About Us

CPB Financial Planning Services

CPB planners are the pre-eminent retirement planning specialists in the western suburbs and have been providing advice to people in the greater Adelaide area and beyond for more than 30 years.

People appreciate us turning the often complex issue of retirement into straight forward solutions, ensuring correct Centrelink entitlements as well as investing life savings for income and growth in line with their needs.

Working with you we complete the necessary Centrelink paperwork and provide ‘hassle free’ ongoing Centrelink reporting on your behalf via our dedicated Centrelink Liaison Service and direct access portals.

Our Advisers

We help people implement their plans and then over time we revisit that plan with them, ensuring it stays relevant as their circumstances change.

Today, more than ever you must be well informed so that you can make wise choices. The choices you make will determine the security and well being of your tomorrows.  More important than markets and products, is the enduring value of a personal financial strategy, put together by a professional who possesses good information and the experience to implement it wisely.

At CPB we form relationships with people, enabling us to understand their circumstances, identify their challenges and develop solutions to achieve their goals.

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Keiran McPhee

Director / Financial Planner
About Keiran

With over 20 years experience at some of Australia’s premier advice organisations, as well as previously working for the Australian Securities and Investment Commission, (ASIC). Keiran brings a wealth of knowledge and perspective in helping our clients reach their financial and lifestyle goals.

Keiran is keen to see people make the most of their situation, working closely with them to implement the plans that best suit their needs. He is able to advise on a full range of financial issues and specialises particularly in helping people with investment and retirement planning needs.

Keiran holds a Graduate Diploma of Applied Finance and Investment, a Graduate Diploma in Financial Planning and a Bachelor of Economics from the University of Adelaide.

Away from work Keiran is married with two young children who keep him busy.

He is an avid fan of all sports and loves going to see a game live at the Adelaide Oval or Hindmarsh Stadium.

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Vanita Barry

Director / Financial Planner
About Vanita

Vanita joined CPB in 2007 after 10 years experience in small business, (and before that a number of years as a local police officer!).

Employed initially at CPB as a technical report writer, Vanita worked closely with our planners to develop strategy, advice and quality documents.

In 2015 Vanita began giving clients advice in her own right and since then, the combination of study and experience has Vanita well placed to assist people through the process of discovering the best solutions to their financial challenges.

Vanita provides advice to those facing the challenges of retirement in all its forms and is our ‘go to’ person for ‘aged care’ client advice.

Married with three children, when not working it’s most likely that you’ll find Vanita at a sports ground with the family; be it football, (aussie rules) football, (soccer!), baseball or netball in a coaching, scoring or supporting role. Thankfully she is a Power supporter.

Vanita has completed her qualifications for the Advanced Diploma of Financial Services (ADFS).

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Robert Steventon

Director / Financial Planner
About Robert

Robert has been in the financial services industry since 1988 when he joined the Executor Trustee as an 18 year old and since then has had a variety of roles with fund managers and service providers. He has worked in both administrative and technical roles.

Robert first joined CPB in 1994 and after having a “sabbatical” in 2001 to pursue a corporate role, ultimately returned to CPB as a financial planner.

Since 2007 Robert has provided advice to our clients designed to help them reach their full financial potential.

That may mean helping them plan for a comfortable retirement, investing for events along the way, or protecting families and businesses by making sure that funds are available in the case of unforeseen circumstances, (such as illness, accident or dying early).

Robert has completed the Advanced Diploma of Financial Planning and is a Certified Financial Planner.

Away from the office Robert is a keen cyclist and runner, with any number of marathons under his belt.  An enthusiastic landscaper, Robert is married with an adult daughter.

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Alex Uszynski

Financial Planner
About Alex

Alex holds a Bachelor of Applied Finance (University of South Australia) majoring in financial planning and is the newest member of our Adviser team.

Alex comes to us with a practical planning background gained through roles with NAB Financial Planning and more recently Bernie Lewis Financial Services.

Having been a financial adviser since 2013, Alex is well equipped to speak with a diverse range of clients, from people just starting their working life through to those looking to enjoy the fruits of their labour in retirement.

Alex has accreditation and access to a wide range of solutions and strategies, meaning that he is just as comfortable providing solutions around risk and protection needs as he is in establishing retirement income and investments for clients.

Alex is married and when  not working enjoys spending time with family and friends, gardening and his weekly game of basketball.

Our Planners are assisted by an experienced cast of administrators and support people, all of whom are part of the critical infrastructure serving our clients.

During your time with CPB you will no doubt speak with our receptionist Megan, our administrators Jody, Wendy & Mel and our long time point of contact for Centrelink Liaison, Karen. Further support to the client group is provided by Anna, Vanessa, Matt, Robert, Jaymie and our Practice Manager Roger.

We look forward to assisting you, simply phone us on (08) 8341 2411 or use the “contact us” link on this website to make a time to discuss your own situation.

Enjoy the stress free retirement you’ve always wanted.