After working for IBM for nearly 10 years in multiple different roles I decided it was time for a career change, a change to something I enjoyed and could really see myself doing for the long term. I have always helped family and friends with financial decisions and wanted to try and find a career doing the same for other people.
This is when I completed the diploma of Financial Planning in 2015 and the advanced diploma in 2016. In the same year as completing my advanced diploma I started as a Client Service Manager and quickly moved into a Para planning/associate adviser role. In 2018 I was officially made a Financial Planner and continued my education, completing the Graduate Certificate and Graduate Diploma of Financial planning by 2021.
Arlan was very easy to talk to, and spoke in layman's terms without industry jargon. He communicates very well.
Arlan has provided me with in-depth sound financial advice for the last 5 years. I find him very approachable and he is always available to answer any questions, which he presents in an easy-to-understand format.
Arlan was very attentive and knowledgeable in regards to the insurance that suited our situation but also listened to my concerns and preferences and acted according to my wishes. He communicated regularly so I know exactly what was going on. I would definitely recommend Arlan and would have no hesitation in working with him again in the future.
Arlan was a great help in setting up our insurances and superannuation. His communication is fantastic and he always made sure to keep us informed every step of the way. He answered any questions we had and spent the time to explain things in a way we could understand. Would definitely recommend his services to others.
Arlan is friendly and thoughtful, knowing I’m going through a tough time with my separation. Whenever I ask for help, he responds immediately. I was surprised he replied over the weekend telling me to relax and that he’ll look into it on Monday, and then I had an email on Monday to ease my mind. Great job Arlan, and thank you.
- Adviser status Platinum
- Number of reviews 16
- First year providing advice 2018
- Years of experience 5
- Graduate Diploma of Financial Planning
BW Private Wealth616 Sturt St
Ballarat Central, VIC 3350
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Consultum Financial Advisers Pty Ltd