David Rodgers has been my financial adviser for 5 years.  During this time I have been most impressed by his foresight, attention to details and regular consultation with me on matters affecting the management of my superannuation and other investments.

His suggestions concerning placement of funds are always considered and relevant background research is preferred to enhance understanding. Discussion of fees is frank and proposals to obtain more advantageous terms are raised thus enhancing the value to the financial advice provided. I have referred 2 friends to David and have no hesitation in recommending him to others as and when needed.

RW – 9 August 2013