Queensland takes out honours in Centrepoint Alliance 2018 Advice Firm of the Year Awards

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Two Queensland firms have taken top honours in this year’s Centrepoint Alliance Advice Firm of the Year awards, announced during the Centrepoint Alliance Annual Partner Summit, which was held in Hanoi last week.

Sunshine Coast firm, Ethica Private Wealth Specialists, was named Advice Firm of the Year (gross revenue less than $1M), and Brisbane firm, Financial Advice Matters Group, was named Advice Firm of the Year (gross revenue in excess of $1M).

Ethica Private Wealth Specialists beat finalists, Centaur Financial Services and Convergence Wealth Management, to take out their category. Michael Goodwin accepted the award on behalf of his firm and thanked Centrepoint Alliance and his Management Consultant, Jason McArthur, for ‘making us look at ourselves’ and for ‘pushing us outside of our comfort zone’.

Darren Smith, CEO of Financial Advice Matters Group, said the award was ‘unexpected’ and ‘meant a lot’. He thanked his team at Financial Advice Matters Group for all their work and congratulated the other finalists in his category – Citadel Wealth Solutions and Stephens Plattfuss & Co Financial Services – saying, “it’s great to be associated with some great businesses.”

Group Executive Advice, Soula Cargakis, said this year’s awards, which were independently administered by Business Health, are an indicator of the high quality of advice firms in Centrepoint’s community.

Ms Cargakis said, “Stephens Plattfuss & Co Financial Services were actually the category winners of last year’s Advice Firm of the Year (gross revenue less than $1M). It’s just fabulous to see them as a finalist in Advice Firm of the Year (gross revenue in excess of $1M) this year and is a wonderful demonstration of their success. I’m thrilled that Centrepoint has been able to play a role in helping them achieve that.”

Angus Benbow, CEO of Centrepoint Alliance and member of this year’s judging panel, said all the award winners and finalists should be proud of their achievements and recognition. He said the judging panel, which also included Ray Henderson of Business Health, Phil Kewin of AFA, and Simon Hoyle of CoreData, were impressed with the quality of firms they judged.

Mr Benbow commented, “Taking part in the Advice Firm of the Year awards for the first time has been a great experience and my congratulations go to all the winners and finalists. It takes courage and confidence to put your business forward to be judged and I applaud all the advisers in our community who submitted entries for doing so. The quality of businesses being run by the winners and finalists are a credit to our community.”

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