Independent Financial Advisers | Hewison

Independent Financial Advisers

"We are thrilled, but not surprised, that Pierce Hanlen has taken out the Young Adviser of the Year category last night at the 2021 IFA Excellence Awards," said Managing Director Andrew Hewison. He went on to say "At Hewison Private Wealth, our family is our best asset, and their award-winning expertise helps to look after our clients and their families in the very best way." 

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.au

Please 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.

Independent Financial Advisers

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:

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.au

Please 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.

Independent Financial Advisers

Congratulations to Fiona Fang, Michael Peart, and Chris Colman on being elevated to Senior Associate status. All going to plan, they should become Private Client Advisers within 12 to 18 months.

We are also most excited to welcome Travis Schindler into the equity partnership fold. Travis has worked tirelessly to become an exceptional financial adviser and his contribution to the business culture and new business development made this an easy decision.

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.au

Please 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.

Independent Financial Advisers

This prestigious list, published today in The Australian's, THE DEAL publication is in its 5th year naming 100 of  Australia's Top Financial Advisers. This is a project undertaken jointly by The Australian newspaper and Barron’s magazine. Barron’s is a respected, 100-year old American financial newsweekly published by Dow Jones, which is wholly owned by NewsCorp. It has been rating the top financial advisers in America for 18 years.

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.au

Please 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.

Independent Financial Advisers

The ifa Excellence Awards showcases the industry’s most prestigious accolades recognising excellence across the entire independent financial services industry. The awards pinpoint professional development and innovation, showcasing both the individuals and firms which are leading the way in the industry.

The finalist list, which was announced over several days beginning on 28 September 2020, features over 200 high-achieving financial services professionals across 27 submission-based categories.

Hewison Private Wealth has been shortlisted for:

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.au

Please 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.