Welcome Direct Investment Clients
27th Nov 2008
After 15 years in the Financial Planning Industry Jill Ross, of Direct Investments, has commenced her own transition to retirement. In doing so, Jill undertook a lengthy due diligence process before selecting Financial Index as the new home for her clients. Jill will be working with Brisbane's own Greg Cunningham over the next few months to ensure a successful takeover. Having been in the industry for over 20 years and with Financial Index for five, Greg is one our most experienced financial advisers. We, along with Jill, are confident that Greg will continue to provide sensible solutions to clients with utmost care.
"Wonderful clear presentations." Brian Bellingham, Adviser - Tracey Burns
"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
"I can go away feeling confident that my interests are in good hands." Robert Hawthorne, Adviser - Ray Barnes
"Philip Hart really explained things on our level." Phyllis Scobie, Adviser - John Ives
"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