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Recent comments from customers to advisers

Recent comments from customers to advisers

  • Joanne Doak

    To: Joanne Doak
    From: Peter

    "Joanne has helped me with my super for many years and recently helped me with advice that helped me financially during a stressful time."

  • Steven Clarke

    To: Steven Clarke
    From: Phil

    "steve has been a great help with my super and retirement planning which has been a great relief to me,I leave it all to him and have the satisfaction that it is being well looked after."

  • Mark Prior

    To: Mark Prior
    From: Glenn

    "Mark was totally professional as always and his knowledge of the industry is advanced. I would recommend Mark to anyone, his always sincere and ready to assist."

  • Steven Clarke

    To: Steven Clarke
    From: Alex

    "Great knowledge, approachable and easy to deal with. Keeps in contact and always offering new options"

  • Mark Prior

    To: Mark Prior
    From: Victoria

    "Mark has helped me throughout my years with solid and sound advice. I am very happy with all the service provided."

  • Mark Chaston

    To: Mark Chaston
    From: Erika

    "Mark is a very professional advisor. He has helped and supported me through many financial situations and always offers great advise and solutions."

  • Brendan Ekas

    To: Brendan Ekas
    From: Curtis

    "Very professional and outstanding level of service. Very happy with our outcomes and look forward to dealing with him in the future."

  • Nikola Radoicic

    To: Nikola Radoicic
    From: Noel

    "Nikola meets all the expectations of a knowledgeable wealth adviser with understanding and an excellent manner in resolving his clients individual concerns promptly. Highly recommended."

  • Anne Steer

    To: Anne Steer
    From: Andrew

    "Professional, knowledgeable and impeccable service."

  • Timothy Conde

    To: Tim Conde
    From: Douglas

    "Management and advice in relation to changing personal and fiancial requirements, before and after retirement, has been very professionaly handled on a personal level."

  • Brendan Ekas

    To: Brendan Ekas
    From: Simone

    "Brendan is very passionate and extremely knowledgeable. He always listens to your needs and helps find a solution together. He’s very quick in responding to you and letting you know the progress of th..."

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