2020 ifa (independent financial adviser) Excellence Awards
Self Licensed Firm the Year
Individual finalists
• Glenn Fairbairn – Investment Adviser of the Year
• Chris Morcom – SMSF Adviser of the Year
• Nathan Lear - Investment Adviser of the Year
• Simon Curtain – Innovator of the Year
• Simon Curtain – SMSF Adviser of the Year
• Creina Lister – Marketing Consultant of the Year
• Travis Schindler – Young Adviser of the Year
• Pierce Hanlen – Young Adviser of the Year
Finalist Categories:
• Client Servicing Company of the Year
2020 Barrons Top 100 Financial Advisers List
Named Advisers
• Glenn Fairbairn
• Chris Morcom
• Nathan Lear
• Simon Curtain
2019 ifa (independent financial adviser) Excellence Awards
Andrew Hewison – Practice Principal of the Year
Individual finalists
• Andrew Hewison – Practice Principal of the Year
• Chris Morcom – SMSF Adviser of the Year
• Marcus English - Risk Adviser of the Year
• Alison Dellow – Newcomer of the Year
• Simon Curtain – SMSF Adviser of the Year
• Creina Lister – Marketing Consultant of the Year
• Travis Schindler – Newcomer of the Year
• Pierce Hanlen – Newcomer of the Year
Finalist Categories:
• Boutique Advice Firm of the Year
• Innovator of the Year
• Wellness Program/Initiative of the Year
2019 Women in Finance Awards (finalists)
Individual finalists
• Alison Dellow – Young Leader of the Year
• Gladys Seah – Young Leader of the Year
2018 Awards
SMSF Accounting & Adviser Awards (finalists)
- Chris Morcom – SMSF Adviser of the Year
- Nathan Lear – Investment Adviser of the Year
ifa (independent financial adviser) Excellence Awards (finalists)
Company awards
• Boutique Advice Firm of the Year
Individual awards
• Andrew Hewison – Practice Principal of the Year
• Chris Morcom – SMSF Adviser of the Year
• Glenn Fairbairn – Investment Adviser of the Year
• Simon Curtain – Innovator of the Year
• Simon Curtain – SMSF Adviser of the Year
• Nathan Lear – Investment Adviser of the Year
• Travis Schindler – Newcomer of the Year
• Pierce Hanlen – Newcomer of the Year
2017 Awards
SMSF Accounting & Adviser Awards
- Chris Morcom – Editor's Choice Award
- Nathan Lear – Investment Adviser of the Year
ifa (independent financial adviser) Excellence Awards (finalists)
Company awards
• Best Client Servicing
• Boutique Advice Firm of the Year
Individual adviser awards
• Innovator of the Year – Simon Curtain
• Investment Adviser of the Year – Glenn Fairbairn
• SMSF Adviser of the Year – Chris Morcom
• Practice Principal of the Year – Andrew Hewison
Financial Planning Association (FPA) Awards
Paraplanner of the year (finalist) – Travis Schindler
2016 ~ ifa (independent financial adviser) Excellence Awards (finalists)
Winner: SMSF Adviser of the Year - Chris Morcom
Finalist: Best Client Servicing Firm - Hewison Private Wealth
Finalist: Innovator of the Year - Glenn Fairbairn
Finalist: Investment Adviser of the Year - Simon Curtain
2015 - ifa (independent financial adviser) Excellence Awards (finalists)
Hewison Private Wealth – ‘Boutique Firm of the Year’
Simon Curtain – ‘SMSF Adviser of the Year’
Glenn Fairbairn – ‘Best Client Servicing – Individual’
Nathan Lear – ‘Investment Adviser of the Year’
2014 - ifa (independent financial adviser) Excellence Awards (finalists)
Hewison Private Wealth - Winner: Boutique Firm of the Year
Hewison Private Wealth - Finalist: Best Client Servicing Firm
Simon Curtain - Finalist: Innovator of the year
Glenn Fairbairn - Finalist: Best Client Servicing
Nathan Lear - Finalist: Investment Adviser of the Year
Chris Morcom - Finalist: SMSF Adviser of the Year
Financial Review Smart Investor Blue Ribbon Awards
2016
Financial Review Smart Investor Blue Ribbon Awards 2016
Hewison Private Wealth received the accolade of Highly Commended for ‘Best Private Wealth Manager’ at the 2016 Financial Review Smart Investor Blue Ribbon Awards. It was the only private wealth firm to achieve a commendation in 2016.
The Awards are widely acclaimed within the finance industry as the most comprehensive and independent evaluation of banking, insurance and investment products.
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)
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.
