Derwood became my financial adviser when Australian Unity bought out Bridgeport, my previous advisers. He has handled the takeover very well and has ensured that I understand the procedures. I have great confidence that Derwood is acting very well on my behalf, and I enjoy our talks.
Always given good advice and gives me confidence in my super portfolio.
Derwood has given me advice and guidance in areas including superannuation, retirement and pension. Derwood has always explained our investments in a simple, easy to understand language. Derwood also keeps us notified of the market situation and I am very comfortable and fully trust Derwood's decisions and guidance relating to my portfolio.
Derwood has given me advice on superannuation and income streams. He has always explained things so that I have a clear understanding. I value his knowledge and experience.
Derwood is very easy to talk too
Crofts Financial ServicesSuite 203, Level 2, 5 Blue St
North Sydney, NSW 2060
- 7:00am – 7:00pm Monday – Friday
- Adviser status Platinum
- Number of reviews 39
- First year providing advice 2011
- Years of experience 12
- Graduate Diploma of Financial Planning (Advanced)
Initial advice fees and preparation of an advice document are based on the complexity of the advice provided. Ongoing advice fees are based on the complexity of strategies, the expected level of service required, as well as the value we can add.
Australian Unity Personal Financial Services Ltd