02 9089 1400

Financial Services Team


Stephen Moss
Director of Financial Services
CFP, BA, GDipAppFinInv, DipFP, JP

What making a difference means to me:

"Being reliable and always doing what we say we will do. We specialise in relieving clients of the burden and complexity of managing their finances, allowing them to get on with what's important to them.

I've been a Financial Planner for over 20 years and have over 30 years experience in the Financial Services Industry, including extensive time in large International and Australian Financial Institutions.

My role includes using my extensive experience in financial planning strategies and markets to advise individuals, companies and SMSF's and guide them through the 'financial minefield' so they have the confidence and peace of mind to achieve their goals and get what they want out of life."


 

Christifie Goldberg
Financial Services Administrator
Currently obtaining DipFP

What making a difference means to me:

"Taking pride in delivering client service excellence by providing high-level support and administration.

During my 17 years' experience in the Financial Services Industry, including 8 years as a Financial Services Administrator, I've held various roles with NAB such as Branch Manager, Regional Executive Assistant and Financial Planners Assistant, before joining Stephen Moss at Crofts Financial Services in 2014.

Working alongside Stephen Moss for over 7 years, we have developed into a solid team. We both value the relationships we have with our clients, and see the importance in taking the time to understand their needs and aspirations. Together, we go above and beyond to successfully help our clients reach their financial goals."

Partners in your success, providing practical, valuable recommendations and support that help you and your business prosper and grow.

Find out more about Crofts

Client Tools
Access a wide range of calculators, fact sheets, and links to useful websites to keep you up-to-date on the best ways to deliver your goals.
Contact Us
The quality of the relationship with our clients is what drives us to provide our best. Whether you need a simple answer or a more detailed response, we’ll be there for you.