Adviser Ratings in Sydney, Australia | Financial planner

Adviser Ratings

Locality: Sydney, Australia

Phone: +61 1300 889 287

Address: Level 22, Tower 3, 300 Barangaroo Avenue 2000 Sydney, NSW, Australia

Website: https://www.adviserratings.com.au

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• Investing service
• Financial planner

22.01.2022 Life Insurers have a significant role to play, the time has come for the industry to work together to ensure more Australians are seeking retail life insurance #financialservices #financialadvice

20.01.2022 A big welcome to the following advisers who have recently claimed their profile with us and joined the Adviser Ratings platform. Gus Flack, is a financial planner with Set4Life in Wollongong, NSW Archie Figueira is a senior financial planner at Viridian Advisory in their Parramatta office, NSW... Wesley Oliveira a financial planner with Finchoice in Belmont, WA Bill McGee a financial planner at Bridgewood Private Wealth in Melbourne, VIC Scott Pantlin is a financial planner with The Practice Wealth Management Pty Ltd in Parkville, VIC Patrick Quan a senior financial adviser at First Choice Wealth Management in Moorebank, NSW #financialservices #financialadvice

19.01.2022 This week's Ask an Adviser is on Selling A House That Has Lost Value Thank you to Dishna Wijenayake of Brillo Wealth Management Pty Ltd in Melbourne for your contribution... #financialservices #financialadvice

18.01.2022 Our CEO, Mark Hoven finds some positives amongst all the doom and gloom... #financialservices #financialadvice

14.01.2022 Always a great start to the week reading through the positive reviews left for advisers on the Adviser Ratings website, this week’s snapshot. Robert Parente, Dollarwise Financial Services Rob has helped me with managing my finances with such ease. I know I can sleep easy knowing he has my back, Cheryl, Under 35, 5 Jenny Simmonds, Retire by Design Pty Ltd I have complete faith in Jenny’s recommendations and advice and I am living the best life thanks to her!, Narell...e, 56-65, 5 John Small, Small & Gunn Pty Ltd The attributes I like best about John is that he is pro-active. He approaches you about opportunities and changes and doesn't rest on current performances, David, 56-65, 5 Gavin Glozier, Your Wealth Hub Gavin helped us to put a proper financial strategy in place...to help us achieve our goals. He is wonderful to work with, John, 35-45, 5 Christine Atencia, Nexia Australia Christine always has her client's best interests at heart. She is smart and passionate about what she does, Greg, 46-55, 5 Lisa Scott, Bridges Financial Services Through Lisa's knowledge and experience, I feel very confident that the advice given was right for my needs. Thank you so much Lisa, Elmira, 35-45, 5 #financialservices #financialadvice

10.01.2022 Our 'Ask an Adviser' series continues, this week advisers responded to Hannah with her query on investing in property on a $50k salary. Big thank you to the following contributing advisers.... Jo Brassett of Insurance Advisory Service (NSW) in North Sydney... Eric Walters of Continuum Financial Planners Pty Ltd in Upper Mount Gravatt, QLD. Michael Khouri of Better Financial Planning Australia in Milton, QLD Jordan Vaka of PlanningSolo in Malvern East, VIC #financialservices #financialadvice

10.01.2022 This week’s snippet of happy client’s that have left reviews for their advisers on the Adviser Ratings website Paul Katranis, SA Wealth Group Paul has provided the best options for us after thoroughly looking through them and helped us get into the right direction to achieve our goals as a family, Diarna, Under 35, 5 Bronwen Batty, United Advisory Bronwen has always explained things to me in a clear and concise manner. Through Bronwen's knowledge and experience, I f...eel very confident that the advice given was right for my needs, Chris, 65+, 5 Tegan Delmoro, Insight Wealth Planning Tegan gave me all the tools I need to continue to make the right financial decisions. Tegan explained everything so thoroughly and made my overall experience with a financial adviser very pleasant!, Demme, Under 35, 5 Stephen Thynne, Veracity Wealth Planning - Stephen was so easy to deal with. He answered all my questions clearly and if he didn’t know the answer he would find out and get back to me straight away, Mark, Under 35, 5 #financialadvice #finanialservices

09.01.2022 It is with a heavy heart we announce, Mark Hoven's departure from Adviser Ratings... #financialservices #financialadvice #sorelymissed #nextadventure

06.01.2022 Some of this week’s reviews from happy clients posted on the Adviser Ratings website for the advisers. By advisers claiming their profile with us, their clients can rate and review them on how great their experience was. Miral Thakker, Thakker Financial Services I have worked with other financial advisors in Perth before and none come close to Miral's professionalism, efficiency & caring. He provided me a fantastic & thorough statement of advice report, Guilherme, 35-45..., 5 Michael Coorey, Strategic Planning Solutions Through Michael's knowledge and experience I was able to build up a solid amount of super which enabled me to move into a retirement village and be comfortable for the remaining years..., Christine, 65+, 5 Patrick Quan, First Choice Wealth Management Patrick has always provided exemplary advice and service at different stages of our lives, providing the best financial position for us both pre- and post-retirement, Julia, 65+, 5 **shoutout to Patrick Quan who received 14, 5 ratings this week** Lynde Adams, Mulcahy & Co - Thank you Lynde for your hard work. I am very happy with your advice and guidance and suggestions. Will be encouraging family to see you as well. Keep up your good work, Paul, 46-55, 5 #financialservices #financialadvice

02.01.2022 Adviser Ratings survey results from advisers on the cost of financial advice has prompted a call for a financial advice subsidy for small businesses.... #financialadvice #financialservices