Investment and financial planner. Specialist in Superannuation including Self Managed Funds (SMSF). Accredited Life Insurance Broker including expertise in Income Protection cover. As an Ethical Investment professional I am eager to listen and guide you through the ever complicated world of Ethical investing. ..This is no longer a matter of just avoiding say tobacco and coal producers as it can also be "working conditions" and many other aspects that one would take into account. Nor is it a trade -off that could mean lower returns.
Most people don't plan to fail they fail to plan!
Run managed our investments for two years before we used the money to purchase a house. We did not want to invest in unethical industries (such as fossil fuels), and he was accommodating and patient in navigating that. Run was always available to answer questions and had a warm and helpful communication style. We we very happy with the results and highly recommend his financial services.
Run is my adviser for the last 3 years. Always I receive Run's full care and attention, through Run's knowledge and experience he was able to explain to me all aspects and nuances of different types of insurances. Run listened to my needs and requirements and recommended the best fit package. There was never any pressure and I am very glad and feel very comfortable doing business with him. I have been very pleased with his help. I feel safe that I am in good hands.
Run has given me advice in regards to investing and my super fund. Run is very knowledgeable and ethical and explains things clearly. Run's knowledge is unique as has a global experience and outlook . I feel confident that the advice given suits my needs as Run is a good listener. I always receive Run's full care and attention when required .Would definitely recommend Runs services.
Run has been my superannuation advisor for over 20 years. He keeps me up to date on a regular cadence, and is responsive and knowledgeable, which in turn enables me to make informed decisions.
I generally find the world of finance and investments overwhelming but Run always makes me feel in control by offering balanced and comprehensive advice to equip me with the information I need to make sound decisions about my finances. All those I have referred to him are very happy I’ve made the introduction.
- Adviser status Bronze
- Number of reviews 26
- First year providing advice 1987
- Years of experience 36
- Advanced Diploma of Financial Planning
Equity Financial Services Australia Pty LtdLevel 1, Suite 1.03, 11 Queens Road
Melbourne, VIC 3004
- 9:00am – 5:00pm Monday – Friday
Equity Financial Services Australia Pty Ltd