HEWISON INSIGHTS

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HEWISON INSIGHTS

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Hewison Insights
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IFA Excellence Awards
award winners
independent financial planners

Finalists in 6 ifa Excellence Award categories!

Andrew Hewison
Managing Director
27 Jul 2017

Just announced! Hewison Private Wealth are finalists in six of the ifa (Independent Financial Adviser) Excellence Awards categories.

The ifa Excellence Awards is the only finance industry awards program in Australia dedicated to privately owned, non aligned and independent financial advisers.

Andrew Hewison, Managing Director of Hewison Private Wealth, said “Independent financial planners and wealth management advisers are integral to a well balanced financial advice industry.”

Mr Hewison stated “There are few avenues to recognise the work and celebrate the successes of independent financial planners and we are honoured to be recognised by the ifa Excellence Awards.”

Hewison Private Wealth, one of Melbourne’s leading independent financial planning firms, has been listed as a finalist for six awards:

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

Aleks Vickovich, managing editor of ifa purports that “The finalists of the ifa Excellence Awards are among the top financial professionals in Australia and have been selected on the basis of high performance on various business, innovation and client service metrics.”
Of the Hewison Private Wealth team, Managing Director Andrew Hewison remarks “2016 was a big year of change and growth for Hewison Private Wealth.”
“I’m extremely proud of our team who delivered exemplary customer service and superior independent financial advice.
“To be nominated in six award categories is a massive achievement and all the credit goes to our team of financial advisers, associates, client managers and administration staff.” continued Mr Hewison.

The winners of each category will be announced at a cocktail awards ceremony on Thursday, 7 September at The Star, Sydney.

Can we help you?
If you would like to discuss your individual needs with one of our award winning, independent financial advisors please contact [email protected] or call 03 8548 4800.

Established in 1985, Hewison Private Wealth are one of Melbourne’s leading independent financial planning firms.

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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.