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Recent comments from customers to advisers

Recent comments from customers to advisers

  • To: Mark Prior
    From: Michael

    "Mark has looked afer my finanical affairs for some time. I have found him to be professional and will to consider all options before his gives me advice relevant to my circumstances."

  • To: Paul Giordano
    From: Greg

    "We have worked with Paul for a number of years. Through the various professional tools at his disposal and an understanding of the many investment options he has been a great assitance in structuring ..."

  • To: Judy Power
    From: craig

    "Excellent service and understanding of my families situation allows Judy to provide relevant and valuable advice. Judys team are also fantastic"

  • To: Yosha Steeghs
    From: Elissa

    "Feel very comfortable with Yoshas advice"

  • To: Yosha Steeghs
    From: Simon

    "Yosha has been fantastic at understanding our needs and tailoring investment strategies to complement our lifestyle and future plans"

  • To: Sam Wallis-Smith
    From: Minas

    "My wife and I are extremely pleased with the advice that Sam and his advisors have given us over the past few years that we have been his clients. We are both confident that based on this advice our f..."

  • To: Andrew McPherson
    From: Brian

    "Andrew is punctual, courteous, positive in response, understands his clients position and advises positively to my needs."

  • To: Patrick Hancock
    From: Peter

    "I like what Patrick has done for me with my Super. I feel more comfortable now this has been sorted out for me."

  • To: Gary Winwood-Smith
    From: Tania

    "The most valuable part of Gary's advice has been debt management and not being significantly out of pocket when the bills come. Yay!"

  • To: David Nelson
    From: Brad

    "David is an incredibly open adviser who has always helped guide us"

  • To: David Kennedy
    From: Christine

    "David Kennedy is a wonderful financial adviser, utterly professional, attentive and respectful. He is very knowledgeable and wise in assiting me to make the most of my financial situation."

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