The annual event, held this year at the National Gallery of Australia, recognises advisers and advisory firms across the country for their high levels of professionalism, wealth management expertise, customer service and business efficiency.

Adviser of the Year
Jonathan’s ability to look out for the client’s best interests and challenge the way things are done caught the judge’s attention. Professionalism and acting in an ethical framework are at the heart of every client decision for Jonathan who is a Senior Financial Adviser and Principal at Arrive Wealth Management in Sydney.

Hillross Managing Director, Hugh Humphrey said: “Jonathan’s depth of experience and qualifications combine to provide clients with ‘holistic’ financial advice. It is great to see how every year brings another level of advisor professionalism in financial services. The awards’ recognise the great work our advisers are providing.”

Jonathan is a Certified Financial Planner with the Financial Planning Association and a Chartered Accountant Financial Planning Specialist. In a challenging year for financial advisers, Jonathan’s approach has been instrumental to Arrive Wealth Management success with growth now at pre-GFC levels.

Firm of the Year
Arrive Wealth Management SEQ has maintained its exceptional levels of customer service and financial advice excellence winning the Hillross Firm of the Year award for the second year running.

“Arrive Wealth Management has set the bar high for customer service in financial services. Building strong relationships with clients and performing regular reviews keep clients coming back. Every aspect of its advice and how it has set up its business is the standard all financial organisations should benchmark against,” Mr Humphrey said.

The post Hillross names Adviser of the Year & Firm of the Year appeared first on AdviserVoice.