Our distinction
We’re proud to be recognised within our industry as one of the leading independent wealth management firms.

ifa Excellence Awards

2017

Company awards
•    Best Client Servicing 
•    Boutique Advice Firm of the Year 

Individual adviser awards
•    Innovator of the Year – Simon Curtain
•    Investment Adviser of the Year – Glenn Fairbairn
•    SMSF Adviser of the Year – Chris Morcom
•    Practice Principal of the Year – Andrew Hewison

ifa excellence award logos 2017

 

2016

Winner: SMSF Adviser of the Year - Chris Morcom 
Finalist: Best Client Servicing Firm - Hewison Private Wealth
Finalist: Innovator of the Year - Glenn Fairbairn
Finalist: Investment Adviser of the Year -  Simon Curtain

ifa award logos


2015

Hewison Private Wealth                  – ‘Boutique Firm of the Year’
Simon Curtain                                  – ‘SMSF Adviser of the Year’
Glenn Fairbairn                                – ‘Best Client Servicing – Individual’
Nathan Lear                                      – ‘Investment Adviser of the Year’

ifa logos 2015

 

2014

2014 ifa award logos

Hewison Private Wealth - Winner: Boutique Firm of the Year 
Hewison Private Wealth - Finalist: Best Client Servicing Firm
Simon Curtain - Finalist: Innovator of the year
Glenn Fairbairn - Finalist: Best Client Servicing
Nathan Lear - Finalist: Investment Adviser of the Year
Chris Morcom - Finalist: SMSF Adviser of the Year

 

Financial Review Smart Investor Blue Ribbon Awards 

2016

Financial Review Smart Investor Blue Ribbon Awards 2016

Hewison Private Wealth received the accolade of Highly Commended for ‘Best Private Wealth Manager’ at the 2016 Financial Review Smart Investor Blue Ribbon Awards. It was the only private wealth firm to achieve a commendation in 2016. 

The Awards are widely acclaimed within the finance industry as the most comprehensive and independent evaluation of banking, insurance and investment products. 
 

Financial Review Smart Investor Masterclass for Financial Planning 2013

Hewison Private Wealth Private Client Adviser, Chris Morcom was recently named in the Top 50 Honour Roll in the annual Financial Review Smart Investor Masterclass for Financial Planning 2013.  This is an exam based test for CFP professional advisers.

The exam tests entrants on their knowledge of the relevant rules and regulations and how best to apply them to individual scenarios.  It is based on the idea that the most value a financial planner can provide to individuals is through education and strategic advice, and operates on the premise that the best financial planners have an intimate and up-to-date understanding of the rules and regulations that govern our financial affairs.

Chris has previously been named in the top 50 Advisers for 2010 and 2011, and was named in the top 10 Advisers in 2012.

 

Professional Practice - Financial Planning Association of Australia

Hewison Private Wealth is an accredited “FPA Professional Practice”. This means that we comply with the highest ethical and professional standards as set by the Financial Planning Association of Australia and recognises that all of our professional practitioners are CFP certified.

 

CFP®

CERTIFIED FINANCIAL PLANNER® and CFP® are the highest internationally recognised standard for financial planners. These certification marks are owned outside the U.S. by Financial Planning Standards Board Ltd. Financial Planning Association of Australia Limited is the marks licensing authority for the CFP marks in Australia, through agreement with FPSB.

 

SMSF Specialist Advisor (SSA)

SMSF Specialist Advisor (SSA) is a specialist professional designation awarded by the Self-Managed Super Fund Professional's Association of Australia (SPAA) following successful completion of their specialist advisor accreditation program and fulfilling appropriate experience criteria. 

 

Asset Innovation / Australian Financial Review Award 2009 - Best Financial Planning Practice (Mature practice category)

SMSF Specialist Advisor (SSA) is a specialist professional designation awarded by the Self-Managed Super Fund Professional's Association of Australia (SPAA) following successful completion of their specialist advisor accreditation program and fulfilling appropriate experience criteria.

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