“We are thrilled to announce that five members of our team have been recognised amongst the top 150 financial advisors in Australia by the prestigious Barron’s,” Escala Partners Co-Chief Executive Officer and Partner, Torty Howard, said.

“This incredible honour is a testament to our laser sharp focus on providing unparalleled service to our clients and highlights our vision to excel in the delivery of wealth management services,” she added.

Partner Ben James was ranked eleventh on the list of the top 150 advisors in Australia. James has been with Escala for over a decade and has 27 years’ experience as a financial advisor, during which time he has built up a wealth of clients. This is the seventh time he has been recognised in the top 20 advisor list.

“We would like to extend congratulations to all these outstanding advisors. Their dedication, expertise and ability to build trusted relationships with clients is truly inspiring. We are proud that their efforts to provide exceptional advice to their clients has been recognised by Barron’s,” Howard said.

Other partners included in the list were Amanda Fong (ranked 49th), Travis Pitt (ranked 75th), Tom Meagher (ranked 79th) and Ed Brooke (ranked 105th).

The Top 150 Financial Advisors List is a collaboration between The Australian and American investor magazine Barron’s, also owned by News Corp.

Advisors are ranked based on three general categories – client assets managed by the adviser, fees and revenue generated by their business, and the quality of the adviser’s business – and the listing is based on a survey of 55 questions.

“We will continue to build on our two pillars of growth – to put our clients’ interests first and support the future leaders in the wealth management space. That is our point of difference, offering a completely new experience in wealth management.”

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Travis Pitt has over twenty years of industry experience as a tenured financial adviser providing customised investment and wealth management solutions to ultra-high net worth individuals and families. He is a nationally ranked adviser, having been named to the Barron’s list of Australia’s Top 100 Financial Advisers in 2021 as well as in prior years. Through this transaction, Escala will further increase its presence in the Melbourne market and add to the depth and breadth of its investment advisory team. By joining Escala, Pitt will gain access to Escala’s specialised investment management capabilities and operational infrastructure, continuing his commitment to provide best-in-class services to his clients.

“We are excited to partner with Travis, whom I have known for many years and respect as an outstanding adviser with a commitment to personalised, high-touch client service,” said Pep Perry, CEO and Partner at Escala. “This transaction elevates our organisation with the addition of high caliber leadership and further deepens our presence in the attractive Melbourne and Sydney markets. We welcome Travis and his clients to the Escala family.”

“We are very pleased that Travis has joined the Escala team. Talent acquisition is a central component of the value-added support that we provide to our partner firms, particularly in facilitating the addition of highly experienced advisers who have a long track record of success in serving ultra-high and high net worth clients,” said Rajini Kodialam, Co-Founder and Chief Operating Officer of Focus. “Helping our partners build scale and accelerate their organic growth are essential elements of our value propoposition.”

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