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Client Servicing Company of the Year.
Self-licensed Firm of the Year.
ifa Excellence Award.
Thursday was a significant night of celebrations at the Independent Financial Advice (ifa) Awards in Sydney.
Amongst our peers, we were honoured to be crowned the winner of three prestigious national awards. Here are a few words on each award:
The Client Servicing Company of the Year recognises our commitment to making a difference to our clients and providing a market-leading client experience.
The Self-licensed Firm of the Year recognises the combination of business growth, client success and exemplifying professionalism.
The ifa Excellence Award is our version of a gold logie. The winner demonstrates exceptional performance, innovation, and leadership; setting a benchmark for excellence in the financial advice industry.
We were also a finalist for:
- Best Financial Advice Employer
- Holistic Adviser of the Year (Ellie Forfam)
- Young Adviser of the Year (Josh McGrath)
- Newcomer of the Year (Josh McGrath)
Since Day 1 in 2015, we've been on a mission to turn the traditional cookie-cutter approach to financial advice into something much more valuable. At no stage along the journey, have we been motivated by recognition or awards, but we'll take both when they fall our way.
We wouldn't win anything without having great clients who put their faith in our team to help them turn their hard work into more freedom and security. We love working with you, and supporting you and your families on your own journey through life.
With gratitude,
Corey Wastle
CEO
