The Beddoes Institute has announced the winners of its inaugural Most Trusted Adviser Network (MTA) Awards, recognising the best advisers and practices in 2015.
Adelaide-based Wealth Fusion took out the national Most Trusted Practice Award, ahead of SAM Group from NSW and Key Choice Financial Solutions in Perth.
Greg Lourens from SAM Group won the national Most Trusted Adviser Award, ahead of Debbie Hudson from Wealth Fusion and Andrew Hollow from AHS Financial in Melbourne.
Hillross Fairy Meadow from NSW took out the national Most Recommended Practice Award, ahead of Mr Insurance in Queensland and Wealth Fusion.
David Reed from The Retirement Advice Centre in Sydney won the national Most Recommended Adviser Award, ahead of Katherine Hann from Affinity Financial Planning in Adelaide and Andrew Hollow from AHS Financial.
Awards were also given for Technical Expertise, Communication and Interpersonal Relationships, Client Engagement and Client Service.
"The MTA awards are based on 3,750 advice client ratings across 137 of Australia's top MTA advisers and 64 MTA practices," said Beddoes Institute director Rebecca Sheils.
"Adding further to the robustness of the award process, advisers and practices needed at least 20 client ratings and a response rate of more than 30 per cent to be eligible for an award."
Ms Sheils said to be named an MTA Awards finalist or winner is incredibly prestigious, particularly in the current environment where consumers want greater reassurance that they have chosen the right adviser to trust.
She also said that common to all award winners were consistent strengths across key attributes, including client trust, advocacy and willingness to recommend to family and friends.
SUBSCRIBE TO THE IFA DAILY BULLETIN
- 19 Dec 2018Advice bodies reach code monitoring agreementBy Adrian Flores
- 18 Dec 2018Court lays charges against former Sydney adviserBy Adrian Flores
- 19 Dec 2018Fiducian buys Vic financial planning businessBy Sarah Simpkins
- 18 Dec 2018ASIC permanently bans Victorian adviserBy Adrian Flores
- 18 Dec 2018Melbourne-based dealer group loses AFSLBy James Mitchell
- 18 Dec 2018AFA appoints new chair of women advocacy bodyBy Sarah Simpkins
- view all