Financial Services Partners announced it’s annual adviser awards at a black tie dinner held at the Raffles Conference Centre in Singapore on September 3. The awards were presented as a part of the dealer group’s annual Study Tour.
The winners:
Adviser of the Year, Peter Smith, APMA Financial Services, VIC
Firm of the Year, Aware Investment Management Group, QLD
Client Choice Award, Carl Warmeant, Intrinsic Financial Planning, SA
Adviser of the Year - Wealth Protection, Christopher Hale, Campbell & Hale Financial Planners, NSW
Adviser of the Year - Wealth Investment, Tracey Tomich, Tomich Financial Planning, QLD
Striving for Professional Standards Excellence, Generations Personal & Professional Advice, VIC
In announcing the Adviser of the Year, Geoff Rimmer, CEO of Financial Services Partners said “Peter and his team run a very professional office in suburban Doncaster. Leading a growing business, Peter focuses on a balance between new business and a strong commitment to service. He has achieved solid growth almost every year he has been in the business. Peter is also a supporter of many community projects within his area.”
In relation to the Firm of the Year, Geoff Rimmer CEO of Financial Services Partners said “The team at Aware Investment Management Group are second to none – they rate highly in all areas of advice covering wealth accumulation, wealth management, wealth protection and wealth transfer. Aware is a business that prides itself on process, accountability and compliant practices. They also strongly focus on the client experience they deliver.”
Financial Services Partners also recognised a number of state award winners for their contribution in terms of commitment to professional standards, contribution made to the greater group and revenue.
State Awards
NSW, Lambert Investments
QLD, Aware Investment Management Group
VIC & TAS, Financial Services Partners Carrum Downs
SA, Integrated Planning Service (SA) Pty Ltd
WA, UNAC - West End Group Pty Ltd
Congratulations to all of the winners and their staff.