I had a really helpful and professional call from James today. He took the time to understand my current trading account from CommSec (and helped me to understand it too) and was able to advise me how to improve my account. James was cheerful and connected well with me, I feel I’ve walked away with a much more appropriate trading account that is much safer for myself and my families needs. James has made me feel assured and confident that my family will be financially supported should anything happen.
5 years ago
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