"We felt very satisfied with Ryan personal manner and we felt that our benefits are in good hands with Financial Index" Desley and Keith Jarrett, Adviser - Ryan Carroll
"Presenters put everyone at ease with a sharp and succinct presentation." Desmond O'Shanassy, Adviser - Neville Williamson
"Philip Hart really explained things on our level." Phyllis Scobie, Adviser - John Ives
"Howard is a thorough and meticulous operator and we are very grateful for all the comprehensive advice and tips he already proffers." Mike Mitchell and Bev Whitworth, Adviser - Howard Kemp
"Bill has always been willing and very able to answer our many questions and enquiries, and we have always found his responses to be clear, concise, and well informed. His advice and guidance has helped us to significantly improve our understanding of the financial environment in retirement." Paul and Anne-Marie Wight-Wick, Adviser - Bill Waller
"We are entirely happy with what Tom does - his reviews are understandable; he responds promptly to all our questions during the year; he is eminently clear with any proposals for change." - Anthony and Rosemary Ketley, Adviser - Tom Dawes
"I have had the pleasure of knowing Mr Jarick for quite a few years now and he is always professional, informative and obliging. Wouldn't change anything, customer service is excellent" Adviser - Steve Jarick
"Wonderful clear presentations." Brian 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
"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
"We feel that Matt has our best interests at heart and understands what we need" Robert and Diane, Adviser - Matt Swieconek
"I am comfortable with the approach of the organisation." Jim Dennis, Adviser - Andrew Rafty
"If there was one thing that Dianne would stop doing then the support and advice I receive would not be of such great value." Graham O'Connor, Adviser - Dianne Dash
"Dianne has been our adviser for approximately 11 years and she has always helped us in our decisions - plus her emotional support has assisted us in coping with a very stressful past 6 years." Sandra and Roland Reid, Adviser - Dianne Dash
"Di does everything that we expect and we have a greater understanding of our financial position because of her support and advice." Enid Walker, Adviser - Dianne Dash
"Very happy with Howard and how he looks after and manages our portfolio. He is very thorough and sensitive to our needs. Howard always carefully explains our options and presents it in terms we understand" Nick and Brenda Allan, Adviser - Howard Kemp
Please select from the categories on the left.
Andrew is a fully certified financial planner ...
Rob has worked in the Financial Services ...
Dip Bus (Acc), Adv Cert (Acc), Dip FS(FP)
Pandeli’s professional qualifications include a Diploma of ...
CFP, Dip FP
Alan has 22 years experience in the ...
AFP®, Adv Dip FS (FP), Dip Bus (Bnk & Fin)
Scott’s professional qualifications include an Advanced Diploma ...
Neville has been in the Financial Services ...
Greg has 35 years experience in the ...
Bob has 32 years experience in the ...
B Com, F Fin
Matthew has over 10 years experience in ...
Dip FS (FP)
Wayne believes in building a long-term relationship ...
MFinPlan, Adv Dip FS(FP)
Matthew’s professional qualifications include a Masters of ...
Peter has worked in the Financial Services ...
B. Bus (acc) CPA
Tracey has been working in various financial planning ...
John has been working in the Banking ...
JP, CFP®, GAICD, BEng (Elec), MCom, MBA, DipFP
Tom has 13 years experience as a Financial ...
Dianne E Dash
CFP® BComm CA
Dianne is a Chartered Accountant and Certified ...
CFP®, Dip FP
Howard has over 22 years financial planning experience ...
JP CFP® GAICD
Bill places a high importance in building ...
James holds a Bachelor of Commerce with ...
Stephen is a valued member of the ...
Dip FS (FP)
Ryan Carroll brings a wealth of expertise ...
Dip FS (FP), BCom (Acc) BAppFin
Danny enjoys building long-term relationships and interacting personally ...
Lindsay enjoys interacting with clients both personally ...
Dip FS (FP), BEc
Ben enjoys building long-term relationships and interacting personally ...
CFP, MBA, BSc
Shane has broad industry experience ...
Dip FS (FP)
Jodie has completed a Diploma in Financial ...
At The Forefront
Consistency • Communication • Innovation
Financial Services Licence 240559 ABN 90 094 287 037
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