FIA Welcomes Ray Barnes
23rd Nov 2009
After having been in the financial services and financial planning industry for more than 20 years Ray Barnes has come to the realisation that the time of the smaller financial planning practice is rapidly coming to an end.
The ongoing compliance requirements and ever increasing administrative workload was highlighted for Ray as he helped his clients through the economic downturn, whereby he concluded that a one or two man practice would struggle to remain efficient into the future.
Having come to this realisation, Ray began researching the financial planning industry for viable alternatives, looking primarily for an organisation which reflected his own “client service first!” attitude. In doing so, Ray undertook a lengthy due diligence process before selecting Financial Index as the new home for his clients.
Ray is now be working with the team in the Brisbane office to settle his clients into Financial Index Australia, after which we are all confident that he will continue to provide sensible solutions to clients with utmost care, and enhanced ongoing service.
"Wonderful clear presentations." Brian Bellingham, Adviser - Tracey Burns
"Presenters put everyone at ease with a sharp and succinct presentation." Desmond O'Shanassy, Adviser - Neville Williamson
"I am comfortable with the approach of the organisation." Jim Dennis, Adviser - Andrew Rafty
"Philip Hart really explained things on our level." Phyllis Scobie, Adviser - John Ives
"The delivery was done in a very informative way for all to comprehend. The wit of Philip Hart made it most enjoyable." Carole Bellingham, Adviser - Tracey Burns
"Easy to understand and provides enough information to know and have confidence in making a further appointment." David Johnston, Adviser - Andrew Rafty
"I can go away feeling confident that my interests are in good hands." Robert Hawthorne, Adviser - Ray Barnes