CLM Investment Services Pty Ltd

About CLM Investment Services Pty Ltd

CLM Investment Services Pty Ltd was formed by 3 accountants (Neil Canning, Terry Lynch & Richard McGrath) and financial planner Danny Mattsson in 1998.

CLM Investment Services Pty Ltd joined PIS in November 1998 and have grown to become the premier Financial Planning firm on the Fraser Coast.

In 2007, Neil Canning’s semi-retirement allowed Shane Bradbury and Ian Woodland the opportunity to become directors in CLM Investment Services Pty Ltd.

At CLM Investment Services Pty Ltd, we are committed to your future.

Mission Statement

To develop long term strategies to improve the living standards of our clients now and in retirement through innovative products and quality professional financial planning.

Our Vision

To be the most professional financial services office within the Fraser Coast Community.

Our Mission

To work as a group to assist our clients achieve their goals.

Our Quest

To build a profitable business based on:

• First class service to clients
• Educational services to our client base
• Maintenance of professional ethics