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Recent comments from customers to advisers

Recent comments from customers to advisers

  • Johnny Ly

    To: Johnny Ly
    From: Kevin

    "Thorough and knowledgeable, always considers individual circumstances and provides advice accordingly."

  • Matthew Woolford

    To: Matthew Woolford
    From: Tony

    "Very knowledgeable, very professional"

  • Billy Amiridis

    To: Billy Amiridis
    From: Natalia

    "Billy is amazing to work with, always has a positive attitude and willingness to help. I feel safe, secure and comfortable with my finical future because of him."

  • Matthew Woolford

    To: Matthew Woolford
    From: David

    "Matt has been very thorough and clear on his advise with a very friendly approach"

  • Stephen Coniglione

    To: Stephen Coniglione
    From: Paul and Elizabeth

    "Very happy with Stephen’s advice and responsiveness"

  • Stuart Bates

    To: Stuart Bates
    From: James

    "I find Stuart knows his profession very well. I would assume that his pers would know he is a great asett to his company and profession I have dealt with other advisors who do not seem to have the ..."

  • Stuart Bates

    To: Stuart Bates
    From: Gerard

    "Stuart has been our trusted Advisor for many years and without his knowledge and expertise in ' all things' financial' we would definitely not be in the financial position we happily are now. He is s..."

  • Andrew Moody

    To: Andrew Moody
    From: Rene

    "We feel very comfortable with Andrew as he is excellent in providing us the best advice to suit our situation. Andrew always provides various options to consider before deciding on the right one for u..."

  • Hamish Pearce

    To: Hamish Pearce
    From: Angela

    "Hamish provides a high level of service at all times and has always given us the best advice when it comes to our financial porfolios."

  • Phillip Thompson

    To: Phil Thompson
    From: Chris

    "After providing information to Phil before our initial meeting, we found him very well-prepared at the time of the meeting. We came away feeling much more confident about our financial future and have..."

  • John O'brien

    To: John O'brien
    From: Dianne

    "My husband and I first went to see John about 13 years ago, we had just retired. Since then we have nothing but praise for him, he did offer some advice, I refused, this cost us a small fortune. His ..."

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