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IFA Awards

Hewison Private Wealth wins ‘SMSF Adviser of the Year’ at the ifa Excellence Awards

JTB Studios
Private Client Adviser
15 Aug 2016

Congratulations to Chris Morcom, Director & Private Client Adviser, who for the second year running took home the award for ‘SMSF Adviser of the Year’ at the ifa Excellence Awards on Friday 12 August. 

The ifa Awards celebrates best practice in the provision of financial advice and business acumen of Australia’s independent financial advice sector. They are the only industry awards in Australia that are dedicated exclusively to boutique and non-aligned financial advisers. 

Chris has been with Hewison Private Wealth for more than 19 years and is a valued Director and equity partner. Similarly to all Hewison Private Wealth advisers, Chris is a SMSF Specialist Adviser accredited by the SMSF Professionals Association of Australia.

Hewison Private Wealth proudly attended the ifa Awards in Sydney as a finalist across four award categories including ‘Boutique Firm of the Year’, an honour which we had the privilege of winning in 2014. 

In 2016, Hewison Private Wealth was a finalist in the following categories: 

Hewison Private Wealth               – ‘Boutique Firm of the Year’
Chris Morcom                                –  ‘SMSF Adviser of the Year’
Simon Curtain                                 – ‘Innovator of the Year’ & ‘SMSF Adviser of the Year’
Glenn Fairbairn                               – ‘Investment Adviser of the Year’
Nathan Lear                                     – ‘Investment Adviser of the Year’

These achievements wouldn’t be possible without the support of our valued clients, staff and wider Hewison community. Thank you to our clients for continuing to trust in our advice as we help them achieve their short and long term financial objectives. Congratulations to our staff for continuing to uphold the highest standards of professionalism over the last year. And finally, thank you to the wider Hewison community for their support. 

 

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.