We are truly grateful, We just wanted to take the time to make sure everyone knows what a wonderful job Phil Elliot has done. We have been so impressed with his service from driving 150km round trip to meet with us and ultimately help us turn our situation all around when we thought it was impossible.
We believe Phil Elliot embodies every quality we’d want in a representative of YBR from Phil’s customer service, financial knowledge and ability to really help us achieve our desired outcome.
Phil, thanks a million and many more millions in the future
Jebadiah & Grant
My super was tied up with two different funds and I wasn't happy with the service I was getting. I contacted Yellow Brick Road Frankston to ask for some financial assistance.
Mike, one of the wealth managers, work with me to create a plan which I found really helpful and it has given me achievable goals to work towards.
I have been able to contact Mike directly whenever I needed to ask for further advice. I have never had this level of service before!
I also love the fact that there is continuity with Mike being my own financial adviser.
I just wanted to mare sure everyone knew what a wonderful job Phil Elliott and the team at Yellow Brick Road Frankston have done in helping with my SMSF (self-managed super fund)
I am very impressed with the service provided from driving out a fairly far way to meet with me and ultimately turn my situation all around.
Phil embodied every quality we'd want in a representative of Yellow Brick Road from customer service, financial knowledge and ability to really help achieve the desired outcome.
I will be referring Phil on to anyone and everyone i know.
Just a brief note to congratulate Frankston Yellow Brick Road for their recent awards. We have never dealt with a broker before, and our situation at the time was somewhat difficult for us but Phil Elliott was wonderful, he was professional but more importantly so approachable. He didn’t make us feel uncomfortable in any way, which we were very grateful for. Again congratulations and well done. Regards VB
Thank-you so much. You have been our little “financial angel” and have made such a difference to our lives. Thank you for going above & beyond with your help,
kind gifts & understanding. You have a lot of kindness coming back to you, I am sure
Amanda, Nick, Oscar & Hudson