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IFA Awards
IFA Awards – Company Announcement
JTB Studios
Private Client Adviser
12 Aug 2015
Hewison Private Wealth proudly attended the IFA Awards in Sydney on Friday as a finalist across five award categories. We were again a finalist for the ‘Boutique Firm of the Year’ award, an honour which we had the privilege of winning in 2014.
The IFA Awards celebrates best practice in the provision of financial advice and business acumen of Australia’s independent financial advice sector. They are the only industry awards in Australia that are dedicated exclusively to boutique and non-aligned financial advisers.
We extend special congratulations to Chris Morcom for winning the ‘SMSF Adviser of the Year’ award category in 2015. Chris has been with Hewison Private Wealth for over 18 years and is a valued Director and equity partner. Similarly to all Hewison Private Wealth advisers, Chris is a SMSF Specialist Adviser accredited by the SMSF Professionals Association of Australia.
We congratulate all our advisers for continuing to uphold the highest standards of professionalism, and our support staff for their valuable contribution to the business over the last year.
Hewison Private Wealth were also finalists in 2015 for:
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’
Of course these achievements could not have been possible without our clients. We thank them for their ongoing relationship and look forward to continuing to help them achieve their short and long term financial objectives.
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.