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GWM Adviser Services Limited
GWM Adviser Services Limited

GWM Adviser Services Limited

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Overview

GWM Adviser Services Limited

total Reviews

983

Total Advisers

478

Average Customer Rating

97%

Percentage of Positive Reviews

100%
GWM Adviser Services Limited

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Latest Customer ReviewsSee all

Brian Woods

Brian Woods

Adv Rating 92% Cust Rating 88% Reviews 8

"Brian has been able to assist me giving advise on managing my finances, superannuation/ transitioning to retirement , restructuring my mortgage and debts. Brian is usually able to explain things in a clear way always trying to ensure I have a good u derstanding of why strategies are in place for financial planning and my future."

Margaret, 56-65 23 Feb 2019

Bao Tran

BAO Tran

Adv Rating 81% Cust Rating 98% Reviews 6

"Boa has been my Superannuation Financial Planner for 10 years or so and have built a good relationship and trust. Boa is an astute professional Financial Planner who is honest, reliable, patient, respectful and a good listener. Bao is diligent and knowledgeable , well organized and prepared for our bi-yearly review on the Super status. He allows plenty of time explaining the outcome of his plan and demonstrate confidence and achievements in his reports. I have confidence in Boa handling my affairs, knowing that he keeps himself up to date through Professional Development and attending seminars etc. on matters relating to his profession. Therefore I have no hesitation recommending Bao to anyone needing Super or Financial Advice. "

Eddie, 65+ 21 Feb 2019

Todd Burnell

Todd Burnell

Adv Rating 89% Cust Rating 100% Reviews 9

"Todd not only has knowledge and expertise, his friendly, trustworthy and helpful approach instills confidence in me and my husband in the advice he offers. Todd has gone above and beyond in both ensuring our current needs are met and the best possible outcome is achieved. "

Kristie, Under 35 20 Feb 2019

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