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Glenn Fairbairn

 Glenn Fairbairn

Share profile:
417 St Kilda Road Level 8
Melbourne
VIC
3004
AU

Overview CONTACT THE ADVISER

Glenn Fairbairn Glenn Fairbairn

total Reviews

13

Experience

13yrs

Status

Platinum

Overall Adviser Rating

93

Average Customer Rating

95%

Percentage of Positive Reviews

84%
Introduction

My name is Glenn and I’m a Senior Client Adviser with Hewison Private Wealth. I am also an equity partner and Director of the company. Hewison Private Wealth is an award winning independent financial planning firm.

Over the past 15 years I’ve developed long standing relationships with my clients. I have extensive experience in all facets of financial planning, investment strategy, investment markets and superannuation / SMSF. I am particularly driven by partnerships with clients to provide strategic financial advice.

I am responsible for the team who look after Hewison Private Wealth’s investment research and I’m a member of the company’s compliance committee. I also co-host the Money Mentors Podcast with my colleague Nathan Lear.

Outside of work I am passionate about my family and have a keen interest in health, fitness and combat sports.


My Awards

Investment Adviser of the Year 2018, 2017 & 2016 (finalist) – iFA Excellence Awards


Best Client Service Individual 2015 Finalist – iFA Excellence Awards 


Top 50 advisers in Australia listed by Australian Financial Review Smart Investors Master class 2011

Company:

Hewison Private Wealth
Hewison Private Wealth

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

HEWISON & ASSOCIATES PTY. LTD.
HEWISON & ASSOCIATES PTY. LTD.
Expertise
Building SuperBuilding Super
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Savings & InvestmentsSavings & Investments
My fees
  • Free Initial Consultation
  • Free General Advice

Latest Customer Reviews (3 of 13 total)See all

"Glenn has been my advisor for many years. I appreciate his openness, honesty and care. Although he has a wide experience and demonstrates a very sound knowledge of investment opportunities he respects my opinions and answers my questions with clarity. I find his attitude when discussing my portfolio directions to be both sympathetic to my needs and requirements whilst challenging me to explore various options which fit safely into my financial requirements. I have no hesitation in recommending Glenn as a professional, knowledgeable and caring financial advisor."

Helen, 65+ 13 Aug 2018

"Always available and cheerfully positive about nay queries we have. Understands our individual needs and responds appropriately. We remain very satisfied with Glenn's expertise and inter-relationships with us. Previous appraisal may not have been successfully sent, so this is a repeat."

Beverley and Ralph, 65+ 11 Aug 2018

"Glenn is considered a trusted advisor. "

Anthony, 35-45 10 Aug 2018

History & Qualifications CONTACT THE ADVISER

Awards
  • No award found
Years of experience
  • 13 years total experience

My Videos CONTACT THE ADVISER

No Video found

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Level 8
417 St Kilda Road, Melbourne
VIC 3004 Australia

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 98% Average Reviews
  • 13 Total Reviews
Helen, 65+13 Aug 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Glenn has been my advisor for many years. I appreciate his openness, honesty and care. Although he has a wide experience and demonstrates a very sound knowledge of investment opportunities he respects my opinions and answers my questions with clarity. I find his attitude when discussing my portfolio directions to be both sympathetic to my needs and requirements whilst challenging me to explore various options which fit safely into my financial requirements. I have no hesitation in recommending Glenn as a professional, knowledgeable and caring financial advisor."

Beverley and Ralph, 65+11 Aug 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Always available and cheerfully positive about nay queries we have. Understands our individual needs and responds appropriately. We remain very satisfied with Glenn's expertise and inter-relationships with us. Previous appraisal may not have been successfully sent, so this is a repeat."

Anthony, 35-4510 Aug 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Glenn is considered a trusted advisor. "

Rob, 56-6508 Aug 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We have been working with Glenn for over 10 years and continue to be impressed by his professionalism and skill."

Nardia, 35-4508 Aug 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

" "

Ian, 65+08 Aug 2018
Expand
Overall customer rating
75%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

"The service is very interactive and Glenn always makes the time to address any queries/concerns. My wife and I had fragmented retirement funds, and this has now been brought under a single umbrella, which is much easier to track and control. I don't know how we would have been able to attend to all the documentation and reporting requirements of a SMSF without Glenn and Hewsion's."

Frank and Ena, 65+07 Aug 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We feel Glenn has given us sound financial advice, he replies promptly to any of our queries. We find him a genuine trustworthy person. Frank 3030 "

DAVE , 65+07 Aug 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Glenn has handled two portfolios for just on 4 years, he is knowledgeable and very quick to respond to any queries we may have (very few) The quarterly review process carried out at our home works really well for an 80+ year old. his service is far superior to any of the two previous advisors who were connected to the big 4 banks and the charges are much more realistic."

Jason, 46-5507 Aug 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Glenn has provided us with great guidance and support in setting up and administering our SMSF over the past 5 years. I would most certainly recommend his services."

Colleen, 56-6506 Aug 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Glenn's great - friendly, knowledgeable, explains things well. He gets back to us right away when we have queries. We have recommended his services to several people, looking forward superfund and investment advice. "

David, 65+06 Aug 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Glenn has proven himself to be an excellent advisor for us, and has helped greatly with re organising our SMSF and advising on our personal investments to match our overall lifestyle requirements & maximise taxation effectiveness. He is very good at explaining the reasons behind his recommendations, but is also good at listening to any queries we may have. I would (and have) recommend him. "

David, 35-4506 Aug 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Glenn and Hewisons Private Wealth has been part of our family for 10 years. Glenn has setup my parents for a comfortable retirement displaying patience, knowledge, commitment & delivering on the strategy formulated 10 years ago surrounding their self managed superfund. Glenn has also been my wife’s and I financial advisor via our own self managed superfund for the same length of time. We have the utmost confidence in Glenn and the team at Hewisons."

Gus, 65+06 Aug 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We both appreciate Glenn's friendly approach to us and his efficient management of our Investment Portfolio. Given our limited understanding of financial investments it is comforting to have Glenn advising us. Being both retired we rely heavily on our returns from our Investment Portfolio. It is reassuring having someone as ethical as Glenn help us through the current financial sector issues."

1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

Number of advisers who vouch for the integrity of this adviser

0

Top 5 Skills (as rated by customers)


#1
Self Managed Super Funds
STRENGTH
11
Customers

#2
Building Super
STRENGTH
6
Customers

#3
Savings Investment
STRENGTH
4
Customers

#4
Estate Planning
STRENGTH
3
Customers

#4
Tax Effective Strategies
STRENGTH
3
Customers

#5
Aged Care
STRENGTH
1
Customers

#5
Insurance Protection
STRENGTH
1
Customers

#5
Margin Lending Geared Investments
STRENGTH
1
Customers

#5
Preparing For Retirement
STRENGTH
1
Customers

#5
Small Business Advice
STRENGTH
1
Customers

#5
Socially Responsible Investments
STRENGTH
1
Customers

x

Overall rating

93%

Glenn Fairbairn

Company: Hewison Private Wealth

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Glenn Fairbairn is a member of and in what capacity, the licensee or company of Glenn Fairbairn and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Glenn Fairbairn (see report card scoring)

Qualifications: 0%

Compliance: 0%

Experience: 0%

Quality of Advice: 0%

Customer Satisfaction: 0%