Scott has provided professional advice for a number of years related to my managed super investments including the impact of my Commonwealth Superannuation on the transfer balance cap and the strategy for integrating my partner's superannuation investments including super splitting. Scott's advice has focused on the key issues and he explains the complex superannuation frameworks clearly and concisely with a view to having a straightforward action plan each year. Through Scott's knowledge and experience, I feel extremely confident that my retirement needs are being professionally planned with the investment risks managed within our agreed tolerances. I always receive the highest levels of attention and quality advice from Scott and I would highly recommend him to others.
Scott has been my adviser for many years and has always had my best interest as his first concern. His knowledge of all things financial is extensive. I would have no qualms recommending him as an adviser.
Scott has always given me confidence in the strategies chosen and has treated me in a highly professional manner whilst taking a personal interest in all aspects of life. He is extremely competent and follows up on all issues raised at all times. I value his opinion and personable approach. He has always ensured that my requests were handled efficiently and in good time.
Findex Advice Services Pty LtdLevel 42, 600 Bourke St
Melbourne, VIC 3000
- Adviser status Gold
- Number of reviews 3
- First year providing advice 2007
- Years of experience 16
- Master of Financial Planning
Findex Advice Services Pty Ltd
Financial Index Australia Pty Ltd