Queensland Financial Planner

Thanks for all your help over the years Ross... It's always a pleasure meeting up with you anytime but I appreciate the effort you have put in to manage my super. More th ... more

I have been dealing with Shelly for my financial planning needs for several years. She is an expert in her field and takes the time to build lasting relationships with he ... more

You are always made to feel welcome by pleasant and friendly staff when visiting Enlightened nothing is too much trouble, my wife and I are very comfortable entrusting ou ... more

Jeff at Morgan Finacial Springfield is a wealth of knowledge, friendly and professional and always willing to help. Im happy to highly recommend him

Greg's level of professionalism and enthusiasm to ensure we are in the best financial position we can be, is second to none. Greg goes above and beyond and is very approa ... more

Beautiful and caring people.. highly recommend .

I have spoken with Paradise since my last negative post. They ran me through everything that was going on with my portfolio and explained the lack of performance. I am ha ... more

20 years ive been dealing with this company. I appreciate you guys so much, thank you Tamara for the amazing coffee, thank you Jared and Chichi for always taking care of ... more

Working with the Profectus team has been an excellent experience. The level of knowledge they have and the level of guidance, transparency and honesty my partner and I ha ... more

Without a doubt the best experience I've had with a finance company. Ezra looked after me from start to finish and went above and beyond with the service. Sound advice an ... more

We have been with Bailiwick for about 20 years and all I can say is how lucky it is that we changed over to them! Not only are they excellent accountants but they are the ... more

Positive: Professionalism, Responsiveness, Value

Don't pay anything to this company! Once you paid him in advance then don't expect will get refund. His license has been suspended by Tax Practitioner Board.

My family and I have professionally and personally known Brad for over 12yrs. Brad has a broad knowledge of the financial services industry spanning over 20yrs. He is a ... more

Positive: Professionalism, Quality, Responsiveness, Value

Very efficient and friendly company. I used their service to sell a block of shares and I would recommend Tim to anyone.

I have known, and been a client of the FB Wealth Management team since 1992. I have nothing but praise for their professional, independent advice and services. They are ... more

Steve helped us buy our dream home and helped us again when we re-financed to carry out our reno's. We are very happy with with the professional service and advice Steve ... more

JEM wealth offers an incredible service, combining excellent financial advice with genuine customer care.

Positive: Professionalism, Quality, Responsiveness, Value

Awesome accountant, Steven and the team are great to deal with, offer great advice, and take the time to really understand your unique situation. Highly recommend!!

I was sold insurance policies by Ken that rose from 317 per month to 561 per month 2 years later. He failed to tell me of the increases and due to the cost rise I had to ... more

Extremely disappointed by Craig's lack of understanding/professionalism. We were using Craig to help us get our first home loan as first home buyers we didn't know the in ... more

Wahlstrom Financial Services has provided excellent service over a number of years. As a retiree, they give me peace of mind that I shall have the best return possible on ... more

We highly recommend! Carey was knowledgeable, super efficient, friendly and easy to deal with! We can't thank her enough for making this whole process so simple.

I never recommend AWSM as Credit License provider. I was a credit representative of AWSM for approx. 20 months and my experience was terrible. I found very difficult to r ... more

After being referred to these guys by a good friend we had an initial meeting in early Sept , after which we were told we would receive a report and recommendations rega ... more

I have found Terry most helpfull on many occasions

I have been contracted to be with energy super for more than 10 years and have enjoyed the benefits of a fund set up for the electrical industry. However since the take o ... more

Critical: Quality

TFC Financial, in particular Joshua Snell (our new adviser) were very thorough in establishing our goals and providing advice on how we could achieve them. Josh listened ... more

Very happy with outcomes

As solicitors, we deal with quite a few brokers- David and his team really go above and beyond for their clients. They are an absolute pleasure to work with

Great experience with Ellerfield. Very honest and put the clients needs and goals first. Highly recommended

Snake Oil Salesmen - The advice given has done nothing but cost my SMSF money since day one. Yes - Dave we were unsophisticated investors as you put it and relying totall ... more

Fantastic team, great service. Highly recommend.

This is a scam! I moved all of my super and was promised the world. I can't access anything online and all of the contacts and main phone number doesn't ring. Disgusting ... more

AMP bank offering great Term Depsit rates. Application to open account is very quick and easy. Great communication.

I have used this mob three times over the years. This time service is poor very disapointed I wil not be back

Critical: Value

Thank you so much for your excellent advice on the property investment that we talked about. Good information is the most valuable commodity in the world, they say!

Poor advice cost us millions.