Samantha Robinson
Consultum Financial Advisers (Consultum) has recognised the work of advisers within its network, presenting several awards at its recent annual conference in Vietnam.
Accepting the highest individual award, ‘Adviser of the Year’, was Anthony D’Alessandro of Victorian-based, Required Financial Services.
‘Practice of the Year’ went to Lifetime Private Wealth of NSW and Samantha Robinson from Pursue Wealth clinched the ‘Rising Star Award’.
Both Simon Lu and Christian Egan from BFF Financial in NSW accepted the ‘High Achiever of the Year’ awards.
Commenting on the awards, Joe Botte, CEO of Consultum said: “Congratulations to all of our winners this year. We’re proud to have such a great network of advisers who are focussed on delivering professional excellence and quality advice.
“These awards acknowledge those who have demonstrated leadership and innovation in helping clients achieve their financial and lifestyle objectives. This year, we’ve also had the honour of celebrating our ten-year anniversary.”
The judging criteria for Consultum’s awards is based on demonstrating excellence in areas such as professionalism, advice outcomes, client satisfaction, financial performance and contributing to the financial literacy of clients.
The 2016 Consultum award winners are:
- Adviser of the Year Award – Anthony D’Alessandro, Required Financial Services, VIC
- Practice of the Year Award – Lifetime Private Wealth, NSW
- Rising Star Award – Samantha Robinson, Pursue Wealth, VIC
- High Achiever of the Year Award – Simon Lu & Christian Egan, BFF Financial, NSW
- Practice Growth Award – Whitehorn Polglase Financial Planning, WA
- Productivity Award – Calder Wealth Management, SA