Award-winning firm

We are proud to be an award-winning firm. Over the years we’ve won and been a finalist for many awards. We’ve been recognised for our employee wellness and diversity programs, thought leadership programs, and, of course, our advisory services.

 

iFA Excellence Awards Self-Licensed Firm of the Year 2020 (Finalist)

iFA Excellence Awards Self-Licensed Firm of the Year 2020 (Finalist)

iFA Excellence Awards Wellness Program/Initiative of the Year 2020 (Finalist)

iFA Excellence Awards Wellness Program/Initiative of the Year 2020 (Finalist)

iFA Excellence Awards Thought Leader of the Year 2020 (Finalist)

iFA Excellence Awards Thought Leader of the Year 2020 (Finalist)

iFA Excellence Awards Boutique Advice Firm of the Year 2019 (Finalist)

iFA Excellence Awards Boutique Advice Firm of the Year 2019 (Finalist)

Women in Finance Employer of the Year Award 2020 (Finalist)

Women in Finance Employer of the Year Award 2020 (Finalist)

Women in Finance Wellness Program/Initiative of the Year 2020 (Finalist)

Women in Finance Wellness Program/Initiative of the Year 2020 (Finalist)

Women in Finance Financial Adviser of the Year 2019 (Finalist)

Women in Finance Financial Adviser of the Year 2019 (Finalist)

FPA Certified Planner of the Year 2019 (Winner)

FPA Certified Planner of the Year 2019 (Winner)

Financial Standard 50 Most Influential Advisers 2020

Financial Standard 50 Most Influential Advisers 2020