Welcome Ron Chapman Clients
2nd Dec 2008
Having been in the accounting and financial planning industry for the past 30 years and now being 60 years of age, Ron Chapman has decided to ease into retirement.
In doing so, Ron undertook a lengthy due diligence process before selecting Financial Index as the new home for his clients. Ron will be working with Neville Williamson and Ross Cameron in Melbourne over the next few months. As Neville lives in Ascot Vale he will be able to provide assistance to clients living close to Ron’s original practice. These elements should ensure a successful takeover.
Neville has been in the financial industry for at least 30 years and has been with Financial Index since it started. Ross has 21 years as a financial planner and 2 years with Financial Index, therefore both experienced financial advisers. We, along with Ron, are confident that Neville and Ross will continue to provide sensible solutions to clients with utmost care.
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> All Articles"Presenters put everyone at ease with a sharp and succinct presentation." Desmond O'Shanassy, Adviser Neville Williamson
"Easy to understand and provides enough information to know and have confidence in making a further appointment." David Johnston, Adviser Andrew Rafty
"I am comfortable with the approach of the organisation." Jim Dennis, Adviser Andrew Rafty
"I can go away feeling confident that my interests are in good hands." Robert Hawthorne, Adviser Ray Barnes