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.
Winner: Financial Adviser of the Year / Shannon Smit
Finalist: Marketing Professional of the Year / Vivienne Bethune
IFA AWARDS
Winner: Goals-Based Advisor of the Year / Shannon Smit
Winner: Marketing Professional of the Year / Vivienne Bethune
Finalist: Paraplanner of the Year /Bianca Carroll
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
Winner: Marketing Program of the Year
Winner: Regional Advisor of the Year / Shannon Smit
Finalist: Paraplanner of the Year /Bianca Carroll
Finalist: Marketing Consultant of the Year / Vivienne Bethune
Winner: New Member Firm of The Year
Winner: Office Administrator of the Year / Nicole Wicks
Winner: Professional Development Program of the Year
Winner: Finance Business of the Year
Winner: Office Administrator of the Year / Nicole Wicks
Winner: Multi Service Firm of the Year
