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Dane has managed our SMSF for some time now and his advice is always clear, well-researched and suited to our goals. He communicates regularly regarding suggested investments, and any other matter that requires discussion.
Dane is very approachable, efficient and reliable, I would have no hesitation recommending him to look after your financial requirements
Vicki
Brisbane
Over several years now I have found that Julian McBean provides an excellent, personalised service of financial and pension planning and advice. I have complete trust in Julian, which contrasts sharply with my previous experience of financial advisors. His advice is impartial and targetted at my best advantage, which I greatly appreciate.
David Jenkins
Brisbane
My husband and I have relied on Anoma's knowledge for all our financial planning needs. She has made the process easy to understand and follow and kept me informed at every step of the way. I highly recommend her to anyone who wants someone kind and understanding with all the answers to the questions you have.
Miriam
Brisbane