Nothing delights us more than helping our client’s dreams become a reality.
We are an independent financial planning firm that is not aligned or beholden to any financial institution; therefore you can trust that the advice we provide is unbiased and specifically for you and your needs.
All advisers at CY Financial advice are certified independent. Only advisers who have satisfied the most stringent standard of independence in the profession are certified independent.
Chris Young
B.Com, GDipAppFin, Dip.FS (Fin. Planning), MCIFAA
Director
Chris Young is an experienced Australian Financial Adviser and the founder of CY Financial Advice. With a passion for helping clients achieve their financial goals, Chris has dedicated his career to providing personalized financial planning services to individuals and families.
In addition to his work at CY Financial Advice, Chris is also a founding member and the current President of CIFAA - the Certified Independent Financial Advisers Association. As a leader in the financial planning industry, Chris is committed to advancing the profession and advocating for the highest standards of ethics and professionalism.
In his free time, Chris enjoys spending time with his family, including his three children, and pursuing his passion for rock climbing. When he's not helping clients plan for their financial future, you can often find Chris scaling cliffs or exploring new hiking trails with his loved ones.
Brad Clarke
BCom (Finance), Adv Dip FS (Fin Planning), MCIFAA
Financial Planner
Brad has a Bachelor of Commerce (Finance) and an Advanced Diploma in Financial Services (Financial Planning).
Brad joined CY Financial Advice as a Senior Adviser in 2020, having previously worked as a Stock Broker and Wealth Manager for 15 years. Brad specializes in Superannuation, Retirement Planning and Investment Advice.
When he is not working, Brad enjoys family holidays and snow skiing (when he can get the opportunity) and relaxing by his pool.
Sam Graham
BCom, DipFP, MCIFAA
Financial Planner
Sam started in the financial planning industry back in 2016 after completing a Bachelor of Commerce and his Diploma of Financial Planning. His passion for helping people make better financial decisions led to him first becoming a Financial Adviser in 2018. From here, he has worked with a people from diverse backgrounds including mums and dads, business owners, high net worth individuals and retirees.
He enjoys building strong relationships with his clients and has a keen interest in wealth creation, retirement planning strategies and investment markets.
Outside of work, Sam enjoys DIY projects around the house with his partner, playing footy when his body is able and catching up with mates.
Monique Besabella
Paraplanner
Monique (Niq) is responsible for preparing personalised advice documents and projections for the CY Advice Team.
As an art lover, she spends her free time with traditional painting. She considers this hobby as a great avenue to unwind and take a break from life's hustle and bustle. Other than this, she also takes a keen interest in volunteerism to help out the community even by the littlest means.
Diana Casella
Office Administrator
Diana’s journey in the finance Industry began in the National Australia Bank where she worked in the Treasury area for 14 years before leaving to start a family. Soon after returning to the workforce, she joined CY Financial Advice in 2018. She is responsible for the smooth implementation and administration of client transactions. She enjoys working for CY Financial Advice as she gets a huge sense of achievement in playing a role within a firm which helps clients achieve happiness and their lifestyle goals.
When she is away from work she is kept busy as a mother of 2 daughters , one who has recently graduated from University and one who has just begun the ATAR journey. Coming from an Italian background she enjoys spending time with my family and especially loves Italian food, with her favourite dish being her Mum’s Lasagna.
Tristan Mabag
Administration Assistant
Tristan (also known as TJ) is responsible for providing administration support to the CY Team. His role consists of preparing forms, implementing advice, maintaining client data and assisting with product research.
TJ is a friendly, funny, and sociable person who loves to make people laugh. He enjoys playing basketball and tennis, as well as being a music enthusiast who can play the guitar and piano. TJ's biggest idol is Batman, as he admires the character's dedication to justice. He lives life to the fullest, always seeking new adventures and experiences, from trying new restaurants to composing music.
TJ is a lively individual who brings joy to others through his humour, love of sports, and passion for music.
