Since Adviser Ratings launched in October 2014 we’ve been encouraging advisers to embrace our platform to help us in our mission to spread the word about great financial advisers. Our belief in the value of trusted, professional financial advice is constantly vindicated – we now have over 20,000 reviews on our site, the vast majority from happy satisfied clients.
You wouldn’t think it if you believed the constant drum beat of negative coverage in the media, but yes there are many thousands of people who are helped by, and value the advice of personal financial advisers every day! As more and more advisers embrace our platform, take control of their profiles and embrace the transparency our platform provide, we hope to further challenge the negative view of advisers that is not representative of the industry as a whole.
Which brings us to this bittersweet news about a soon to be retired adviser.
Enzo Fantasia: Platinum Adviser
Rated by: 59 Clients
Ave Client Rating: 4.83 out of 5 Stars
Enzo Fantasia has been helping clients in the Bunbury area in WA for over 27 years and has built a loyal clientele over that time. He was one of the first advisers to claim his profile on Adviser Ratings, and had his first review within 2 weeks of our site launching. His passion for financial advice saw him put up his hand to offer help in several early Adviser Ratings promotions, to help us spread the word about the benefits of quality personal financial advice.
Enzo recognises the value of the personal touch and the significance this has in an adviser/client relationship long term. He understands that the ongoing advice, support and guidance is just as important as the initial financial strategies people receive. In his own words:
“Wealth is created over a long period of time, so make sure you choose an adviser who gets you, knows their stuff and who you can see yourself working with for years.”
More about Enzo:
MY PASSION FOR FINANCIAL PLANNING
“As a career banker since “the summer of ’69”, I always knew there was something driving me to help people take control of their finances but it wasn’t until the late 80s, when I had a growing family, that I took the step to join this wonderful profession.
Since then, my passion and honesty has helped me help hundreds of clients, mainly families, to achieve more than I ever could as a banker. I returned to Bunbury in 1988 and have built up a clientele that has been loyal to me, some for over 25 years”
We thought it might be nice to take this opportunity to say goodbye to Enzo and to offer him a platform for him to publically say goodbye to the industry and his clients.
It offers a glimpse of the strong personal nature of the relationship that thousands of Australians already enjoy with their advisers to any who doubt the value and veracity of these relationships. We wish Enzo all the best for his future endeavours.
Take it away Enzo!
“As I am retiring effective 20thDecember 2018, I want to THANK YOU for being my loyal clients, some for nearly 30 years since I returned to Bunbury, my home town.
Together we have achieved great things, be they retirement planning, family security and peace of mind through insurances, tax paid savings plans and/or just someone to chat to about all matters financial.
I know I am leaving you in great hands with Shonel Vuletich, Director and owner/financial planner and Jade McKay, financial planner here at Essential Financial Advice, who will continue to look after you and help you fulfil your dreams and goals.
I will still be around Bunbury for a catch up over a coffee or a beer/red wine and look forward to spending more time with my lovely wife, Sharon and our grandchildren.
Take care and may you continue to prosper both personally and financially”.