| Address: |  Suite 2.04
202 Jells Road
Wheelers Hill
VIC 3150
Australia |
| |
|
 | Our adviser was Sunny. At our first meeting, Sunny was exceedingly thorough in analyzing our financial situation in order to prepare what was a very impressive, comprehensive and accurate Statement of Advice (SOA). Our financial position was relatively ... show allOur adviser was Sunny. At our first meeting, Sunny was exceedingly thorough in analyzing our financial situation in order to prepare what was a very impressive, comprehensive and accurate Statement of Advice (SOA). Our financial position was relatively complex, but the SOA condensed our situation in order to provide a series of recommendations on how best to invest our accumulated wealth, taking full account of our conservative approach to investments. His attention to detail was exceptional. With one small exception, we accepted his recommendations in full. Sunny then implemented our new financial strategy, taking full account of taxation implications and our conservative approach to investment. As we are both approaching 80 years of age, it was of utmost importance that we had full faith in his expert and comprehensive advice.
We respect and admire his financial knowledge and advice, and we look forward to regular contact with Sunny to ensure the strategy continues to meet our full expectations.
Sunny is a very nice and knowledgeable person who we recommend to you. show less26/02/2024 - Dr David Flinn and Mrs Hazle Flinn |
|
| | VideoFund of the Year AustralianSuper Best in Show - MySuper Lifecycle Sunsuper for life Best in Show - MySuper Product AustralianSuper Best in Show - Workplace UniSuper Best in Show - Personal AustralianSuper ... Watch video | | The Financial Standard Investment Leadership Awards recognise investment strategies that showcase qualities investors are looking for in an investment manager. What makes these awards different from others? ... Watch video |
| | | | Nominations open for the 2026 Power509 July 2026, 12:21pmNominations for the 2026 Financial Standard Power50 are now open as we recognise the country's most influential advisers who continue to raise the standards for the profession and provide outstanding ... Read more | | | | | | |
|
|
