CA Financial Services Group
- Company typePrivate
- Founded1983
- HeadquartersNorth Sydney, Australia
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
CA Financial Services Group firmographics
Firmographics- Name
- CA Financial Services Group
- Legal name
- CA Financial Services Group Pty Ltd
- Website
- https://cafsg.com.au
- Company type
- Private
- Founded year
- 1983
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
CA Financial Services Group industry classification
Industry- Product category
- Financial Advisory and Wealth Management Services
- NAICS
- Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)
- SIC
- Investment Advice (6282), Loan Brokers (6163)
- akta.pro primary industry
- Comprehensive Financial Planning (FSAEAAAA)
- akta.pro secondary industry
- Financial Planning–Led RIAs (FSAAACAB)
Keywords
Where CA Financial Services Group is headquartered
LocationHeadquarters
- HQ city
- North Sydney
- HQ country
- Australia
- HQ region
- Oceania
Offices1 record
Markets served
CA Financial Services Group business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Financial Planning & Advisory Services: The firm generates revenue through fees and commissions for financial planning advice, including superannuation & retirement planning, personal insurance, mortgage & home loans, investment strategies, estate planning, and budgeting & tax planning. Revenue is derived from a combination of fixed advice fees, ongoing service fees, and product-based commissions from financial product providers.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Complimentary initial consultation followed by fee-for-service or commission-based financial advice. |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels4 records
CA Financial Services Group product offering
Product offeringCore offering
CA Financial Services Group delivers integrated personal financial planning and wealth management advice to individuals and families, covering mortgages and home loans, superannuation and retirement planning, personal insurance, investment strategies, estate planning, and budgeting and taxation. The firm also operates a Corporate Employee Benefits division offering group insurance, private health insurance, superannuation and financial wellness, and member engagement programs to Australian employers. All services are delivered under a Corporate Authorised Representative arrangement with Infocus Securities Australia Pty Ltd.
Product overview
CA Financial Services Group offers a unified financial advice and wealth management service built around 'Your Plan' — a comprehensive personal financial planning framework. The personal advice arm covers seven core service areas: Mortgages & Home Loans (debt management), Superannuation & Retirement Planning, Personal Insurance, Investment Strategies, Estate Planning, and Budgeting & Taxation. On the corporate side, CA provides an Employee Benefits program built on four pillars — Group Insurance, Private Health Insurance, Superannuation & Financial Wellness, and Member Engagement & Wellness Programs — supplemented by additional trusted partner services including Novated Car Leases and Employee Assistance Programs. The firm also provides clients with a self-service Client Portal powered by PlatformPlus. All services are delivered under the corporate authorized representative structure of Infocus Securities Australia Pty Ltd.
Differentiator
Problem solved
Functional benefit
Products and services
- Your Plan (Personal Advice)
Companies that use CA Financial Services Group
Customer profileNamed customers8 records
Segments2 records
Ideal customer profiles2 records
CA Financial Services Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
CA Financial Services Group partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Infocus Securities Australia Pty LtdcoreCA Financial Services Group Pty Ltd (ABN 94 003 100 301, Corporate Authorised Representative No. 248313) operates as a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd (ABN 47 097 797 049, AFSL & ACL 236523). Infocus provides the AFSL licence, compliance oversight, FSG documentation, privacy policy, and complaints handling framework under which CA delivers its financial services.
- Asinta Global PartnershipcoreMark Rapley, Partner at CA Financial Services Group, leads the Employee Benefits division and has established CA as a key partner in the Asinta Global Partnership, which enables CA to offer employee benefits consulting services internationally and provides a distinctive competitive proposition in the Australian market.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
CA Financial Services Group competitors and assessment
Company assessmentBroad incumbents
- Australian Unity Personal Financial Services: Australian mutual offering financial advice, superannuation, and investments to individuals and businesses. Comparable integrated advice offering with mutual ownership structure and similar corporate employee benefits capability.
- Shadforth Financial Group: Larger Australian financial advisory and wealth management firm owned by IOOF/Insignia Financial. Offers overlapping financial planning, superannuation, and investment services at greater scale with a national adviser network.
- Count Financial: Australian financial advice network (now part of Count Limited) providing financial planning, accounting, and wealth services to individuals and SMEs. Overlaps with CA's integrated personal advice offering at greater scale and broader geographic footprint.
- AMP Financial Planning: Australia's largest financial advice network and one of CA's largest competitive threats. Offers superannuation, investments, insurance, and financial planning through a national adviser network and corporate employer programs.
Direct peers
- Sequoia Financial Group: Australian wealth management and financial advice firm offering holistic financial planning, superannuation, and investment services. Comparable in integrated advice model and similar target customer segments (individuals, families, professionals).
- Morgans Financial: Full-service Australian financial services firm offering wealth management, financial planning, and stockbroking across an integrated advice model. Comparable in providing comprehensive personal financial advice with an established national adviser network.
- Lifespan Financial Planning: Australian integrated financial planning practice offering retirement, superannuation, insurance, and investment advice to individuals and families. Highly comparable mid-sized Australian advisory firm with similar integrated offering and multi-adviser team model.
- Dover Financial Advisors: Mid-sized Australian financial advisory firm providing comprehensive personal advice including superannuation, insurance, investments, and estate planning. Closely comparable in scope, customer base, and integrated 'holistic advice' positioning.
- Infocus Securities Australia: AFSL holder and parent/partner of CA Financial Services Group, providing compliance, licensing, and FSG documentation. Operates a similar wealth management and financial planning model through its own authorised representative network, making it the closest functional peer.
Regional players
- Blysma Wealth (or comparable regional integrated advisory): Smaller integrated Australian wealth advisory firms of comparable size to CA operating with multi-adviser teams, holistic planning offerings, and similar target customer segments (individuals, families, and SME clients).
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks7 records
Key highlights7 records
Customer concentration
CA Financial Services Group social profiles
Digital presenceCA Financial Services Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
CA Financial Services Group leadership team
Management profileNumber of profiles
Profiles18 records
CA Financial Services Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CA Financial Services Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about CA Financial Services Group
What does CA Financial Services Group do?
CA Financial Services Group delivers integrated personal financial planning and wealth management advice to individuals and families, covering mortgages and home loans, superannuation and retirement planning, personal insurance, investment strategies, estate planning, and budgeting and taxation. The firm also operates a Corporate Employee Benefits division offering group insurance, private health insurance, superannuation and financial wellness, and member engagement programs to Australian employers. All services are delivered under a Corporate Authorised Representative arrangement with Infocus Securities Australia Pty Ltd.
Is CA Financial Services Group a public or private company?
CA Financial Services Group is a private company. It is classified as family owned and is currently operating.
When was CA Financial Services Group founded?
CA Financial Services Group was founded in 1983. It employs 11 to 50 people.
Where is CA Financial Services Group based?
CA Financial Services Group is headquartered in North Sydney, Australia, in the Oceania region.
How does CA Financial Services Group make money?
One revenue line is on record: financial Planning & Advisory Services.
Who are CA Financial Services Group's main competitors?
Broad incumbents on record are Australian Unity Personal Financial Services, Shadforth Financial Group, Count Financial and AMP Financial Planning. Direct peers are Sequoia Financial Group, Morgans Financial, Lifespan Financial Planning, Dover Financial Advisors and Infocus Securities Australia. Blysma Wealth (or comparable regional integrated advisory) is listed as a regional player.
Does CA Financial Services Group have an API?
No public API is recorded for CA Financial Services Group.
What industry is CA Financial Services Group in?
CA Financial Services Group's product category is Financial Advisory and Wealth Management Services. Its primary akta.pro industry code is FSAEAAAA, Comprehensive Financial Planning, with a secondary code of FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 523940 and its SIC code is 6282.