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CSF Private Wealth

CSF Private Wealth

4.9(318 reviews)See reviews ↓·Gold Coast

About the company

Dominic O'Regan is the Founder and CEO of CSF Private Wealth and is a Senior Associate of FINSIA, the Financial Services Institute of Australasia. In 2024, Dominic O'Regan was appointed an Adviser Member of the Association of Independent Financial Professionals. CSF Private Wealth has a strategic partnership with Quilla Consulting for investment management.

Michele Santangelo is a Senior Investment Consultant at Quilla Consulting and serves on CSF's Investment Committee; she has over 19 years of experience in investment management, holds a Bachelor of Commerce (BCom) Economics and Econometrics, a Bachelor of Commerce (BCom) Honours Investment Management, and a Master of Commerce (MCom) Finance, and is a Chartered Alternative Investment Analyst (CAIA). CSF Private Wealth started in Queensland and now services clients across Australia, with head office on the Gold Coast. CSF Private Wealth provides financial advice to everyday Australians and offers an obligation-free statement of advice before clients commit.

What customers say

Based on genuine customer reviews

Operating out of Mermaid Beach, Queensland, CSF Private Wealth is a financial planning practice, and has built up 318 reviews with a 4.9 average rating. The listing places it within the directory's financial planning practice category. The review count suggests an established, ongoing practice rather than a recent listing.

Financial consultant

Reviews

Reviews are taken from publicly available sources.

SC
Sime Cee11 March 2026

Dealing with Clear Sky Financial has been super easy, barely an inconvenience - everything worked seamlessly. If you get a chance, ask for Britt - she's great!

BG
Ben Griffin (Griffo)5 January 2026

Tess is fantastic to deal with. Explained everything in detail. Highly recommend

KS
Kerwyn Sobrevilla26 November 2025

Shelbie is truly a pleasure to speak with. She is easy to talk to, very polite, and makes every interaction feel comfortable and professional. I appreciate her approachable attitude. Highly recommended!

KM
Karena Martin4 November 2025

My experience with Clear Sky Financial (Natalie and Meg) has been outstanding from the very beginning. I can’t thank the team enough for their time and patience in helping me set up my superannuation and insurance. I’d highly recommend Clear Sky Financial to anyone looking for professional and supportive financial guidance.

KT
Kevin T Chau31 October 2025

Kaelum’s been a real standout—easy to talk to, quick to respond, and genuinely helpful every step of the way. You can tell he cares about getting things right and making the process smooth. Great service from a great guy.

RM
Raul Meza31 October 2025

Fantastic customer service culture! I was super fortunate to have Kaelum deal with my onboarding, I was about to start a 2 month trip and he was the most patient and put up with me rescheduling calls for two months. Crystal clear explanations and made me feel well taken care of from the very beginning. Highly recommend Clear Sky Financial!

SP
Sally Palmer29 September 2025

I have recently become a client of Clear sky financial for my Super. I find Super confusing and daunting but the team at Clear sky went above and beyond to answer any questions and to ensure that i had a clear understanding of what they were talking about, what they recommended and lastly what I signed up for. No question was too small for them and they always made me feel comfortable, giving me plenty of time to digest the info and read through things prior to signing. I dealt with Brittany, Tess and Damien and they all showed me they had my best interests at heart. I really enjoyed talking with Britt and Tess and have no hesitation in recommending anyone talk to them, they are knowledgeable and explain things in a way I could understand. Obviously with Super there is no crystal ball and anything you jump into is a risk, so at this stage I can't speak for the accuracy of their recommendations but I feel I am in good hands. Thanks to Britt and Tess in particular but also the rest of the team for looking after me.

Financial advisers & planners in Gold Coast compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Gold Coast are compared.

RankProviderRatingReviewsOpen Sat.
1Toro Wealth Financial Advice★ 5,0329No
2True Wealth★ 5,0245No
3Coast Financial Planning★ 5,076No
4Medina Johnson★ 5,064No
5My Wealth Solutions - Financial Advisors & Planners★ 5,050No
12CSF Private Wealth (this page)★ 4,9318No
Contact
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–17:00
SaturdayClosed
SundayClosed