Caboodle FS steps up to raise funds to fight hunger & homelessness (and potentially challenge the instos)

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The kitchen and cooking skills of the country’s top business leaders will be put on show at the annual OzHarvest CEO CookOff in Sydney on 7 March. Sydney-based financial planning firm Caboodle Financial Services’ co-founder, Peita Diamantidis, will be donning an apron and putting on oven mitts to team up with Australia’s top chefs to

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Caboodle launches radical new succession solution for advisers

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Leading financial planning firm Caboodle Financial Services has launched the Caboodle Masters Network – an innovative and compelling succession solution designed to maximise the price principals can achieve for their business while removing the stress and uncertainty typically involved in a sales transaction. The Caboodle Masters Network was developed by financial planner Peita Diamantidis and

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Advice group in fight to boost financial literacy



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A leading financial planning firm has joined the Australian government in the fight to boost the financial literacy of Australians, as the Australian Securities and Investments Commission prepares to release the government’s National Financial Literacy Strategy for 2014-17. Sydney-based financial planning firm Caboodle Financial Services has developed a range of educational tools which will be

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