Warren Hanna (B. Bus. Fin. Plan) is a Senior SMSF Adviser for award winning firm JBS Financial Strategists, a boutique financial planning practice in Melbourne that specialises in SMSF and personal risk insurance. www.jbsfinancial.com.au
Warren has over 12 years of experience working with clients from all walks of life. He is passionate about the financial planning industry and the value that seeking advice can provide Australians. Warren is a member of the SMSF Association and the Association of Financial Advisers. Not only is Warren passionate about Financial Planning, he is a family man and a golf tragic.
Warren is a member of the Most Trusted Adviser Network
We are a fee for service practice which focuses on ensuring that our relationship is clear and transparent. We ensure that our clients understand exactly how we charge and the value that we add to their overall situation.
Warren has acted as our financial advisor for nearly two years. We established rapport with Warren was establish at our first meeting. He not only speaks with authority but listens to what we have to say. He works with us in setting our future goals both financial and personal, plus assist us in developing strategies to achieve these goals. He is quick to respond to any query we have and always ensures that we understand what he is talking about. We would highly recommend Warren
From the start Warren took the time to understand my specific financial needs and understand my values and needs, he is very thorough in ensuring all discussions were recorded and meets compliance requirements, If you are looking for a professional trustworthy adviser who will listen and meet your needs then I would suggest you contact Warren.
Extremely happy with all the services Warren provides for us. It gives us total peace of mind to leave our financial investments under his management.
- Adviser status Gold
- Number of reviews 3
- First year providing advice 2007
- Years of experience 15
- Bachelor of Business (Financial Planning)
Jbs Financial Strategists40, 140 William St
Melbourne, VIC 3000
Jbs Financial Strategists