Morris Winestone

Winestone & Associates Pty Ltd

Gold
17 Yrs Experience
Cheltenham, VIC 3192
Winestone & Associates offer leading risk management solutions for businesses, families and individuals, covering: Life Insurance Total & Permanent Disability Insurance (TPD) Trauma Insurance Income Protection Insurance Buy/Sell Insurance KeyPerson Protection We tailor our plans, taking into account your individual needs and circumstances to ensure you’re looked after when you need it most.

Expertise

  • Insurance Protection
  • Cashflow & Income
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 6
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualification
    • Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Winestone & Associates Pty Ltd

Suite 4, 1253 Nepean Hwy
Cheltenham, VIC 3192

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Affinia Financial Advisers Ltd

AFSL 237857

5.00
6 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—6 of 6

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5.00

"Morris gave us an in depth, honest, thorough advice about how to protect ourselves, our family, our assets and all we have created. Morris is a very down to earth, approachable person and will always find a way to explain, what can be very confronting and confusing information, in a manner that every day people can fully understand. Morris will go the extra mile to make sure you have the best, most complete coverage but understands that money doesn't grow on trees and can help accommodate budgetary constraints. I hopefully will never need to lodge a claim with Morris but if I needed to I have every confidence that it will be handled with care, efficiency and professionalism."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Morris is extremely competent and professional. When I had need of my policy, as a result of Leukaemia - Morris proved invaluable, continuing to provide long term support and assistance. Anyone can buy a policy but it's the quality advice and support that makes the difference. Thanks Morris"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Morris is an excellant advisor who provides quality advice in a caring manner .Morris is always seeking to provide value."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Morris Winestone is one of those rare advisers who genuinely has the best interests of his clients at the core of everything he does. I have recommended him to both friends and colleagues and having worked in the financial services industry for many years have no illusions as to how it operates and who the best operators are. I can confirm that Morris and Winestone and Associates are comforably one of the best insurance advisers in Australia."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—6 of 6

My clients have reviewed me based on the following areas of advice

  • Insurance Protection

Qualifications & Training

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2004

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member

Financial Planning Association of Australia (FPA)

Membership type
AFP
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