CMC Financial Planning

CMC Financial Planning is a financial advice practice located in Launceston, Tasmania. The practice has been serving its clients for over 30 years. Its founder, Chris McCausland, operated in the financial services industry since 1986. Andrew Doquile is CMC's Financial Planning Director and has been involved in CMC financial planning for the last ten years.

The business transitioned from CMC Consulting & Mentoring to CMC Financial Planning. Chris McCausland passed away in 2019. CMC Financial Planning is a Corporate Authorised Representative of The Advice Exchange Pty Ltd. The legal entity is Tassie Small Business Finance Pty Ltd trading as CMC Financial Planning. CMC specialises in holistic financial planning and provides advice on superannuation, wealth management, insurance and retirement.

Launceston clients of CMC Financial Planning describe a practice centred on plain-language advice and durable relationships. Andrew and Jess are named frequently, with their friendly and dedicated manner singled out across transitions to retirement, yearly portfolio reviews and explanations of superannuation and market behaviour. Reviewers frequently point to that guidance is clear, concise and pitched to individual circumstances, and that queries are fielded thoroughly. A point that comes up often is the regular contact maintained with clients, reassessing positions and managing risk as economic conditions shift.

The annual face-to-face meetings are prized for the complete picture they give of a portfolio and the chance to talk through adjustments. Long-standing clients note that even modest savings have grown considerably under the team's ongoing management, while newer clients value the fresh and reassuring way retirement planning is handled. Meeting times are described as adaptable and staff as consistently accommodating, with no request viewed as an imposition. The practice's work covers retirement planning, superannuation guidance and continuing portfolio management, and the readiness to demystify complex matters in everyday terms runs through the accounts.