Recommend Financial Advisor?

[Guest KarenR]

Hi,

I've looked around the threads of M&F but can't see if anybody uses or can recommend a good FA in Adelaide?

Just thought it may help with the mortgage, car and general day to day living.

Thanks

Karen

[Guest soggy]

Hi,

I've looked around the threads of M&F but can't see if anybody uses or can recommend a good FA in Adelaide?

Just thought it may help with the mortgage, car and general day to day living.

Thanks

Karen

 

Hi,

I used Graham Hebbard to set up my mortgage for investment property while in the UK, I met with him when I got to Adelaide and he gave me lots of advice, not just about finance he answered questions on all subjects, he even reccomended we did not get a mortgage from him for our home but to rent for 6 or 12 months to make sure it's the right place for us. He works at Logic finance, email graham@logicfinance.com.au 08 8232 7272.

 

I am also about to buy a business and will be using waters+younger accountants,tax agents,+ business advisors, they have been reccomended to me, there fees seem fair but as I have not worked with them yet cannot say anymore than that, I will later if I find them very good or very bad !

 

Simon

[andy and lindsey]

Hi we used a guy called Andrew Thompson to sort our mortgage and we were very impressed. He came to our house on an evening (when the children were in bed - thankfully) found us the best deal and helped us sort everything out - with us every step of the way and really did hold our hand. He has sorted quite a few mortgages out for people still in the UK too - Comes highly recommended!

 

Andrew Thompson - andrew.thompson@loanarranger.com.au

Tel 8398 0471

 

Hope that helps

[Guest Roo1]

Greg Mason knows his stuff and a few PIA members have recently been in touch with him before coming out to Adelaide.

 

Check out his website

 

www.masonmanagement.com.au

 

Judi x

[Andrew from Vista Financial]

Hi

 

Not sure if you have managed to sort anything out yet regarding a Financial Advisor, I was a qualified Bank Manager/Mortgage Advisor with Alliance & Leicester for four years and a Financial Advisor with Natwest for three years. I moved to Adelaide with my Fiancee in November. I am now a qualified Financial Advisor having undertaken all the required Diplomas and certificates etc and have also passed my Mortgage Broker qualifications. I am working in a private practice in Payneham, which is a few minutes drive from the city. I would be happy to talk with you if you have not found anyone as yet.

 

Andy

[Guest Libby1971]

We used a bloke called Scott from the same company as Andy and Lindsey, The Loan Arranger.

 

Really good, no question to small to answer and as they have said, he really did hold our hands all the way through the process. I have recommended this company to quite a few people.

 

Libby

[Guest Chelseadownunder]

I was an IFA in the UK for 9 years and adviser for 16 years in the UK. I still keep ties with the UK iFA and I am an established Financial Planner in Adelaide now. I am a salaried adviser for a large practice near the city and am always here for a chat to PIA members and guests.

Drop me a line if you would like a chat.

All the best.

Steve

[The Flinns]

Hi Karen

 

I have pm'd you

 

Howard