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Recent comments from customers to advisers

Recent comments from customers to advisers

  • Daniel Twentyman

    To: Daniel Twentyman
    From: Jeremy

    "Ethics and client focused are what come to mind when dealing with Dan. Really get the feeling that he is actually looking out for my best interests and not just trying to make a buck."

  • Chris Brown

    To: Chris Brown
    From: Jill

    "Chris has looked after my retirement income for some years now. I find him capable, easy to deal with and very approachable."

  • Jenny Louwrens

    To: Jenny Louwrens
    From: Nadia

    "We are so happy that we found Jenny. She was just amazing through the whole process with us . She chose the best Policy Company for us. She also went out of her way to visit us personally at home alth..."

  • John Versace

    To: John Versace
    From: Susan

    "Excellent service. Always available to assist in my financial circumstances."

  • Joseph Lanteri

    To: Joseph Lanteri
    From: John

    "I have been Joseph Lanteri's client for many years now and always valued and appreciated his sound advice. He is well considered and communicates information in a simple and meaningful way. He knowled..."

  • Tony Lu

    To: Tony Lu
    From: Jeff

    "I look forward to catching up with Tony. After every meeting I have a better understanding of my financial situation and he always has good news."

  • Robert Warry

    To: Robert Warry
    From: Tom

    "Robert is a gentleman and an extremely able person in his field. He has helped guide my family and I over the years and I have the utmost confidence in his logic and approach to managing finances and ..."

  • Darren Johns

    To: Darren Johns
    From: Lionel

    "Generally will make himself readily available to discuss SMSF matters, progress and strategy. Will review performance and suggest and discuss possible beneficial changes to portfolio. All greatly app..."

  • Joseph Lanteri

    To: Joseph Lanteri
    From: Wayne

    "Joseph is a wonderful young man who displays integrity and balance in his work with clients. His engaging presence is balanced by knowledge and diligence. He inspires confidence and is always gracious..."

  • Adam Woodhouse

    To: Adam Woodhouse
    From: Ryan

    "Fantastic to work with. Clear communication. Very organised. Reliable service."

  • Adam Woodhouse

    To: Adam Woodhouse
    From: Karen

    "We are sorry we didn't see Adam years ago to help manage our finances. We are very happy with his service, nothing is ever too much trouble and would not hesitate in recommending him. He doesn't charg..."

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