The leading individuals and groups in the non-aligned advice space have been crowned at the 2019 ifa Excellence Awards.
On Friday, 6 September at the Four Seasons Hotel in Sydney, Pinnacle Advisory director and co-owner Jason McFadden took home the prestigious ifa Excellence Award – Individual after also winning the first gong of the evening, for Client Servicing Individual of the Year.
Sydney-based advisory Stanford Brown, led by chief executive Jonathan Hoyle, was named the ifa Excellence Award winner in the group category.
GPS Wealth was named Dealer Group of the Year and Lifespan CEO Eugene Ardino was named Dealer Group Executive of the Year.
A full list of the winners can be found here.
Partnered by Colonial First State, the 2019 ifa Excellence Awards is now in its sixth year and were proudly brought to you by Momentum Media.
“On behalf of ifa I would like to congratulate all of this year’s finalists and winners. Celebrating excellence in the profession is an important thing to do for an industry in the process of a major transformation,” ifa editor James Mitchell said.
“It shows those practices across the country and the advisers who may be struggling personally as well as professionally that their work is recognised and should be praised. The positive impact you have on the lives of your clients is, unfortunately, a story that is seldom told.”
Mr Mitchell pointed to the findings of the ifa Client Experience Survey, which found that 94 per cent of advice clients are very satisfied and 95 per cent trust their adviser.
“The results also show that the vast majority of clients would recommend you to a family or friend,” he said.
“The proof is in the pudding; despite the constant negative press and radical reforms, financial advisers across Australia are being championed by their clients.”
Leading education provider, Kaplan Professional, is offering 10 Women in Finance Scholarships in 2022, following positive engagement with the initiati...
Companies, investors and other stakeholders have been urged to provide feedback on draft sustainability reporting standards.
The corporate regulator said the adviser failed to prioritise his clients’ interests over his own.
Get the latest news! Subscribe to the ifa bulletin
Get notifications in real time and stay up to date with content that matters to you.