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)

Hewison & Associates was named Best Financial Planning Practice in Australia (mature practice category) in September 2009.

This award is particularly important to us as it recognises our focus on client service, outcomes and our commitment to state of the art systems, and it is judged via a rigorous process.

Smart Investor Masterclass puts Hewison Private Wealth Adviser in Australia's Top 10

Hewison Private Wealth's Private Client Adviser, Chris Morcom was recently named one of the top 10 advisers in Australia, in the 2012 Australian Financial Review Smart Investor Masterclass. 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 Morcom and Simon Curtain another Private Client Adviser have previously been named in the top 50 Advisers for 2010 - 2011 in the AFR Smart Investor Masterclass.

Asset Innovation / Australian Financial Review Award 2007

Finalist - Client Management Practice of the Year

Special mention - Sales and Marketing

We were again recognised for our client focus and commitment and sales and marketing incentives via website development.

Asset Innovation / Australian Financial Review Award 2006

Winner - Technology and Software Award

Winner - Client Management

These awards recognise our innovations and commitment to technology development and efficiency and our high level of client/service delivery.