Opal Wealth Management - Mona Vale (NSW)

Andrew Hall Mr David Haseldine operates a Financial Planning business named The Updated Investor. He operates from offices in Five Dock and lives locally. My wife and I have used the his services for approximately 4 years. We have found David to be very knowledgeable about finances and business in general. He operates with honesty, integrity and endeavours to achieve the best financial outcomes for his clients. We have found him easy to communicate with and he makes himself available to meet regularly to discuss the performance of our portfolio. We have no hesitation in recommending David if you are looking for a Financial Planner. A & C Hall

Thanh Truong I have been a client of Daniel Nguyen & Associates for many years now. Their service for both my personal tax and SMSF has been extremely professional and timely. Especially Kim, always goes the extra mile to ensure her clients are happy and fully satisfied.

Jay Linsell Have been a customer for a few years now, and have continually received great advice and tips regarding our finances and changing circumstances. Would recommend.