FinancialAdvisor.com.au

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Karina Danke

via Google

James provided my husband and I a clear understanding of what our options are to achieve financial security and freedom in the first 'free of charge' session. However we are not in the position to do the financial plan right now, we must do it, if we want to optimize our resources and opportunities, and achieve our goals. We believe he's is very experienced and most capable of setting us up in the 'most efficient' direction.

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Marta Bonzanini

via Google

I highly recommend James as a financial advisor. He's very knowledgeable and passionate about what he does, as well as being clear in communication and patient in explaining things in a simple way. He and his team have been very helpful and prompt in assisting me even when I moved overseas and I always felt like I was in good hands with them.

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Robert Bentley

via Google

For years I have struggled to navigate my way through the complex world of financial investment advice trying to understand the impacts to Superannuation, Taxation and which investment products are best for for my SMSF. I can’t tell you enough how much a relief it is, to now have the right financial professionals looking after my financial future. Since day one Xavier Lo my broker has always put my interests first, guided me through the recommendations behind the investment strategies, provided the right Tax advice along with the investment options that best suit my circumstances, which is so refreshing. I cannot speak highly enough of Xavier Lo - he is extremely professional, knowledgeable, financially savvy, very responsive and a great asset to the Financial Advisor team. I feel the weight has finally been lifted off my shoulders!! If your financial advisor isn’t looking after your interests I can highly recommend Xavier Lo and the Financial Advisor team.

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Kitty Parker

via Google

James' expertise in his field is exceptional. A top quality financial advisor whom handles the financial affairs of both myself and my clients. I have no hesitation in recommending James' financial services to family and friends alike.

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Lauren Gordon

via Google

Je travaille avec James depuis six ans et j'ai trouvé qu'il était sympathique, professionnel, compétent et soutenant dès le premier jour. James offre un service personnalisé, donc je sais toujours qu'il a mes intérêts spécifiques à cœur et qu'il offre ce qui est le mieux pour ma situation et mon avenir, ce qui me donne confiance en sachant que mon avenir financier est entre de bonnes mains.