Adrian Loadsman

Finscope

5.00
5 Reviews
Silver
10 Yrs Experience
Melbourne, VIC 3004

Recent reviews

Finscope

Level 1, 71 Queens Rd
Melbourne, VIC 3004

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 5
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualification
    • Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Licensed by

Synchronised Business Services Pty Ltd

AFSL 243313

5.00
5 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—5 of 5

Sort by

5.00

"Adrian gives amazing customer service and care in all the work that he does. He did an incredible job securing insurance that I needed to protect my family and to give me peace of mind. I highly recommend Adrian."

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

"Adrian worked tirelessly to ensure that he not only understood our needs but that he was getting us the best possible outcome. His communication was outstanding and I would recommend Adrian unreservedly."

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

"Highly Recommended. Adrian was excellent when assisting us to set up Life and PPD insurance. His explanations of all details were always clear and patiently explained, and would also include alternative options along with the resulting outcomes of these options. Adrian was flexible with his contact hours, and was also accommodating when his advice was sought on financial topics other than our primary focus."

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

"Adrian has provided endless and crucial advice when it came to our financial life. He took great care in listening to our needs and spent an enormous amount of time with us to ensure we were comfortable with our future. He went well beyond what was expected and because of his personal yet professional and authentic approach, I have introduced our family and also medical colleagues to Adrian as we have full faith in him to do so the same for them. Thanks again Adrian!"

  • Insurance Protection
  • Cashflow & Income
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Adrian has been extremely easy to deal with, explains things very well in plain terms that I can understand, and is very prompt and reliable with communication."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

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

  • Insurance Protection
  • Cashflow & Income
  • Tax Strategies
  • Wills & Estates

Qualifications & Training

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2010

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Adrian's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Adrian able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Adrian's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Adrian to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Adrian?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Adrian provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Adrian may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Adrian Loadsman
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens