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Recent comments from customers to advisers

Recent comments from customers to advisers

  • Michael Sauer

    To: Michael Sauer
    From: Jennifer

    "Michael was very helpful and his advice was invaluable at a time when I needed help & support for a difficult situation. Michael was there for me during and after my financial crisis for which I am ..."

  • Brent Cerutti

    To: Brent Cerutti
    From: Kiara

    "Brent has given all aspects of our finances, including but not limited to super, insurance and investments a health check. He has taken the stress out of comparing super funds and negotiating insuranc..."

  • Chris Black

    To: Chris Black
    From: roger

    "Chris Black is a financial adviser who is truly interested in our needs, circumstances and goals. A strong attribute of Chris was the way he took the time to get a feeling for the position we were pre..."

  • David Woolford

    To: David Woolford
    From: Donald

    "Excellent adviser explains options which are easily understood"

  • Mei Wong

    To: Mei Wong
    From: Patricia

    "She is smart elegent and caring for the customer and friendly nature ."

  • Marsel Popov

    To: Marsel Popov
    From: Judith

    "Marsel has been very helpful"

  • Maciej Stanek

    To: Maciej Stanek
    From: Nicholas

    "Maciej is a capable and friendly adviser, he is happy to give broad advice but then listens to specifically what I want and tailors his guidance to that. In my meetings with him I have been impressed ..."

  • Marsel Popov

    To: Marsel Popov
    From: Albano

    "It has been a pleasure to receive financial advise from Marsell. He has demonstrated to be a very competent Adviser. Always on time and prompt to help. I would recommend his advise to anyone"

  • Brent Cerutti

    To: Brent Cerutti
    From: Glen

    "Brent is proactive and always ready to give me helpful advice to ensure goals are being achieved."

  • David Nelson

    To: David Nelson
    From: Toby and Liz

    "I can't thank David and his team enough for all the amazing advice and support we have been given throughout the time we started seeing them. We are so grateful and thrilled to have achieved our goals..."

  • Jordan Ryan

    To: Jordan Ryan
    From: Paul

    "Jordan was extremely knowledgeable and helpful in the insurance needs of both my wife and myself."

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