cadtre financial consulting logo
Level 23, 25 Bligh Street
SYDNEY NSW 2000
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ABOUT US

CADTRE Financial Consulting at a Glance

CADTRE Consulting specialises in providing advice to small businesses and individuals. CADTRE acts as a Consulting CFO (Chief Financial Officer) and assists businesses and individuals to improve their Financial Position – both in the Short Term and for the Long Term. i.e. CADTRE helps people to generate and preserve their wealth and to look after and protect their families.
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CADTRE does this by using the 6 Pillars of Financial Success and Security:
  • ashflow – Harnessing Cashflow,
  • ssets – Building and preserving Assets
  • ebt – Controlling Debt,
  • ax – Minimising Tax,
  • isk – Utilising downside protection measures, and
  • state Plan – Implementing a tailored Succession Plan.
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CADTRE Consulting was established by Peter Gialouris in 2005. Peter is a Chartered Accountant (CA), a Chartered Secretary (FGIA FCIS), a Certified Financial Planner (CFP), a SMSF (Self Managed Super Fund) Specialist Advisor (SSA) and an Authorised Representative of Lifespan Financial Planning Pty Ltd.

Peter Gialouris, Senior Consultant, has over 25 years business and professional experience and has worked in the accounting profession, in commerce and in providing personal financial planning advice. He has qualifications in accounting, law, superannuation and financial planning.