HEWISON INSIGHTS

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HEWISON INSIGHTS

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IFA Awards

Congratulations!! Hewison Private Wealth are a finalist for the ifa excellence awards 2015!!

JTB Studios
Private Client Adviser
18 Jun 2015

Hewison Private Wealth (HPW) has been shortlisted for five ifa Excellence Awards including Boutique Firm of the Year. 

The ifa Excellence Awards celebrate best practice in the provision of financial advice and business acumen of Australia’s independent financial advice sector, recognising the very best operators in categories that count.

Boutique Firm of the Year recognises the firm that has shown strong achievement in business growth and client servicing throughout 2014. The award recognises high achievement in activities, strategies and actions of the firm and success of a firm’s individual advisers in supporting the businesses overall growth and development.

We congratulate the following advisers who were announced finalists of individual awards and wish them the best of luck:

·        Glenn Fairbairn — Best Client Servicing

·        Nathan Lear — Investment Adviser of the Year

·        Simon Curtain — SMSF Adviser of the Year

·        Chris Morcom — SMSF Adviser of the Year

We also thank all of our staff for their valuable contribution over the last year and to our clients for your continued 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 [email protected] 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.