Sallis Financial Planning
What customers say
Based on genuine customer reviews
Sallis Financial Planning provides superannuation consulting and life insurance guidance from Stirling Street in Bunbury, with weekday office hours. Kevin, named in the feedback, is described as highly experienced and knowledgeable across financial planning, having spent years in the industry. The account notes that he takes time to understand individual circumstances and to identify a suitable solution.
It also refers to past work on shared clients, and the reviewer adds that using his services personally strengthened confidence in referring new business. The listed specialisms are life insurance agency work and superannuation consulting, and the feedback centres on Kevin's depth of knowledge and the care taken to match advice to each situation.
Reviews
Reviews are taken from publicly available sources.
Kevin is highly experienced and very knowledgeable in all areas of financial planning having worked in the industry for a number of years. He really takes the time to understand your circumstances and to find the best solution for you. I’ve worked closely with him on mutual clients in the past and now having used his services personally I am even more confident referring him new business.
Superannuation & investment in Bunbury compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 3 businesses in this category in Bunbury are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Sallis Financial Planning (this page) | ★ 5,0 | 1 | No |
| 2 | H B Financial Services Pty Ltd | ★ 5,0 | 1 | No |
| 3 | PennyWise Investments (Bunbury) | ★ 4,0 | 1 | No |