Bill Brown

Avalonfs Pty Ltd

5.00
1 Review
Silver
34 Yrs Experience
Holt, ACT 2615

Recent reviews

Avalonfs Pty Ltd

23 Messenger Street
Holt, ACT 2615

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 1988
  • Years of experience 34
  • Highest qualifications
    • ASIC PS 146
    • Estate Planning
  • Language spoken
    • English

Expertise

  • Insurance Protection
  • Wills & Estates

Licensed by

Avalonfs Pty Ltd

AFSL 437518

5.00
1 Review
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5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"Bill, I would like to thank you ever so much for looking after me for so many years. Your advice and care have been superb and personalized to my medical profession as a GP. I am very grateful that you always had my best interests foremost when considering my profession and lifestyle. Thankfully, I have been well and able to weather any minor illnesses, but always knew I would be well and truly covered financially, if that had not been the case. Previously I had unknowingly been horribly under-insured and would have been in dire straits financially if a medical disaster had stopped me from working. Any doctor should be well-insured, just in case. And that 'case' can happen so suddenly, as I have witnessed in my professional career looking after doctor-patients. So glad it never happened to me but there by the grace of God...."

  • Insurance Protection
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

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

  • Insurance Protection
  • Small Business Advice

Qualifications & Training

ASIC PS 146

Level
0 - Training / Exam / Other
Institution
Kaplan Professional (prev Integratec)
Completed
2002

Estate Planning

Level
0 - Training / Exam / Other
Institution
Estate Planning
Completed
2011

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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