Brand profile · Financial Services

CB Financial

CB Financial runs a Financial Services operation from Brisbane, Qld. Ownership is privately held; it publishes at cbfinancial.com.au. It holds three addresses on record, all in Australia. The record counts 13 people. Tagged estate planning, self managed superannuation and retirement planning. Two Australian registrations (ABN) are candidate matches. The record links eight similar brands, most of them in Financial Services.

cbfinancial.com.au LinkedIn

Profile live Privately Held Founded 1980 2 registry matches ABN 1 office country
Registry match · ABR
Counted staff
13
self-reported 11–50 band
Founded
1980
46 years
Registry matches
2
ABR
Office countries
1
3 addresses
Funding rounds
None on record
Company type
Privately Held
self-reported
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Legal entities

1 brand → 2 possible registrationsThese are name matches on ABR. 2 registrations share this brand's name; which one you contract with is a question for the register.

  • CB Financial Pte. Ltd.

    ABN98252024707

    VICMedium confidenceMatched on exact nameABR

  • CB Financial Pty Ltd

    ABN84120482313

    QLDMedium confidenceMatched on exact nameABR

Legal entities

CB Financial: 2 registry entitiesCB Financial is linked to 2 registry entities: CB Financial Pte. Ltd. (ABN 98252024707, candidate); CB Financial Pty Ltd (ABN 84120482313, candidate).CB FinancialCB Financial Pte. Ltd.ABN 98252024707Candidate · Medium confidenceCB Financial Pty LtdABN 84120482313Candidate · Medium confidence
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CB Financial Pte. Ltd.ABN 98252024707
CB Financial Pty LtdABN 84120482313
Confirmed matches0 of 2

A candidate is a name match on the registry, not a confirmed identity, and two candidates are ambiguity rather than a corporate structure.

Description

CB Financial has been helping individuals, business owners and corporations (as an employee benefit for their employees), achieve sound financial futures since the 1980's.

Our approach is holistic and aims to maximise and protect our clients’ wealth through a process we call SELF® (Strategy, Education, Life balance and Financial soundness). We help clarify goals; then make strategic and informed decisions about asset security, planning for life’s unexpected risks and managing wealth to achieve a balanced lifestyle.

This process demands that we continuously reassess and modify of our traditional financial planning products and services, in order to identify new opportunities and solutions and ensure we help our clients achieve their goals.

We offices located in Brisbane, Strathpine and Caboolture, providing services to both corporate and personal clients throughout Queensland and interstate.

What does tomorrow hold for us? A commitment to expand our team’s competencies, our range of services and strategic alliances, so that we remain in touch and continue to meet the evolving needs of our clients.

IMPORTANT WARNING – GENERAL ADVICE ONLY

The information provided on this website is general information only. It has been prepared without taking into account your individual objectives, financial situation or needs. Before acting on any information you should consider the appropriateness of the information, having regard to your objectives, financial situation and needs.

CB Financial Pty Ltd ABN 84 120 482 313 is a Corporate Authorised Representative No. 303961 of Alliance Wealth Pty Ltd ABN 93 161 647 007 AFSL No. 449221.

Specialties

All 10 specialties
  • Wealth creation strategies
  • Retirement planning
  • Personal & business insurance
  • Mortgage finance
  • Self managed superannuation
  • Estate planning
  • Business succession planning
  • Investment analysis planning
  • Ownership structures
  • Debt management & cashflow

Related specialties

Locations

Australia

Country footprint

Offices in 1 countryCountry footprint: 1 country. Codes: AU.1 countryAU
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Countries1

All codes: AU

Addresses

  • AULvl 1; 11-13 Bertha Street; Caboolture, Qld 4501
  • AU3 / 27; South Pine Road; Strathpine, Qld 4500
  • AULvl 8; 300 Ann Street; Brisbane, Qld 4001Primary

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Spending power

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Signals & hiring

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Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

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People & contacts

4 employee profiles on record · names withheld.

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FAQ

Which legal entities operate under CB Financial?

Two Australian entities on the ABR. CB Financial Pte. Ltd. (ABN 98 252 024 707) and CB Financial Pty Ltd (ABN 84 120 482 313). Both medium confidence.

How many people work at CB Financial?

The record holds 13 counted staff profiles at January 2026, inside the self-reported 11–50 band.

Where does CB Financial have offices?

Three addresses on record, Australia only. Primary: Lvl 8, 300 Ann Street, Brisbane, Qld 4001.

Has CB Financial raised funding?

None linked to this brand.

What does CB Financial list as its specialties?

Ten tags on the brand's own list, among them estate planning, self managed superannuation and retirement planning.

Which companies are listed alongside CB Financial?

Eight peer profiles on record: Sovereign Wealth Partners and RFS Advice.

What is CB Financial's website?

cbfinancial.com.au