Welcome Sovereign Bridge Clients
26th May 2009
Julie Matheson has been a Certified Financial Planner since 1987, after 22 years in the industry she has decided to merge her business with Financial Index Australia.
In doing so, Julie undertook a lengthy due diligence process before selecting Financial Index Australia as the new home for her clients. The existing Sovereign Bridge staff, Rod Goodall and Teresa Anderson are the newest members to the Perth Financial Index office and will be working with the current Perth staff, in particular adviser Robert Chester to ensure a smooth transition and ongoing high quality service.
Robert Chester is an experienced Financial Planner with many years experience in the industry coming from an accounting background.
We welcome the Sovereign Bridge staff and clients and look forward to working with them in the future.
"I am comfortable with the approach of the organisation." Jim Dennis, Adviser - Andrew Rafty
"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
"Easy to understand and provides enough information to know and have confidence in making a further appointment." David Johnston, Adviser - Andrew Rafty
"Presenters put everyone at ease with a sharp and succinct presentation." Desmond O'Shanassy, Adviser - Neville Williamson