Your Team

We like clients to get to know as many of the team as possible, so come and say “hello” by clicking on our individual profiles…

Starlight

Our Chosen Charity

Milo the Pug

Super Financial Lead

Frank Rosenhead

Co-Founder

Milo the Pug

Super Financial Lead

Dave Reed

Valuations Officer

Shelley Cordiner

Legal Eagle

Julie Wright

Admin Queen

Ben Cordiner

Co-Founder & Financial Adviser

Dave Reed

Valuations Officer

What our customers say

I've been investing with the company for over 10 years and am very happy... The team is professional, friendly and takes time to ensure I understand the risks and benefits associated with the various offerings.

I am very happy to endorse the company as they have not only given me very sound advice, helped to save me money but also helped me to grow my investments.

I have been a client of the Financial Advice Company for over 5 years and in all of that time I have found the advisors and their administrative staff both courteous and helpful.

The tool used to demonstrate different financial scenarios is fabulous to help plan my future savings and more importantly my future spending!

We have been clients of The Financial Advice Company for ten years. Throughout that time they have provided good financial advice in a professional & friendly manner.

Ben is always extremely courteous and professional taking the time to listen to my changing financial needs. The advice he gives has always been reassuring and has helped me enable my financial plans with my needs always at the forefront. I would highly recommend Ben and his team to provide a true client centred and professional service.

I would like to express my appreciation of the excellent information as well as the time investment you have provided which have helped me to make informed decisions... Your advice and willingness as well as your patience have enabled me to fully understand the choices I can make.

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