3 Reviews

Jim Mannion

Sandringham Wealth Pty Ltd

Gold

15 Yrs Experience

Charlestown, NSW 2290

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5.00 June 2019

Jonathon has given my husband and myself advice on retirement. His explanations and use of graphics has ensured that we understand what he is offering. He asks questions to make sure we understand, and does not proceed until he is sure we do, He always listens to our concerns, answers all our questions and understands us and what our needs are. He does not recommend or try to push us into anything that is not in our best interest. He has helped to overcome some concerns with my step to retirement and I also know that if I have any going forward I only have to pick up the phone and he is there to help me. I highly recommend him to all I speak to

5.00 April 2019

Jonathon has given me advice in areas including overall financial plan, insurances, budgeting, cashflow and managing debt. Jonathon was always able to explain things to me in a clear way. Through Jonathon's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Jonathon's full care and attention when I needed it.'

5.00 April 2019

Jonathon has given me advice in how I can retire early. Jonathon was always able to explain things to me in a clear way. Through Jonathon's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Jonathon's full care and attention when I needed it.

Sandringham Wealth Pty Ltd

Suite 5, 3 Hopetoun St
Charlestown, NSW 2290

9:00am – 3:00pm Friday
9:00am – 5:00pm Monday – Thursday

Adviser status Gold
Rating 5.00
Number of reviews 3
First year providing advice 2008
Years of experience 15
Highest qualification
- Certified Financial Planner (CFP)
Language spoken
- English

Redundancy

Crown Wealth Group

AFSL 494274

Jim Mannion

Sandringham Wealth Pty Ltd

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