Awards

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The Most Awarded Financial Advisory Team on the Mornington Peninsula

Our team continues to receive awards in recognition of our technical expertise and contribution to the industry. We believe the whole team is greater than the sum. We are an enthusiastic and motivated crew who work together providing outstanding client service.


2020

WOMEN IN FINANCE AWARDS

Winner: Regional Professional of the Year / Shannon Smit
Winner: Executive Assistant of the Year / Bianca Carroll
Finalist: SMSF Advisor of the Year / Shannon Smit

IFA AWARDS
Finalist: Paraplanner of the Year /Bianca Carroll
Finalist: Regional Advisor of the Year / Shannon Smit
Finalist: Marketing Consultant of the Year / Vivienne Bethune
Finalist: Marketing Program of the Year

2019


COUNT FINANCIAL PLANNING

Winner: New Member Firm of The Year

2018


WOMEN IN FINANCE AWARDS

Winner: Office Administrator of the Year / Nicole Wicks

AUSTRALIAN ACCOUNTING AWARDS

Winner: Professional Development Program of the Year

OPTUS MY BUSINESS AWARDS

Winner: Finance Business of the Year

AUSTRALIAN ACCOUNTING AWARDS

Winner: Office Administrator of the Year / Nicole Wicks

SMSF & ACCOUNTING AWARDS

Winner: Marketing Program of the Year

SMSF & ACCOUNTING AWARDS

Winner: Small Business Advisor of the Year


2017

SMSF & ACCOUNTING AWARDS

Winner: Multi Service Firm of the Year


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