“Tony Snoyman from Experien has been my financial adviser for the roughly three years since my husband passed away. He has always been professional but also friendly in our dealings. He has helped me to consolidate all my financial information in a fact gathering session early on. He worked out a projection of how much money I have to cover all my costs per month and taught me how to set up a budget for every year. Luckily, I was already used to tracking our spending every month. Along the way Tony helped with answers for my tax accountant and with bringing investments over from Canada. I have peace of mind knowing that Tony is taking care of my investments and superannuation and is helping me plan for my financial future. I can highly recommend Tony as a financial adviser.”

Client in NSW. 29 Jan 2024.

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This is General Information.  You should consider personal financial advice based on your own needs, goals and circumstances before making financial planning decisions. Financial Advice services are provided by Experien Financial Services Pty Ltd (EFS) ABN 32 631 346 757. At the time of writing, EFS is a Corporate Authorised Representative (No. 1274354) of Affinia Financial Advisers Limited ABN 13 085 335 397 AFSL No. 237857.