We'd like to thank all the advisers and practice heads who had their say in our annual nationwide survey. We appreciate your valuable time describing your experiences with financial products, industry service providers, fees, clients and educational requirements. You've helped us in creating the best possible picture of the Australian Financial Advice Landscape for 2023 which is a core component of our annual Landscape study and cements our commitment to supporting the advice community by publishing research that helps them understand the rapidly changing industry.
We would like to congratulate this year's prize draw winners.
Scott Mildren, Certified Financial Planner and Managing Director at Provincial Wealth in Denilliquin, NSW has won our grand prize, a Marketing Boost Pack valued at $30k.
We’ll be flying Scott and a colleague from Denilliquin to Sydney, where they'll workshop with Pinstripe Media's expert marketing and content strategy team to create a 6-week action plan. Scott will also get to record a feature interview in the television studio with one of the ausbiz anchors.
Scott says, he’s still a little stunned by it all and his win could not have come at a better time. “I joined the Macquarie Virtual Adviser Network (VAN) this year to develop a strategy for Provincial Wealth so this marketing package will fit very nicely with this program... You’ve made my weekend.”
Congratulations Scott, we look forward to seeing what’s in store for the Provincial Wealth team.
Robert Kiddell, who has over 34 years' industry experience is the Director of ESG Masterplan in Moe, Victoria. Congratulations to Rob who has won $5,000 from our partners at Numerisk Data Driven Insurance. “I will look forward to examining the results of this latest survey, to gain insights concerning emerging trends that are relevant to and will help shape my fledgling regional business. As well as expressing my thanks for the prize, I want to say that I appreciate the significant contribution Adviser Ratings is making to the next stage of professionalisation across the private advice landscape,” Rob says. Congratulations Rob.
Maryanne Hamilton of Fiducion Financial Services in Townsville, North Queensland has over 18 years in the industry. Maryanne has won three nights at Seahaven resort in Noosa. Maryanne says she never wins anything and is excited to chill out at Noosa beach, most probably with her work laptop. Congratulations Maryanne, we hope you enjoy Noosa.
Thank you again to all our partners for providing these incredible prizes and supporting our Advice Landscape campaign.
Our data scientists are now busily analysing the study results and exciting insights. All participants will receive their tailored regional reports by early April. Around this time we'll also be sharing with you the full Australian Financial Advice Landscape Report 2023, so stay tuned.
Article by:
Comments0