Advisers were awarded for outstanding examples of financial advice and their contribution to the community while the awards also highlighted strongly performing businesses among AMP’s nationwide network of advice practices.

Individuals and businesses were awarded across the Charter, Hillross and AMP Financial Planning licensee networks.

The awards also recognised the emerging generation of financial advisers as well as stalwarts of the industry through the Lifetime Achievement Awards.

Josh Pegler of KTA Financial Services in Adelaide won the Charter Value of Advice Award for helping a family successfully battle an industry super fund for an insurance claim over their son’s illness.

Prosperity Wealth Advisers won the Hillross Financial Services Pro Bono award for its work providing free financial advice through the Cancer Council Pro Bono Program.

7Wealth in Melbourne won AMP Financial Planning’s Innovation Award for its Wealth Gym program, a “financial boot camp” which helps clients learn how to manage their money more effectively.

Charter & Hillross Managing Director, Chris Digby congratulated the winners and the finalists in each category, saying the stories highlighted the great work advisers were doing for their clients while dealing with unprecedented change in their industry.

“The daily reality of financial advice is revealed in the stories from our winners of helping clients secure their financial futures, supporting their colleagues through challenging times and building great businesses,” Mr Digby said.

AMP Financial Planning acting Managing Director, Brian George said it was particularly pleasing to see Laura Marschke of Jade Financial Group named the 2018 AMPFP Adviser of the Year.

“Laura is a wonderful representative of the growing depth and quality of advisers in AMP Financial Planning,” Mr George said. “When she isn’t expertly guiding clients towards their financial goals, she presents at women’s wealth workshops and provides pro bono advice.”

All The Award Winners

AMP Financial Planning

• Lifetime Achievement: Arthur Graham, Graham Wealth
• Adviser of the Year: Laura Marschke, Jade Financial Group
• Practice of the Year: EJM Financial Services
• Innovation Award: 7Wealth
• Women in Leadership Award: Ester Althaus, Perspective Financial Services
• Cancer Council Pro Bono Award: Vintage Wealth
• Emerging Leader: Michael Gibb, Harrison York

Charter

• Lifetime Achievement Award: Kym Thyer, KTA Financial Services
• Value of Advice Award: Josh Pegler, KTA Financial Services
• Women in Leadership Award: Trina Wood, Green Associates Financial Planners
• Practice of the Year: Minerds Bell Consultancy Group
• New Practice of the Year: Diamond Partners Wealth Management
• Rising Star Award: Brayden Harkness, Silvan Ridge Financial Services

Hillross

• Lifetime Achievement Award: Philip Eley, Plan 4 Financial Services
• Adviser of the Year: Richard Lovell, Leedam Sheppard & Associates
• Service to the Hillross Community: Craig Armstrong, Coral Coast Financial Services
• Value of Advice Award: Michael Ianchello, I Think Financial Group
• Promoting the Interests of Women in Financial Planning: Jane Pryor, Hillross
• Advisory Firm of the Year: Edney Ryan Wealth Management
• Rising Star Award: Rebecca Noonan, Hillross Fairy Meadow
• Pro Bono Award: Prosperity Wealth Advisers

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Hillross has enjoyed a solid year of growth.

Hillross Financial Services (Hillross) has capped off a remarkable year of growth adding seven practices who combined manage a total of over $1 billion in funds under advice (FUA), and seeing significant uptake in its Financial Freedom brand.

Hillross added Sydney based practice JA Hordern in June 2012, with a Melbourne based practice rounding out the additions in June 2013.

Over that time, Hillross also gained Prosperity Wealth Advisers, with offices in Newcastle, Sydney and Brisbane, WA firm Boutique Advisers, Ward Wealth Management in South Australia, Accent Financial Planning in Victoria and Primeplan Securities, who have offices in Victoria and Tasmania.

Hillross Acting Managing Director Chris Digby said the new practices were attracted to the Hillross value proposition and its strong client focus.

“Hillross is delighted to welcome these practices which caps off a great year of growth.  We’ve put a lot of work into making sure we have the right resources in place to support growth in our network,” said Mr Digby.

In addition to the new practices recruited, Hillross has also welcomed 11 new start-up firms, creating opportunities for advisers to commence their own financial advice businesses within the network.

“Our new practices all share a common purpose to deliver quality advice and help their clients pursue their idea of Financial Freedom,” said Mr Digby.

Mr Digby also said he was pleased with the popularity of the Hillross Financial Freedom concept since it was launched over a year ago.

“Since Hillross launched the Financial Freedom branding we’ve seen phenomenal uptake of the concept by our practices.  Feedback from advisers is that the Financial Freedom concept has appealed to clients, enabling financial advisers to show how the value of good advice can help achieve life goals, not just financial goals, and this has been supported by growth in practice revenue,” said Mr Digby.

Peter Nonnenmacher, Director of Hillross practice Macarthur Financial Planning said the Financial Freedom branding had really made a difference in their interactions with clients.

“From the moment they drive in to the carpark, which has a space reserved with their name on it, through to the reception area with images showing that Financial Freedom starts here, our clients are made to feel welcome.

“Many of our clients have been through a challenging few years, and this has really helped change the conversation, providing a more relaxed setting for our customers to really think about their future possibilities,” Mr Nonnenmacher said.

“It’s really about bringing the ‘why’ back into advice, showing clients the value it can bring to their lives rather than being just about pure wealth creation”, added Mr Digby.

At AMP’s half year results in August Hillross reported net cashflows of $536 million, an increase of $550 million on 1H 2012.

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