below-average returns – and don’t even know it. We’re here to ensure you’re on the front foot, heading towards your financial goals with confidence.
We start by working out what you want to achieve; now and in the future.
Are you currently on track to reach your goals? If not, We devise a plan to get you there.
We implement and manage your plan to ensure you stay on track.
We are 100% Australian owned and operate under Australian Financial Services Licence Number 246638, which is issued and regulated by the Australian Securities and Investment Commission.
Our Founder and CEO, Dominic O’Regan, is a Senior Associate of the Financial Services Institute of Australia, and an Adviser Member of the Association of Independently Owned Financial Professionals.
At CSF Private Wealth, we believe in more than just numbers. We’re dedicated to making a real impact whether it’s educating the next generation, supporting local neighbourhood initiatives or raising funds and awareness for incredible national charities, we’re committed to uplifting and strengthening the communities we serve.
In the words of Clint Eastwood, “What you put into life, is what you get out of it.” Each day we make a difference. Sometimes we are the difference for one, other days for many. Whatever the number, it matters.
Channel 9 caught up with CSF Private Wealth CEO Dominic O’Regan and Tom Pirie, to launch a new venture helping people living with disabilities. Watch the full story.
CSF Private Wealth named in The Australian’s Best of the Best list – recognition for our commitment to clients, our community, and the quality advice we provide. Read more.
Channel 7 and CSF Private Wealth joining forces to support local legend, 10 Cent Tom, continue his change maker mission.
Watch the full story.
CSF Private Wealth featured in The Gold Coast Minute for highlighting the importance and critical impact of blood donation during the festive season. Read more.
CSF Private Wealth is proud to have been named the winner of the Professions and Services category in the May Gold Coast Business Excellence Awards. Read more.
CSF Private Wealth featured in Lifestyle News! Australia, highlighting our commitment to protecting the futures of everyday Australians. Read more.
CSF Private Wealth is proving that a great work culture comes from doing the right thing and making sure clients are always protected. Read more.
When markets feel volatile, it’s easy to focus on the daily headlines. But underneath the noise, there are a few powerful global forces reshaping investment returns.
This year’s Federal Budget includes a range of proposed tax reforms affecting individuals, small businesses, property investors and discretionary trusts. While many of these measures are still subject to legislation and may change, the overall direction is clear. The Government is aiming to provide additional support for workers and small businesses, while also changing the […]
When markets feel volatile, it’s easy to focus on the daily headlines. But underneath the noise, there are a few powerful global forces reshaping investment returns.
We’re all about sharing knowledge and ensuring that you’re in the know, even before you ask. Here are a few queries you might be pondering over.
CSF Private Wealth are Licensed Financial Advisers. We are 100% Australian owned and operate under Australian Financial Services Licence Number 246638, which is issued and regulated by the Australian Securities and Investment Commission.
CSF Private Wealth helps everyday Australians make informed financial decisions through professional, personalised advice.
Our Advisers work with clients to build strategies that improve financial wellbeing, manage risk, and help them feel confident about the future.
CSF Private Wealth is 100% Australian Owned. It’s founder and CEO is Dominic O’Regan. Dominic started the business with a clear goal – to make high-quality financial advice more accessible and affordable for everyday Australians.
Dominic is a Senior Associate of the Financial Services Institute of Australia (FINSIA), and an Adviser Member of the Association of Independently Owned Financial Professionals (AIOFP).
CSF Private Wealth is not owned by any super fund, bank, or product provider – so there is no incentive to push specific investments. All advice is designed around what’s best for each individual client.
No. CSF Private Wealth has no association or connection with Shield Master Trust, First Guardian Master Fund, or any similar failed investment products.
We have never recommended those products, or any superannuation fund that listed them on their platform. No CSF Private Wealth client has ever been advised to invest a single dollar into Shield or First Guardian.
Products like these would never meet the standards we apply when selecting suitable investments. Every investment we consider is reviewed through both our internal research process, and independent external investment specialists to ensure it meets strict requirements for governance, transparency, and long-term performance.
No – we’re not affiliated with any payday lenders, overseas companies, disability services, or solar panel businesses using the name “CSF.”
People searching for CSF Private Wealth often see reviews for unrelated overseas companies using the same name. It can be confusing – but if you’re looking for the Australian-based, licensed financial advice firm, you’re in the right place.
We are CSF Private Wealth Pty Ltd, a 100% Australian-owned company providing professional financial advice under AFSL 246638. Our advisers are based here in Australia, and our company is registered under ACN 634 263 148.
To verify our company, you can search the official ASIC register here:
https://service.asic.gov.au/search/
To check an adviser’s credentials, visit:
https://moneysmart.gov.au/financial-advice/financial-advisers-register
The CSF name might be common – but our service isn’t. We help everyday Australians access the kind of high-quality advice usually reserved for the wealthy.
We offer comprehensive financial advice, including:
Choosing an adviser you can trust is one of the biggest challenges for Aussies looking to implement a financial strategy. To help make the decision easier and advice more accessible, we don’t charge fees for going through the research process. That means we’ll present our findings and make our recommendations and if you choose not to proceed for any reason, the whole process won’t cost you a cent. You can view our recommendations and see what our fees and the benefits will be, before having to commit either way.
Our process takes around 10-weeks from the first discussion – to the delivery of your Statement of Advice (SOA).
This allows time for detailed research, strategy modelling, and multiple discussions with your Adviser.
If you want to know where you’re going, and exactly how to get there, the best way to achieve your goals is with a plan. Studies consistently show that professional financial advice leads to significantly better outcomes, especially in retirement. If you want to maximise your financial well-being and ensure a secure future, it makes sense to get expert guidance tailored to your specific goals and circumstances.
We take great pride in providing objective advice that’s solely in your best interests. As a privately owned firm, free from any affiliations with super funds or banks, we have no conflicting interests. Our recommendations are designed to empower you to make informed decisions with confidence.
No. We do not accept commissions, kickbacks, or payments from investment product providers.
All advice and recommendations are completely independent, and based solely on what is in each client’s best interests.
We bring high-level financial advice to everyday Australians – without the complexity, jargon, or high costs.
Considering financial advice but unsure where to start? At CSF Private Wealth you’ll receive an obligation-free statement of advice upfront, detailing strategies, costs and benefits before you make any commitments.
That’s right, you’re in the driver’s seat. You only pay if you choose to proceed. No worries and no cost if you decide otherwise. We believe in getting you on the fast track to financial success, and it doesn’t get any easier or more accessible than that.
The team at CSF Private Wealth are extremely good at what they do and their customer service is amazing.
We have seen a number of financial advisors over the course of our working life and we can finally say we have found the perfect fit. Dominic has given us confidence in our end goal which is to retire at 60 and to be setup to lead a very comfortable life.
They were brilliant in going through the details in a manner I could understand easily.
Excellent service; great knowledge and easy to work with. Highly recommended.
Dominic did a full review of my current finances and was able to identify a number of areas that needed improvement. I like his straight forward approach, the advice was intelligent and he communicates well.
Being a new client, so far Dominic and the team have been nothing less than fantastic, very friendly, helpful and positive towards my financial future, looking forward to a great working relationship between us.
Easy to communicate with, I am excited to work with the company. Friendly service.
Very professional and friendly company. Had a few questions that they answered very quickly. Dominic, Jenna and Natalie are fantastic.
Very helpful. Very friendly. Very happy with the service I have received. Feels like they are on your side.
Have been an absolute blessing for my husband and I. A very considerate and friendly team that do all the little extra things that a lot of modern companies don't bother with. Have made our life much easier and have put our finances in excellent order.
CSF Private Wealth (ABN 36 634 263 148) is a Corporate Authorised Representative No.1299668 of InterPrac Financial Planning Pty Ltd (Australian Financial Services Licence Number 246638). Clear Sky Finance Pty Ltd (ACN 679 620 716) is authorised under Australian Finance Group Ltd ACN 066 385 822 Australian Credit Licence 389087. Information contained in this website may not take into account any individuals’ objectives, financial situation and needs. Before acting on any information contained herein, you should consider the appropriateness of the advice having regard to your personal objectives, financial situation and needs
