Sydney based financial adviser David Heyworth, of Edney Ryan Wealth Management, has been named Hillross Adviser of the Year while Victorian regional practice Hillross Horsham has taken out Advisory Firm of the Year, at the Hillross Awards Program ceremony in Brisbane last night.
In a new category, Western Australia’s Perry Lelati of Pi3 has been awarded Hillross New Adviser of the Year.
The Hillross Awards Program recognises advisers and advisory firms across the country for their high levels of professionalism, wealth management expertise, customer service and business efficiency.
For Hillross Managing Director Hugh Humphrey the awards are a chance to recognise the high standards of professionalism across the Hillross advice network.
“All our nominees have contributed the highest levels of service and quality advice to their clients, while contributing to the wider community and the profession as a whole,” Mr Humphrey said.
Adviser of the Year
Hillross Adviser of the year David Heyworth has been a Hillross adviser since 2005 and joined Edney Ryan Wealth Management in 2008.
Mr Humphrey said Mr Heyworth was a deserving winner and the overwhelmingly positive feedback from his client base is testament to this.
“David upholds the highest of professional standards and manages to carefully balance the needs of his existing clients while growing his business for the future,” said Mr Humphrey.
Advisory Firm of the Year
Mr Humphrey said Hillross Horsham receiving the Advisory Firm of the Year award showed how quickly the practice had become a significant part of the network. Formed in 1990 and formerly part of the IRIS group, they joined Hillross in 2011.
“Hillross Horsham is a focused and energetic practice with a commitment to delivering the best client experience possible, along with ensuring ongoing staff development and strong involvement in their local community,” Mr Humphrey said.
New Adviser of the Year
Mr Humphrey said the new category was introduced in response to strong growth across the Hillross network.
“After joining Hillross 18 months ago, Perry has worked on growing his business while also demonstrating outstanding commitment to clients – with a strong focus on the client experience – as well as to the local community,” he added.
The awards are open to financial advisers with a Certified Financial Planner qualification and advisory firms across the Hillross network. The winners are determined by an expert panel of industry representatives, including Mark Rantall, Chief Executive Officer of the Financial Planning Association (FPA).
