Top advisers recognised in annual Hillross, AMP Financial Planning and Charter Awards program

From

Craig Banning

Individual advisers and practices across the Hillross, AMP Financial Planning and Charter Financial Planning network have received top awards to recognise their high levels of professionalism, operational excellence, superior client service and quality advice as part of an annual awards program.

Hillross and AMP Financial Planning Managing Director, Michael Guggenheimer, and Charter Financial Planning Managing Director, Tim Mitchell-Adams, praised the achievements of the award recipients.

“We know the real difference financial advisers can make in helping people plan for a more secure future. These awards acknowledge advisers and businesses which are leading the way in helping customers achieve their financial goals through quality advice,” said Mr Guggenheimer.

AMP Financial Planning, Hillross and Charter advisers can nominate colleagues or self-nominate for the awards, with submissions assessed by a panel of industry experts.

Clients of the finalists for AMP Financial Planning and Hillross were also surveyed by an independent research specialist, Beddoes Institute, to assess client satisfaction as part of the judging process.

AMP Financial Planning

Navwealth Financial Group located in St Leonards, NSW won Practice of the Year for demonstrating the highest standards of professionalism, operational excellence and client service. Led by Craig Banning, Navwealth was also a finalist for the AFA Practice of the Year award category in 2016.

“The team at Navwealth are really focussed and passionate about helping their clients reach their goals on purpose, and not by accident. The practice is an outstanding example within the profession,” Mr Guggenheimer said.

AMP Financial Planning also recognised the following advisers for their contribution to advice and the community:

  • Adviser of the Year – Esther Althaus, Perspective Financial Solutions, South Yarra, VIC
  • New Adviser of the Year – Scott Miller, First Class Wealth, Sydney CBD, NSW
  • New Practice of the Year – First Class Wealth, Sydney CBD, NSW
  • Value of Advice – Amanda Pond, Puddle to Pond Financial, Nowra, NSW

Hillross

Coral Coast Financial Planning located in Cairns, QLD won both the Advisory Firm of the Year award and the Financial Freedom achievement award, recognising the practice’s ongoing delivery of high quality advice and leading client service.

Led by Craig Armstrong, the firm prides itself on its long-term financial relationships.

“The practice’s long-standing client relationships is testimony to the high-quality financial planning advice and service it provides,” Mr Guggenheimer said.

Hillross also recognised the following advisers for their contribution to advice and the community:

  • Financial Adviser of the Year – Gary Dean, Prosperity Wealth Advisers, World Square, NSW
  • New Adviser of the Year – Jay Murphy, Arrive Wealth Management, Brisbane, QLD
  • Professional Excellence – Simon Everett, Elysian Wealth Services, West Perth, WA
  • Service to the Community – Definitive Financial Services, Tony Greenham, Subiaco, WA

Charter Financial Planning

Charter advisers Ray Albright (NSW-ACT), David Dyson (VIC-TAS), Christopher Manthey (QLD), Alex Brown (SA-NT) and Gary Addison (WA) received the 2016 State Advisers of the Year awards for their outstanding work and contributions to Charter.

The 2016 Charter National New Adviser of the Year award winner was Andrew Thomas from Crest Financial Services located in Cook Hill, NSW.

The 2016 National Value of Advice award winner is Ben Law from Exceed Financial located in Kangaroo Point, QLD.

The prestigious Gerald Lippman Perpetual Trophy for 2016 was awarded to Andrew Harris of Minerds Bell Consultancy Group located in Kingswood, SA. The Gerald Lippman Perpetual Trophy is awarded each year to the adviser that is judged to have made the greatest contribution to the progress of Charter during the past 12 months in areas such as professional and business development, industry involvement, community activity, marketing and promotion.

“‘My favourite time of year is when the Charter community comes together to honour our highest achievers. It’s always so great to hear the advisers share their stories and how the valuable advice they provide is making a real difference to so many people,” said Tim Mitchell-Adams.

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