The Financial Planning Association of Australia The Financial Planning Association of Australia

Jacqueline Moelzer, AFP® ACS


Name Jacqueline Moelzer, AFP® ACS
Company CPS Private Wealth Management
Address Level 1
570 President Ave
Sutherland, NSW 2232
Phone 02 9906 3222
Website www.cpsprivatewealth.com.au

I have been in the financial services industry for over 15 years and have been a financial planner since 2012. I became a financial planner as throughout my experience working in the industry I could see how financial planning assisted and benefited clients throughout all stages of their lives to achieve their goals.
I specialise in Retirement, Aged Care, Investments and Centrelink. Aged Care is such a complex issue to navigate through and the decisions clients and their families are faced with can be quite overwhelming and often emotional. I enjoy relieving the burden for clients and their families from trying to understand the rules, current legislation and the many options based around aged care.

I ensure clients fully understand the impacts of the financial decisions they may make by providing a range of financial options and outcomes. Clients and their families can then make informed decisions about what they feel is the best option. It is now, more than ever important to plan ahead for this life event and I do this by incorporating future aged care considerations within retirement planning.

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