What we do

We help to provide this opportunity with our financial planning journey and a range of insurance services to help ensure that you and your family are protected financially against any unforeseen or unfortunate circumstances that may occur.
No-one really likes to think about misfortunes, however the reality is, it can happen anytime to anyone!

Life Stages

Whatever stage you’re at, we will work with you to make the most of what you have by educating you along the way and providing the best possible solutions to meet your needs.

Single and earning a reasonable income

Any spare monies that you can make available, why not start an investment program? Starting early will yield you good fortune earlier. It is NEVER TO EARLY to start investing!

About to get married

Perhaps you are both working at this stage and would like to start to invest now for the future OR perhaps you are about to buy a house where you will have a mortgage – protecting your income will be an important decision for you right now.

Starting a family

Perhaps finances may be a bit tighter at this stage, therefore you may have less to invest, so let’s look at other options together.

Wanting to invest

You can start this any anytime, but there is one thing for sure – the sooner you start investing the better and the greater opportunity you create for your future.

Starting a business

With any business you will need to be covered with the right insurances. There are a lot of areas in the business that you may not have even thought of.

Wanting to invest some more

What a great idea! – This gives you the potential to grow financially.

Planning for retirement

You may already be close to retiring and are looking for some professional guidance about income, tax and whether you qualify for any Centrelink entitlements.

5 Steps to a better outcome for you

first meeting       Step-2 Formulate strategy recommendations        Step-3 Implement planning program – 2nd Meeting        Step-4 Joint & ongoing planning reviews        Step-5 Tips for you!

Financial Health Check Questionnaires

5 Minute Financial Health Check form About You Questionnaire


Become a ‘Super Employer’
Key person




Life can be a risky business!
Life is great – let’s keep it that way!
Retirement planning

Income options

Estate Planning

Individuals General Insurance
Aged Care

Partnerships and alliances

We are fortunate to be aligned with a number of reputable and professional organisations. We have no hesitation in recommending any of the following businesses to people.

• Accountants • Solicitor • Aged Care Facilitatior


Doug Sims
Senior Financial Planner
Tanya Pink
Client Service Officer


  • “I would like to thank Doug and the team at CPIS for assisting me with my superannuation.  He was always helpful and ensured that I got the results that I needed.  I have not hesitated to recommend Doug and CPIS to family and friends.” – Shyrl Harrison
  • “I have been with CPIS for some years now, in particular Doug Sims.  Doug has helped me in many ways with my finances and pensions and has always made himself available to me and answered all my inquiries courteously, politely and in plain englishthat I understand.  I feel that my finances could not be in more capable hands.” – Monica Burke
  • “I found my financial adviser, Doug Sims, to be a very approachable, always willing to listen to my concerns and answer all queries in regard to my portfolio.  His competent advice leads me to making decisions that I am comfortable with, especially during these volatile financial times.” – Lorraine McMahon



Yay! Message sent.
Error! Please validate your fields.

Disclosure Statement: Certified Planning & Insurance Services Ltd ABN 14 100 194 312 is a Corporate Authorised Representative of Madison Financial Group Pty Ltd ABN 36 002 459 001 (AFSL 246679). General Advice Warning: The information in this communication is provided for information purposes and is of a general nature only. It is not intended to be and does not constitute financial advice or any other advice. Further, the information is not based on your personal objectives, financial situation or needs. You are encouraged to consult a financial planner before making any decision as to how appropriate this information is to your objectives, financial situation and needs. Also, before making a decision, you should consider the relevant Product Disclosure Statement available from your financial planner. FSG | Disclaimer | Privacy © Copyright 2016. Certified Planning & Insurance Services Ltd. All Rights Reserved. Website by SHMarketing & Design.