As an Adviser my job is to meet with new and existing clients to discover their goals and objectives, I then create a comprehensive plan that covers all aspects of their lives which provides them with knowledge, quality advice and guidance to allow them to take control of their financial lives. I believe quality financial advice isn't a one off event, it is a long term relationship with someone trusted to ensure that people have guidance when things don't work out how they had envisioned.
As a young client with no knowledge, Glen has been nothing short of exceptional, his professionalism from the start, along with the quality in advice and not just telling me what to do but teaching me along the way, gives me confidence in his abilities. Would 100% recommend Glen to anyone.
Yes he was very good in all ways
Highly Recommend Glen, he is easy to talk to, always answers our questions honestly and promptly. He is very professional and he always aims to get the best results for his clients, while still respecting their wishes.
Could not fault him as an advisor. Very helpful and friendly.
Glen was able to really help me understand and break down the ways in which the strategies would allow me to achieve my goals. Throughout the entire process he was extremely approachable, supportive and was really just a great person. It is comforting knowing that I now have strategies in place to help me achieve my goals, both short and long term, with the ability to know that if things in my lifestyle change, that the strategies are able to be maintained.
- Adviser status Silver
- Number of reviews 8
- First year providing advice 2018
- Years of experience 5
- Bachelor of Commerce (Finance)
Finance ControlLighthouse Lane Shop 3DD, 145-149 King Street
Warrawong, NSW 2502
- 9:00am – 5:30pm Monday – Friday
- In person
- Video call
Lfc Group Pty Limited