Cbus Advice Services

As part of your Cbus membership, you have access to our team of qualified financial advisers.

Cbus Advice Services can provide you with advice over the phone about:

our range of super products
choosing an investment option that’s right for you
contribution strategies including salary sacrifice and personal contributions
nominating beneficiaries
planning the best ways to maximise your super for retirement
more information and assistance regarding the insurances available through Cbus.

To ensure our Advisers maintain their level of skill and knowledge we ensure they adhere strictly to our Continuing Professional Development (PDF) policy.

Request advice

Complete this form and one of our advisers will call you back.

First name*

Surname*

Email*

Member number (if you have it handy)

Your age (so we can find the best adviser)

Phone number*

General enquiry includes topics such as updating your account details, accessing your super or accessing your account online.

Financial advice includes topics such as retirement, choosing investment options, making contributions or nominating beneficiaries.

Message*

This form collects your personal information. Read our Privacy Policy and Personal Information Collection Statement for details on how we collect and disclose personal information or call us on 1300 361 784 for a copy.

Need comprehensive financial planning advice?

If you’d like to arrange a meeting with a financial planner for more comprehensive personal financial advice, Cbus Advice Services can refer you to an accredited CERTIFIED FINANCIAL PLANNER (CFP®) who meets strict professional qualification and service criteria as set by Cbus and the Financial Planning Association (FPA) of Australia.

A CERTIFIED FINANCIAL PLANNER (CFP®) can help you with

assessing your financial situation
planning for retirement, including Centrelink and Department of Veterans Affairs pensions
transition to retirement strategies
contribution advice and strategies including salary sacrifice, personal contributions and spouse contributions
understanding your investment options including non-super assets such as shares or property
comparing other super funds
developing and achieving financial goals
identifying your insurance needs
nominating beneficiaries
managing your tax liability
developing a personal risk profile
understanding the current economic climate and what it means for you.

How does it work?

The financial planner can offer you advice on a fee-for-service basis. Your first meeting is at no cost and any fees for advice will be agreed with you in advance. The fee you pay will depend on the complexity of your situation and the advice you need.

You'll receive a written quote from the financial planner, which you’ll need to sign before you can proceed with the service.

Under the Financial Planner Payment Program, you may be eligible to have your advice fees deducted directly from your Cbus account.

The Financial Planner Payment is only payable for personal financial advice that relates to your interest in Cbus and the advice must be provided by a CERTIFIED FINANCIAL PLANNER (CFP®) who is part of the Cbus & FPA Member Referral Program.

Call Cbus Advice Services on 1300 361 784 to get started.