Dare Financial Solutions
About the company
Dare Financial Solutions is a financial advice and planning practice in Bathurst, started at the beginning of 2019. Jason Rapley is the Director and Founder. He has more than a decade of experience in the finance industry as a Financial Planner. He is a CERTIFIED FINANCIAL PLANNER® Professional and holds a Bachelor Degree in Business Finance and Accounting.
He holds a Diploma of Finance and Mortgage Broking and is currently completing his Masters degree in Finance. Michael ('Duke') Jelbart provides Administration Support and is currently completing his qualifications in mortgage brokering. The practice works with individuals and small businesses. It provides financial advice and loan services.
What customers say
Based on genuine customer reviews
Dare Financial Solutions draws on the expertise of Jason, whose accurate and personal advice is singled out in client feedback, with one account noting that the guidance has since come to fruition. Michael, the administration manager, is also named for his contribution to the practice.
The business operates from Rankin Street in Bathurst, providing financial advice under the Financial advisers & planners category. Appointments are available Monday to Friday from 09:00 to 17:00, with the office closed on weekends. Reviews highlight professionalism and knowledge in equal measure.
Reviews
Reviews are taken from publicly available sources.
Jason knows his stuff. Michael is a great administration manager
The advise we received from Jason has reached pruition following accurate and personal information in our circumstance.Knowledge and professionalism by Dare is very much appreciated.
Financial advisers & planners in Bathurst compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 5 businesses in this category in Bathurst are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Swift Business Solutions | ★ 5,0 | 4 | No |
| 2 | Dare Financial Solutions (this page) | ★ 5,0 | 2 | No |
| 3 | Breakfree Financial Management | ★ 5,0 | 2 | No |
| 4 | FinAdvice Financial Planning | ★ 4,9 | 18 | No |
| 5 | MBA Wealth Solutions | ★ 4,9 | 34 | No |