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ifa excellence awards 2016

2016 ifa Excellence Awards

JTB Studios
Private Client Adviser
7 Jun 2016

Hewison Private Wealth is pleased to announce that it has been shortlisted for Boutique Firm of the Year at the 2016 ifa Excellence Awards.

The ifa Excellence Awards recognise professional excellence in Australia’s independent and non-institutionally aligned financial advice sector.

Andrew Hewison, Managing Director said the firm is delighted to be in the running for a number of awards this year.

“We strive for continual improvement, not just for our business but for whole profession, and being shortlisted is nod to us that we’re going in the right direction,” Mr Hewison said. 

“I’d like to thank our staff for their hard work and professionalism, and our clients for all of their support in this past year. The passion of our staff ensures that we maintain the highest industry standards, a vision that we are proud to share and work towards with our clients.”

In addition to Boutique Firm of the Year, four Hewison Private Wealth advisers have been shortlisted for awards across three further categories:  

  • Simon Curtain, Innovator of the Year
  • Simon Curtain, SMSF Adviser of the Year
  • Chris Morcom, SMSF Adviser of the Year
  • Glenn Fairbairn, Investment Adviser of the Year
  • Nathan Lear, Investment Adviser of the Year

Hewison Private Wealth has enjoyed success in the last two years, winning ‘Boutique Firm of the Year’ in 2014 and ‘SMSF Adviser of the Year’ (Chris Morcom) in 2015.

We wish all advisers best of luck for the awards luncheon, to be held in Sydney on 12 August.

Hewison Private Wealth is a Melbourne based independent financial planning firm. Our financial advisers are highly qualified wealth managers and specialise in self managed super funds (SMSF), financial planning, retirement planning advice and investment portfolio management. If you would like to speak to a financial adviser on how you can secure your financial future please contact us 03 8548 4800, email info@hewison.com.au or visit www.hewison.com.auPlease note: The advice provided above is general information only and individuals should seek specialised advice from a qualified financial advisor. The views in this blog are those of the individual and may not represent the general opinion of the firm. Please contact Hewison Private Wealth for more information.