News | HPW named finalists in 7 IFA Excellence award categories | Hewison | 1
< Back to all insights

News | HPW named finalists in 7 IFA Excellence award categories

Congratulations to Hewison Private Wealth for being named finalists in 7 categories in this year's ifa Excellence Awards.

 

 

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:

Self Licensed Firm of the Year

Client Servicing Firm of the Year

Plus a number of the Hewison team have been named finalists across a broad range of individual categories, congratulations goes to:

Chris Morcom - SMSF Adviser of the Year Finalist

Glenn Fairbairn - Investment Adviser of the Year Finalist

Nathan Lear - Investment Adviser of the Year Finalist

Pierce Hanlen - Young Adviser of the Year (under 30) Finalist

Simon Curtain - SMSF Adviser of the Year Finalist & Innovator of the Year Finalist

Travis Schindler - Young Adviser of the Year (under 30) Finalist

Creina Lister - Marketing Consultant of the Year

Award recipients represent a true cross-section of the ifa industry, recognising the contributions of the profession’s most senior ranks through to its rising stars.

“The ifa Excellence Awards pinpoints professional development and innovation, showcasing both the individuals and firms who are leading the way in the industry,” ifa editor Sarah Kendell said.

“I congratulate this year’s finalists for the contributions they have made to their clients’ lives in the face of particularly challenging circumstances this year.”

 These finalist announcements reinforce the strength of our entire team's service and dedication to connecting with, engaging with, and acting in our best clients' best interests. Always.

 

 

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.