FIA Welcomes AAA Financial Intelligence & Investorlink Clients

After many years of providing financial advice to his valued clients, Richard Vickering decided to seek another financial planning organisation to merge his practice with. It was imperative to Rick to continue to meet his clients’ needs in this fast changing market place and to this end, felt very confident in choosing Financial Index Australia. AAA Financial Intelligence clients will be serviced primarily from our Canterbury office by two experienced advisers and a very capable administration team, who all look forward to welcoming AAA clients.
 

Having spent 25 years providing quality financial planning advice to their valued clients, Steve and Wayne Medcraft, and Brian Tice adopted a view that it was now time to provide a ‘leading edge’ upgrade of their current client service proposition in a fast changing (and challenging) market place. To achieve this new level of excellence the Directors of Investorlink Pty Ltd believed they needed more quality resources, hence their decision to select Financial Index Australia. We would like to take the opportunity to welcome all Investorlink clients.
 

FIA looks forward to working with its new clients to achieve their financial objectives.