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About me
With over 10 years of experience dealing with a wide range of clients I believe that everyone can benefit from advice over their working life. Putting in place strategies for both the short and longer term can provide significant upside over time. Creating good behaviors can help individuals achieve their long term goals. The needs of the client are the most important aspects of being an adviser. Working together as a team to achieve specific objectives makes our job very rewarding.Authored by me:
Reviews
5
out of 5 starsLeigh
65+ years old"Lukes knowledge of strategies for my circumstances was excellent, giving me confidence that the processes in place will address current needs."
20 Feb 2019Matt
46-55 years old"The information Luke gave me was very good and he explained it very well. He was very patient and was more than happy to try and explain in different ways till I dd understand. Very good and easy talk to nothing was a bother."
06 Dec 2018Glenn
46-55 years old"Luke has given me advice in areas including super, insurance and managing debt. Luke has a unique way of explaining things in plain language and if you are still unclear he will reinforce the message until you do understand. I have learnt an enormous amount from Luke in a short period of time and I am looking forward to his considered advice over the coming years as I head towards retirement. "
27 Nov 2018Jacalyn
65+ years old"Luke is helpful and friendly and assists you to find the best products to suit your needs. He explains things clearly and makes sure you understand what he is talking about. Most helpful."
15 Aug 2018Geoff
46-55 years old"Luke provides constructive advise with sound knowledge. Since the first day I meet Luke I was respected and explained the benefits of reducing tax, superannuation and building my welth. I couldnt be happier with Lukes approach and professionalism. I also listen to his talkback on radio segment to ensure I am aware of the current legislation and latest ways to succeed with my financial situation.Thank you Luke "
15 Jul 2018Jess
Under 35 years old"We couldn't rate Luke highly enough. He is professional yet friendly, and explains things in common terms so that 'rookies' like us can understand it. We feel confident that Luke is guiding our finances in the best direction based on the thorough evaluation of our situation. "
01 Jul 2018My Expertise
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Budgeting
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Government Assistance
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Growing Assets
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Insurance & Protection
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Managing Debt
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Margin Lending
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Retirement Planning
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Self Managed Super Funds
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Superannuation
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Tax Strategies
Key information
- Adviser rating
- Platinum
- Years Experience
- 15 Years
- Highest qualification
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Advanced Diploma of Financial Services
- Industry Memberships
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1 total
- Address
- Suite 2 44-52 Townsend Street
Phillip, ACT, 2606 - Location
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I'm committed to providing quality service and meeting your needs.
Ownership Structure
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Company
Envision Financial Pty Ltd
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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 adviser 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
FINANCIAL SERVICES PARTNERS PTY LIMITED
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Licensee owned by
IOOF HOLDINGS LTD
My Qualifications
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SMSF Association Specialist Member Accreditation Program (2015)
Level of Qualification: Training
Institution: SMSF Association
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Diploma of Financial Services Financial Planning (2006)
Level of Qualification: Level 5 - Diploma
Institution: Archer College
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Advanced Diploma of Financial Services (2006)
Level of Qualification: Level 6 - Advanced Diploma, Associate Degree
Institution: Archer College
My Memberships
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SMSF Association (SMSF)
Level of Membership:
SMSF Specialist Advisor
My Fees
- Personal Advice
- N/A
- Ongoing Advice
- N/A
- Details
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Envision Financial is happy to meet with new clients to confirm if we are able to assist them with their overall objectives. If we are able to provide advice this would be discussed and agreed with the client on a fee for service basis that is impacted by the needs of each individual situation.
Like to know more?
I'm committed to providing quality service and meeting your needs.
Top skills rated by customers
Leigh
65+ years old"Lukes knowledge of strategies for my circumstances was excellent, giving me confidence that the processes in place will address current needs."
20 Feb 2019Customer opinions
Matt
46-55 years old"The information Luke gave me was very good and he explained it very well. He was very patient and was more than happy to try and explain in different ways till I dd understand. Very good and easy talk to nothing was a bother."
06 Dec 2018Customer opinions
Glenn
46-55 years old"Luke has given me advice in areas including super, insurance and managing debt. Luke has a unique way of explaining things in plain language and if you are still unclear he will reinforce the message until you do understand. I have learnt an enormous amount from Luke in a short period of time and I am looking forward to his considered advice over the coming years as I head towards retirement. "
27 Nov 2018Customer opinions
Jacalyn
65+ years old"Luke is helpful and friendly and assists you to find the best products to suit your needs. He explains things clearly and makes sure you understand what he is talking about. Most helpful."
15 Aug 2018Customer opinions
Geoff
46-55 years old"Luke provides constructive advise with sound knowledge. Since the first day I meet Luke I was respected and explained the benefits of reducing tax, superannuation and building my welth. I couldnt be happier with Lukes approach and professionalism. I also listen to his talkback on radio segment to ensure I am aware of the current legislation and latest ways to succeed with my financial situation.Thank you Luke "
15 Jul 2018Customer opinions
Jess
Under 35 years old"We couldn't rate Luke highly enough. He is professional yet friendly, and explains things in common terms so that 'rookies' like us can understand it. We feel confident that Luke is guiding our finances in the best direction based on the thorough evaluation of our situation. "
01 Jul 2018Customer opinions
Jodie
46-55 years old"Very pleased with service from Luke."
28 Jun 2018Customer opinions
Meagan
Under 35 years old"Luke was incredibly patient with us as we start our journey into small business and the world of insurances. No question was too silly and he was more than happy to re explain as required. We would definitely recommend Luke to family and friends, and look forward to working with him in the future. "
28 Jun 2018Customer opinions
Brendan
Under 35 years old"Luke is a superstar. Best in the business, can't recommend high enough. His ongoing advice over the years has proven to be invaluable."
09 Apr 2018Customer opinions
Richard
46-55 years old"We have entrusted Luke with the proceeds of the sale of my elderly mother's home, in order to provide her with an income. Luke took extensive time explaining the investment strategy to us, answering our questions and ensuring we felt comfortable. Luke (and his colleague Barbara) have been excellent to deal with. Only time will tell how the investment strategy pays off, but we feel positive."
05 Mar 2018Customer opinions
Jessica
Under 35 years old"Luke is an intelligent, insightful and trusted advisor. From our first appointment, I felt that Luke understood my needs and identified the best ways to address them. He explained all recommendations with clarity and in detail. "
19 Dec 2017Customer opinions
Beth
56-65 years old"Luke is very approachable but also professional . He explains complex issues in a way which I can understand. I trust him ."
24 Oct 2017Customer opinions
Bernadette
46-55 years old"My first appointment with Luke left me feeling relieved as I felt I was finally getting my super sorted. At the second appointment Luke demonstrated how well he listened to my goals and understood how best to achieve them. He came highly recommended by friends and I have since recommended him to others who have been very happy with his level of service and expertise."
22 Oct 2017Customer opinions
warren
46-55 years old"luke was very up front and his advice was directed to my situation .very happy so far .warren "
27 Sep 2017Customer opinions
Sara
35-45 years old"Luke follows through his advice and ensures it is completed. I am looking forward to go be debt free and have enough funds in preparation for retirement."
21 Sep 2017Customer opinions
Nick
Under 35 years old"Luke has been a great financial adviser. He has helped me set up an income insurance plan and take my first steps into the property market while clearly explaining everything to me the whole time."
21 Sep 2017Customer opinions
Sarah
Under 35 years old"My partner and I have spoken to multiple financial advisers and none have been as personable as Luke. He has a genuine personality and cared about getting us a great outcome for our specific needs. Very generous with his time, Luke explained the complex world of insurances to us in a down-to-earth and humorous manner. A potentially very dry process was made almost enjoyable. Would not hesitate to recommend Luke to anyone. "
16 Sep 2017Customer opinions
cathy
46-55 years old"Luke clearly and professionally advised of my options and how best to maximise my benefits within the parameters I gave him. I feel confident that I will reach my retirement goals with Luke's guidance and advice."
24 Jul 2017Customer opinions
David
56-65 years old"We are very happy with the service we are receiving with Luke, as new clients we have found Luke's explanations very easy to understand. Luke takes the time with us to make sure we understand."
18 Jul 2017Customer opinions
Gloria
65+ years old"Luke has the expertise that we require to manage our finances. We have accepted his recommendations and have recommended his services to friends who are also very happy with his advice and services."
13 Jul 2017Customer opinions
Lakshman
35-45 years old"Luke was very professional and responsive. he took the time to understand my current financial position, together with my medium and long term goals. His advice was considered, aligned to my risk appetite and also very comprehensive. Luke went much further than previous advisors and takes a genuine interest in his client. Thanks Luke, and look forward to many years working together."
08 Jul 2017Customer opinions
Priyanga
35-45 years old"For the last three years Luke has provided our family sound financial advice. He has been very thorough and detailed in all his explanations but most importantly his advice makes perfect sense. I have recommended him to many colleagues at work. "
07 Jul 2017Customer opinions
Helen
46-55 years old"Luke helped me enormously. He explained everything clearly and followed everything up to make sure that I was clear on what I needed to do. He has a great, friendly manner which made something that can be quite daunting seem so much easier."
13 Jun 2017Customer opinions
Geoff
46-55 years old"Luke provides support and accurate advise for planning my investment and future growth. Luke is always proactive to ensure the most up to date is communicated and always available to clarify any situation that will benefit my current position. Luke is diplomatic, respectful and also a trusted adviser. "
25 May 2017Customer opinions
Gerald
65+ years old"Luke provided confident and assuring advice and support from the outset. He was patient and communicated clearly at a time of financial uncertainty for me. I am highly satisfied with his service and readily recommend him and his team."
01 May 2017Customer opinions
Anna
Under 35 years old"Luke is easy to talk to and makes you feel comfortable. He is efficient and is able to provide his advice very clearly in manner that is not overwhelming. I would highly recommend him to anyone needing a Financial Advisor. "
29 Mar 2017Customer opinions
Melinda
Under 35 years old"Luke is an exceptional advisor who has a range of financial expertise. Luke is approachable and friendly and took a genuine understanding of my personal situation allowing him to make recommendations that suited my needs. I highly recommend if you are looking for advice to have a chat with Luke to find out how he can help you. "
12 Dec 2016Customer opinions
Amanda
56-65 years old"Luke is very knowledgeable and delivers excellent service. He explains things in a way I understand and responds to any email queries I may have very promptly and efficiently. I have recommended him to my family and friends and will continue to do so. "
15 Nov 2016Customer opinions
tony
46-55 years old"Luke has been highly professional and efficient in dealing with my SMSF"
14 Oct 2016Customer opinions
Philip
Under 35 years old"It has been an absolute pleasure working with Luke to get my insurances sorted. Luke and he receptionist are both very friendly and inviting. Luke’s communication of the options and comparison of different scenario’s was clear and concise. I left the meeting comfortable and confident that I had made the right choices. I would highly recommend Luke to anyone looking for advice or direction on how to better prepare for the future. "
30 Sep 2016Customer opinions
Gabrielle
Under 35 years old"Luke provided exceptional customer service and kept me in the loop throughout every step of the application. I would not hesitate to recommend Luke and his services to family and friends. "
30 Sep 2016Customer opinions
Barbara
46-55 years old"Luke has been great at keeping us on track and helping us plan for our retirement."
08 Sep 2016Customer opinions
Stephanie
Under 35 years old"Luke is always very professional and a wealth of knowledge regarding my personal insurance needs. I would not hesitate to recommend him to anyone who requires specific insurance or financial advice in the future. "
06 Sep 2016Customer opinions
Jenny
Under 35 years old"Luke is extremely helpful and goes out of his way to get the best results for his clients. I highly recommend Luke for all your insurance needs."
16 Aug 2016Customer opinions
Chris
46-55 years old"Luke is a great communicator and makes sure that I understand not only what I am doing but why I am doing it. I would have not hesitation to refer him to my family and friends."
16 Aug 2016Customer opinions
Elliott
Under 35 years old"Luke has been helping me for a few months now and he has been so easy to work with. I would advise people who are looking for help to work with Luke 100% "
15 Aug 2016Customer opinions
Shelley
35-45 years old"Luke has provided excellent advice when it comes to superannuation and how we can secure our financial future. Luke communicates in a way that makes finances easy to understand and enables people to make informed decisions about their financial health and stability."
28 Jul 2016Customer opinions
Deb
56-65 years old"Luke is very personable and comes across very confident and knowledgeable about the products that he is offering, tailoring my package to the type of investor I am at this stage of my life. "
27 Jul 2016Customer opinions
Rob
35-45 years old"Luke has been a wealth of knowledge In relating to my needs and wants. His understanding, combined with his expertise ensured I received exactly what I needed. Luke provided great communication and acted promptly and efficiently with a high level of professionalism at all times. "
25 Jul 2016Customer opinions
Liz
56-65 years old"Luke provides a very a friendly, helpful and most of all professional service. He covers all bases in ensuring you understand the commitment and processes of building a positive financial future."
06 Jun 2016Customer opinions
Matt
35-45 years old"Luke has an amazing wealth of knowledge and gives clear and concise direction with genuine outcomes. If there are any questions Luke will either know the answer or know a way to find the answer. He is extremely resourceful with a great network to pull from. I would not hesitate in recommending Luke to all my friend, family and colleagues"
03 Jun 2016Customer opinions
Phillip
56-65 years old"Luke is proactive in his approach. He is knowledgeable and instills confidence with the advice that he provides. He is generous with his time and provides excellent client service."
01 Jun 2016Customer opinions
Rob
35-45 years old"Luke took a personable and committed approach to ensuring that our new insurance met our personal needs. He was able to provide clear advice and suggested recommendations to suit us now, and moving forward into the future. We run a small business and the insurance environment can be confusing and complicated. Luke was patient and comprehensive in his advice and service."
01 Jun 2016Customer opinions
Jason
35-45 years old"Luke has an intricate knowledge of both insurance policies and income protect and has advised me on what suits my current needs. I would highly recommend his services."
01 Jun 2016Customer opinions
darko
Under 35 years old"Luke all ways goes the extra mile, and i can't ask for a better adviser. Very 6 to 12 month he follows up with me to make sure i ma still getting the best plan for my money."
31 May 2016Customer opinions
Shannon
35-45 years old"Luke is enthusiastic, approachable and eager to assist where he can. I would not hesitate to refer to Luke and Envision Financial."
31 May 2016Customer opinions
Gay
56-65 years old"Luke is down to earth and makes things very clear. His advise has been very helpful and has allowed us to grow our super savings."
31 May 2016Customer opinions
Rod
46-55 years old"Luke is very professional, friendly and really understands the business of Financial Planning. I would recommend Luke to anyone that requires assistance in Income Protection, Trauma Cover, and Self Managed Super Funds etc."
31 May 2016Customer opinions
Paulo
35-45 years old"I have found Luke to be very thorough in his approach to managing my situation. He provides pragmatic solutions that certainly cover off on my needs. Highly recommended!"
31 May 2016Customer opinions
Kellin
Under 35 years old"Luke is excellent at communicating complex strategies in understandable terms. I would recommend him in particular for people who do not ordinarily invest, but require qualified advice on lifestyle decisions such as purchasing new property, establishing a business, reviewing superannuation or planning for retirement."
31 May 2016Customer opinions
Brian
56-65 years old"I was confused about the whole Self funded super set up. Luke's ability to talk common sense to my wife and myself about the legal details and obligations, possible investment strategies for our retirement was much appreciated. Running my own business takes a lot of my time,so having a friendly ,easy to talk to guy like Luke just a phone call away is a great asset. Keep up the good work,Luke Regards Brian Hunter Managing Director Dizzy Office Furniture "
31 May 2016Customer opinions
Sam
35-45 years old"I found Luke to be very professional and knowledgeable. He knew his subject matter and always went over and beyond to help. I would be happy to recommend Luke to anyone looking for financial and related advice. "
31 May 2016Customer opinions
Martin
56-65 years old"I approached Luke for a Retirement Strategy and Superannuation advice after hearing his presentation at a meeting of various businessmen in Canberra. Luke took time to ask questions and listen to my requirements and individual circumstances. He responded in a courteous and professional manner to each input and presented me with a researched and comprehensive overview , complete with recommendations to achieve my goals. We rest in confidence that Envision Financial Services are the team supporting our best interest going forward. Thanks again Luke for your professional service. Martin "
30 May 2016Customer opinions
Chris
35-45 years old"Luke is loyal,trustworthy and reliable. I have been a client of Luke's for many years and will continue this relationship without question. Luke has the ability to explain financial services in plain English. I will continue to recommend my family,friends and colleagues to engage Luke for all financial services. A+++++ Highly recommended "
30 May 2016Customer opinions
Peggy
35-45 years old"Luke is very professional and always goes that extra mile to make sure we are happy and understand our plan for the future and future needs."
30 May 2016Customer opinions
Ron
65+ years old"Luke has a unique ability to connect with clients, make everything easy to understand in a relaxed and comfortable environment. He provides alternatives to find solutions depending on the client's circumstances."
30 May 2016Customer opinions
Barney
35-45 years old"Luke has been advising us for many years now, he is professional, detailed and knows the best products for our needs. We have always found benefit in letting Luke make the decisions when it comes to our insurance policy's, self managed super fund and business taxation. By following his advice we have always seen growth in our portfolio. Would highly recommend a visit."
30 May 2016Customer opinions
Frank
Under 35 years old"Luke's knowledge of the environment is outstanding. He has saved me a lot of money with the advice and systems he has put in place."
24 May 2016Customer opinions
Catherine
46-55 years old"Luke has been very helpful throughout the process of revising and changing my insurances. He researched appropriate options for me and talked me through these. He is now in the process of securing the insurance I need."
19 May 2016Customer opinions
Diane
56-65 years old"Luke more than met my expectations. He was very personable and professional.He was also very precise, explicit, thorough and responded expediently to provide the information I required. Luke was recommended to me and I would not hesitate to do the same."
13 Apr 2016Customer opinions
Savanna
Under 35 years old"Luke is a friendly and easy going adviser who makes information easily accessible and will always take the time to listen to, and answer your questions. Luke is genuine and upfront, responds to correspondence quickly and gives practical and manageable advice. Sean and I would/do highly recommend Luke and look forward to continuing to work with him in the future."
27 Jan 2016Customer opinions
Rob
35-45 years old"One of the best advisors I have had, he is methodical and gets the job done! provides solid advice where needed."
08 Dec 2015Customer opinions
FRANK
65+ years old"Have dealt with Luke for 8 years+. Luke is responsive and helpful and friendly. He inspires confidence and keeps me informed. I can recommend Luke."
02 Dec 2015Customer opinions
DEBRA
56-65 years old"Luke is extremely professional and knowledgeable, and always attends to our requests/queries immediately. Debra. 2614"
29 Sep 2015Customer opinions
Sue and Murray
56-65 years old"Luke Has been our financial adviser throughout our working lives and now during retirement. We have every confidence in Luke's ability to manage our portfolios. He is always contactable when we have any concerns related to local, national and global influences that may affect our financial wellbeing. He is approachable and willing to answer any questions using language that we can understand and then able to relate that information back to our financial situation."
23 Sep 2015Customer opinions
Richard
46-55 years old"It was reassuring to have someone as knowledgeable as Luke advise me on various investment strategies as we approach our retirement years. "
22 Sep 2015Customer opinions
Wendy
46-55 years old"Luke is friendly and approachable and we felt at ease immediately. He assessed our financial situation and provided a comprehensive financial plan that suited our needs exactly and assisted us to implement it. He is always available, professional, and very knowledgeable in all facets of our needs. We trust his recommendations and highly recommend him to others. "
21 Sep 2015Customer opinions
John
65+ years old"I have found Luke to be informative and helpful and we need his expertise through these difficult times as we fully retire and depend on what income our Super gives us."
21 Sep 2015Customer opinions
Steve
56-65 years old"Luke has been excellent in all advice and guidance he has offered. Through his insightful questions and research developed a comprehensive understanding of our situation and future needs. He is patient and readily explains and clarifies any questions. Luke's knowledge is amazing and his ability to communicate that knowledge and relate it to my personal situation has been a very special part of our long term association. My wife and I look forward to a comfortable future based not in any small way to having Luke as our financial advisor."
21 Sep 2015Customer opinions
Kate
46-55 years old"Luke has been managing my retirement funds for 12 months. He and the staff at Dragonfly are always responsive to any requests and. Luke and the staff at Dragonfly regularly provide financial updates on the current state of the e market."
19 Sep 2015Customer opinions
Max
65+ years old"Luke has looked after my Financial Planning needs for eight years. I am in my retirement years and I am very much at ease about the way looks after all my Financial concerns. I would not hesitate to recommend Luke to any of my friends or relatives. Luke is an outstanding young man who conducts himself with the utmost integrity and professionalism. Max, 2906"
19 Sep 2015Customer opinions
Myles
56-65 years old"Luke is very professional, knowledgeable, friendly and helpful. He always responds very quickly to any queries or questions we have. He makes sure that we understand how our investments are going. "
19 Sep 2015Customer opinions
michael
56-65 years oldN/A
19 Sep 2015Customer opinions
Diana
65+ years old"Luke has been managing my financial affairs since 2009 and after my retirement in July 2012. I regard him very highly and all the staff at Dragonfly Financial Services. I trust his knowledge, judgment, he listens and impresses with his attention to detail. Very professional and hard working keeping on top of the challenging financial world markets. Diana "
19 Sep 2015Customer opinions
Robert
65+ years old"Highly recommended, able to advise very knowledgeably in several different areas, like Aussie super, foreign income/super/pension, multi-sources of income, salary sacrifice, transfer to retirement, etc."
18 Sep 2015Customer opinions
Graham
46-55 years oldN/A
18 Sep 2015Customer opinions
Rose
56-65 years old"Luke has been my adviser for a number of years. He has always made me feel very comfortable and always seems to find the time to answer any questions that I may have. His expertise and knowledge are second to none and I would certainly recommend him to anyone needing friendly and sound advice."
18 Sep 2015Customer opinions
Peter
56-65 years old"Luke manages all my superannuation fund and has for some years. Very happy with the set up. Now I am retired it is all working as expected. Great results even through the GFC."
18 Sep 2015Customer opinions
Alan
65+ years old"Luke is very good at what he does always ready to listen and always has the answer. He has been looking after me for three years, when I retired like most people I was quite scared of the prospect he worked out a plan for me so all I have to do is enjoy being retired thanks Luke Alan 3912 "
18 Sep 2015Customer opinions
Allan
56-65 years old"Luke is the ONLY investment advisor we have ever had (including many big organisations) who provides timely analysis of all current events that are affecting investments with up to date advice. This is incredibly re-assuring and because he is proactive with his analysis and advice we don't have to keep asking questions when we see something worrying in the news."
18 Sep 2015Customer opinions
Tom
Under 35 years old"Professional, Flexible, understanding and went WAY over what was expected for the work we wanted! knows how to put you at ease and give you all the options. "
18 Sep 2015Customer opinions
Kevin (Bruce)
56-65 years old"Our dealings with Luke over a number of years have been a pleasure. He is knowledgeable but does not talk down to us, he is considerate but strong enough to guide us comfortably. He has managed the financial elements of our transition to retirement with a great deal of care and openness that made the transition a smooth and easy process. My wife, who thinks he is wonderful, and I, are confident and comfortable with all our dealings with Luke and his team and look forward to many more years under his guidance."
18 Sep 2015Customer opinions
Helen
56-65 years old"Luke has looked after my insurances for a number of years and has been very responsive to any queries I have had."
18 Sep 2015Customer opinions
simon
35-45 years old"The care, attention to detail and expertise Luke brought to the table whilst fixing up my life insurance cover, put my previous adviser to shame. I would not hesitate recommending him to anyone"
18 Sep 2015Customer opinions
Dale
35-45 years oldN/A
18 Sep 2015Customer opinions
Craig
46-55 years old"In the past few years I have been assisted by Luke, I have found his down to earth approach and knowledge of my personal situation beneficial. It obviously takes two to be involved with this process and Luke makes my involvement painless and time effective."
18 Sep 2015Customer opinions
Tim
Under 35 years old"Always a pleasure dealing with Luke. Highly responsive and well-informed."
18 Sep 2015Customer opinions
Daniele
35-45 years old"Always friendly and approachable, Luke takes the time to translate the financial jargon into plain English which gives me more confidence when we're planning my financial future. "
18 Sep 2015Customer opinions
Cheree
Under 35 years old"Luke is a fantastic financial adviser - our first meeting he took the time to really get to know us and our unique situation and goals. Since then he has continuously provided us with professional and tailored advice. I rarely refer, only when I trust, respect, appreciate the individual/service. Luke and the wider Dragonfly team tick all the boxes. "
18 Sep 2015Customer opinions
Diana
46-55 years old"Luke is friendly and approachable. He explains the products and financial planning strategies well,in a way that is easy to understand. "
18 Sep 2015Customer opinions
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