Opus Financial Services Pty Ltd
Trading as Opus Financial Planning

Corporate Authorised Representatives of
Securitor Financial Group
ABN 48 009 189 495

Australian Financial Services
Licensee 240687
Level 2, 51 Pirie Street Adelaide
SA 5000

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Financial Planning

Our team of financial planners are in the business of giving advice aimed at meeting your needs. Meeting your needs means firstly establishing what it is that you want. To enable us to do this we ask you questions about your needs, dreams and goals, your current situation and then complete an analysis. The analysis will reveal what is important to you and enable us to make suitable recommendations.

We are accredited through Securitor to give advice on:

•    Financial Planning for Retirement
•    Pre Retirement Pensions
•    Transition options towards Retirement
•    Superannuation Contributions & Lump Sum Payments
•    Self Managed Superannuation (SMSF)
•    Rollovers and Super Consolidation
•    Tax effective saving through Salary Sacrifice
•    Lump Sum Investing
•    Making the most of your Redundancy
•    Allocated Pensions and Annuities
•    Social Security & Centrelink maximisation
•    Savings and Regular Investing
•    Reverse Mortgages
•    Managing Personal Risk
        •    Life Insurance
        •    Trauma Cover
        •    Income Protection
        •    Director and Shareholder Protection


Centrelink Liaison Service

Overwhelmed by the Regulations, the volume of forms and information required by Centrelink? Confused about what may be available to you and the best way to maximise your retirement entitlements?

We offer a unique service to assist you to manage your financial affairs in retirement.
As your appointed nominee, we will liaise with Centrelink on your behalf. This means that we are able to handle all of your Centrelink and Department of Veterans Affairs issues for you and ensure that you receive your correct entitlements. We help you determine your investment needs and provide access to a wide range of fund managers to place funds to your best advantage.  We take the hassle out of dealing with Centrelink.

We will provide the initial analysis of your entitlements, complete applications for benefits, attend face to face meetings at Centrelink to answer any questions they may have, deal with ongoing correspondence and liaise the regular updating of your records with the appropriate departments once you are established. This is an ongoing service.

Our administration team has been providing Centrelink Liaison to clients for the past 9 years and we are good at what we do. (Naturally clients on the Centrelink Liaison Service do have a responsibility to let us know if there is a change to their circumstances that should be passed on to Centrelink - we are pretty good but it needs to be a team effort... and we can point out the sorts of things that we need to know).

Today, more than ever it is difficult to be all things to all people so when clients have needs that are outside the scope of our financial planning expertise, we are happy to refer them to other professionals to ensure that their needs are catered for. Obviously Sam and his team at Opus Accounting can take care of your accounting and tax needs but we can also refer you to other professionals for;

·    Finance & Leasing
·    Car, Home and Business Insurance
·    Wills and Estate Planning Advice

Contact an Opus Chartered Accountants advisor today to find out more:
Phone: (08) 8447 2333 | Email: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Our Financial Planners

James Mansfield

James is an accountant (CPA) with a Diploma of Financial Services. He has spent over 50 years in the financial services industry having come from a corporate background. Since retiring from his executive role he moved into consulting and now enjoys bringing all these skills together to assist his clients in their personal financial direction. Not only does he see his role as creating wealth for his clients but he places great credence in planning for them to receive an income stream for life. 

His areas of specialty include Superannuation and Investment Planning, Transitioning to Retirement, Personal Insurance and Estate Planning. An area that he says that is overlooked is advice prior to Nursing Home admission. He is pleased to offer assistance to clients of all ages; from the simplest of requests to a full review. There is nothing more satisfying he say than producing a well-researched report and seeing the satisfaction on the face of his client.

James is an Authorised Representative of the Securitor Financial Group and has the authority to give strategic advice about consumer credit and consumer credit referrals.

Michael McCabe

Michael has the Diploma of Financial Planning, is a Certified Financial Planner (CFP) and member of the Financial Planning Association of Australia and has over 30 years experience in the financial services industry.

Prior to becoming a financial planner in 1995, Michael had a successful corporate career with National Mutual / T&G, including roles in Administration and Retail Financial Services, and a period as the State Manger for National Mutual Financial Planning.

Michael's areas of specialisation are Retirement & Investment Planning and his extensive financial services background and Centrelink knowledge enables him to craft good outcomes for our clients. Michael provides advice to people wanting to save for retirement ensuring that they have access to tax effective strategies to maximise savings and therefore potential returns.Michael plays a key role in giving advice to clients at Opus

Away from the Office, Michael's family keeps him busy, (with netball, soccer and cricket just a few of the McCabe family sporting endeavours) as well he is an avid V8 Supercar fan. Michael survives well down at the Port (unfortunately sometimes thrives(!)) even though he is a fan of the Adelaide Football Club.

Michael is an Authorised Representative of the Securitor Financial Group.

Robert Steventon

Robert has been in the financial services industry since 1988 when he joined the Executor Trustee as an 18 year old and since then has had a variety of roles with fund managers and service providers.

He has worked in administrative capacities as well providing technical backup and support to the Financial Planners of those organisations.

Robert has worked in a variety of administrative and technical roles in financial planning businesses.

Today Robert is a Financial Planner holding Certified Financial Planner (CFP) status and membership of the Financial Planning Association of Australia. He provides advice designed to help our clients reach their individual goals and financial potentials. That may mean helping them plan for a comfortable retirement, investing for events along the way, or protecting families and businesses by making sure that funds are available in the case of unforseen circumstances such as illness, accident or death.

His broad knowledge of financial strategy enables Robert to give quality advice, assisting people to invest wisely and make the most of what they have. It is the same broad knowledge and experience that enables Robert to compliment the services and advice provided by our other Planners.
Robert is married with one child and enjoys keeping fit through running and cycling.

Robert is also an Authorised Representative of Securitor Financial Group.

General Advice Warning and Disclosure
Any investment information and general advice ("advice") displayed or given on this website does not take into account any person's personal objectives, financial situation or needs and, because of that, you should, before acting on the advice, consider whether the advice is appropriate for you, having regard to these factors.