I appointed Daniel Hogben and Stephen Farrell as my financial advisors in late 2013. It takes time before one can judge the full effectiveness of their advice at this early stage, but I would like to state that I have full confidence in Daniel and Stephen's handling of my investments.

Daniel and Stephen have always been generous with their time and listened patiently to my requirements, questions, fears and concerns.

It is difficult to make investing simple and relatively risk-free. We have worked on that as a team and I am happy with the outcome to date.

Mutual respect and trust are paramount during the building and maintaining of the investor / advisor relationship. I have no doubt Daniel and Stephen will retain their current clients and enjoy ensuing referrals as they are people of ability and integrity.

It is the investor's personal responsibility to carefully research the financial planning field and choose a financial advisor.
It is wise to confirm that your adviser is a member of the Financial Planning Association of Australia.