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Recent comments from customers to advisers

Recent comments from customers to advisers

  • Simon Little

    To: Simon Little
    From: Jay

    "I had ABSOLUTELY no idea what insurance I needed for myself to be covered in my new business... Simon's helped me work it out and organised everything as easy and cost effective as possible. Thanks fo..."

  • John Mathiopoulos

    To: John Mathiopoulos
    From: michael

    "I am a new Client but he is very Thorough so far , I am excited about the future advice"

  • Aaron Trombetta

    To: Aaron Trombetta
    From: Rebecca

    "Aaron has given me complete peace of mind for my financial future. He is extremely professional and prompt at answering all my questions. I feel very fortunate to have his advice and confident about m..."

  • Timothy Ford

    To: Tim Ford
    From: Chris

    "Tim has provided excellent advice in a range of circumstances and contingencies, some expected and some unexpected."

  • Stillianos Konstantinou

    To: Steve Konstantinou
    From: Mark

    "Steve and I have a good working relationship and good communication and understanding. Mark PNG."

  • Stillianos Konstantinou

    To: Steve Konstantinou
    From: Elias

    "great advice from a trusted professional"

  • Stephen Coniglione

    To: Stephen Coniglione
    From: Alan

    "Stephen was very helpful in preparing a strategy for us to obtain a secure and steady income from our financial investment. Stephen was also very persuasive with his arguments for us to set up a sel..."

  • Craig Beck

    To: Craig Beck
    From: Mark

    "Craig has been my advisor for a long period of time and I have no reason to sever this relationship. To begin with, Craig works had to ensure that he fully understands your needs - both current and f..."

  • Ryan Porter

    To: Ryan Porter
    From: Tess

    "Ryan goes above and beyond for his clients. He is exceptionally proactive and very organised when we meet. The thing I like most about working with Ryan though is his personable approach. He is never..."

  • Simone Richardson

    To: Simone Richardson
    From: Sheila

    "Simone always provides relevant information and advice to enable me to consider my options for either savings, lifestyle pursuits or retirement. The annual review ensures that my goals are still bein..."

  • Catherine Fryer

    To: Cathy Fryer
    From: Gwendolyn

    "Gwen, 2208 I have worked with Cathy as my adviser for 12 years now and have the utmost admiration for her ability and integrity. She is very up-to-date and knowledgeable in any areas in which I need..."

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