Mortgage Brokers

CLN Financial Services

1 Review

call business 0413 597 407

3 Rene Ct

Montrose, VIC, 3765

VISIT WEBSITE

3 Rene Ct

Montrose, VIC, 3765

CLN Financial Services

The Right Loan for the Right Person

CLN Financial Services is owned and managed by me, Craig Naisbitt. I am a registered Tax Accountant/CPA for over 10 years. I commenced my Mortgage Brokering career to build on my extensive skills and continue my commitment of getting the very best for my clients, which now can include offering financial advice. I have accreditations in Certificate IV in Financial Services �¢?? Mortgage Brokering, Anti-Money Laundering and Counter-Terrorism Finance through AAMC Training. I am also registered with the Finance Brokers Association of Australia Pty Ltd.

I also have completed my CPA from Deakin University in 2009 and hold a Bachelor of Commerce (B.Com.) - Accounting.
Through my accounting business, I often have clients asking me for finance advice, how can they save money on their current home loan, and are they getting the best deal for their current situation. I decided to undergo the appropriate qualifications to further build on my accounting/finance background so that I could tailor a personal service for my clients based on their needs, not just a one size fits all scenario.

I am a happily married father of 2, who loves numbers (luckily), woodworking and football (I am a passionate Hawthorn supporter). I work out of home office in Montrose VIC (Melbourne Eastern Suburbs) or I am available for a mobile service Monday to Friday 6pm and 7.30pm appointments & Saturday and Sunday 9am -
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Contact details

Visit website Email this business
(03) 9728 1436 0413 597 407
(03) 9728 1436
32602232468

Payment options

  • Cash
  • EFT
  • EFTPOS
  • Direct Deposit
  • Cheque

Opening Hours Detail

  • Appointments Available
  • Flexible Hours by Appointment

REVIEWS (1)

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Peterpaint
OVER 9 years AGO

Craig has been my accountant for the last 10 years. I run a small painting business and Craig had always been helpful and willing to offer advice in regards to most employee entitlements, BAS and tax requirements. I recommend Craig to anyone who requires a great and well skilled accountant. He has also recently help with the finance of my wife's new car, he made the process seem quite simple and stress free.

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    Currently open

    7:00 AM - 5:00 PM

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