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ifa Excellence Awards 2021
Independent Financial Advisers

News | Finalists in 8 categories in the 2021 ifa Excellence Awards

JTB Studios
Private Client Adviser
27 Aug 2021

Hewison Private Wealth shortlisted, once again, for the ifa Excellence Awards.

On Tuesday 24 August 2021, we were named 2021 finalists in two company categories of Self Licensed Firm of the Year and Client Servicing Firm of the Year.

In addition, nine Hewison Private Wealth team members were also named finalists across 6 categories.

Congratulations go to:

Alison Dellow – Young Adviser of the Year (under 30)

Chris Morcom – SMSF Adviser of the Year

Creina Lister – Marketing Consultant of the Year

Glenn Fairbairn – Investment Adviser of the Year

Marcus English – Risk Adviser of the Year

Nathan Lear – Investment Adviser of the Year

Pierce Hanlen – Investment Adviser of the Year & Young Adviser of the Year (under 30)

Simon Curtain – Innovator of the Year & SMSF Adviser of the Year

Travis Schindler – Young Adviser of the Year (under 30)

The ifa Excellence Awards is the pinnacle event for recognising the outstanding achievements and excellence of exceptional professionals across Australia’s independent advice sector. The awards feature over 210 high-achieving financial services professionals and were created to acknowledge and reward the contributions of professionals leading the charge within the financial advice industry, noting their dedication to their profession.

“At a time of change and upheaval for the industry, and after another year of business and family disruption as a result of COVID, it’s so important to take some time and recognise the achievements of the industry and the fantastic innovations that are going on inside advice businesses,” says ifa editor Sarah Kendell.

Andrew Hewison, Managing Director at Hewison Private Wealth said that he was not only incredibly proud of the individual finalists but the entire team that contributes to the company awards. It reinforces the strength of our service and dedication to our clients.

ENDS ———

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.