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| Financial Planning and Investment Services |
We wish to inform you that Philip Sharp has resigned and will cease providing advice to clients of Kreston Dormers Financial Services Pty Ltd. We have enjoyed a professional relationship with Phil and we wish him every success.
We will be introducing to you an experienced adviser to ensure a smooth transition. In the meantime, please feel free to contact Adam Nicholson on 02 9231 3456. Adam has been working with us for some time and has knowledge of the systems and processes we have in place and the experience of working with Partners. He will provide you with the level of professionalism and service that you expect.
Adam is supported by a team of professionals (please see attached) to provide the full range of financial services or, if required, can provide advice on specific issues that you might wish to address.
Our Financial Services Model has continued to evolve and now includes an experienced internal Direct Equities & Investment Advisory team as well as having expertise in managed funds and fixed interest. The team is well positioned to provide you with ongoing direct equities investment recommendations, corporate action advice and access to competitive Bank Term Deposit rates.
Kreston Dormers Financial Services Pty Ltd is committed to continuing the high level of service that you have come to expect from us.
If you have any queries or, would like to organise an appropriate time to discuss your financial situation, please do not hesitate to contact Adam on 02 9231 3456.
Kind regards,
Kreston Dormers Financial Services Pty Ltd
Corporate Authorised Representative No. 253320
Authorised Representative of Primestock Securities Ltd
Australian Financial Services Licence No. 239180
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