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Philip and Ingrid Davies

Post Date: | Author: Philip and Ingrid Davies
I decided to start educating myself financially and attended a Personal Financial Planning course at Eastern Suburbs Community College which was delivered by Dylan.  I found him to be very knowledgeable across all investment sectors and as a result, my wife and I made an appointment to see him as we had been talking about restructuring our finances but lacked the relevant expertise.
We quickly felt at ease with Dylan and had no problem trusting him with our financial and retirement plans.  He is passionate about his job and we find him to be both professional and personable; he is always willing to answer any questions we have.  He has also helped educate us in the different investment vehicles and as a result, we feel more in control and empowered by this knowledge.  He is also very proactive and has a “hands-on” approach which appealed to us.
We feel very confident that our finances are in good hands and we are well on the way to achieving our financial goals. 
Thank you!
 
Philip and Ingrid Davies.
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