l have known Diana for some 8 years, as my wife and I have been very fortunate to be clients utilising their services in all forms of wealth management areas that we have required. These areas include but are not limited to Lending, Superannuation, Insurance policies and cash flow management. In all areas, Diana and her team have excelled in terms of subject knowledge and the provision of up-to-date information.
We have always been welcomed when visiting the Southport office for discussions and in doing so we have always felt that we were treated much more than a client even when only needing to obtain correct information and the best possible advice.
Diana always displays a pleasing personality coupled with an excellent bearing and courteous manner. I would most certainly recommend Diana and her team to all that I know if they wish to receive exceptional competence in all areas of wealth management and outstanding customer service.

Max