We'd like to thank all the advisers and practice heads who had their say on our Financial Advice Landscape 2021 national survey. We appreciate your valuable time in contributing your responses and helping us to create the best possible picture of the Australian Financial Advice Landscape.
We have some excited winners who we would like to congratulate...
Grand Prize Winner - Des O'Conner
Des who is a Director of Artt Advice has won a Marketing boost pack valued at $30k. We'll be flying Des and a colleague to Sydney where they'll spend Friday with Pinstripe Media's expert marketing and content strategy team, creating a 6-week action plan. Des will get to record a feature interview in the television studio with one of the ausbiz anchors.
Des says the Artt Advice office is still taking in the news of the win and are excitedly planning their trip to Sydney. With offices in both Albury and Canberra, we can't wait to see what's in store for the Artt Advice team. Congratulations to Des and the team.
Winner 2 - Ilias Stoikos
Ilias is a Senior Financial Adviser at Infocus Securities Australia and has practiced in the industry for over 25 years. Ilias says, “In today’s complex financial world where financial advisers specialise in different areas, Adviser Ratings is the perfect tool to allow consumers to identify the appropriate adviser for their needs and allows financial advisers to differentiate themselves from other financial advisers. It is a fabulous forum for professionals to keep themselves up to date in a constantly changing financial environment and provides comfort in the realisation that we are not alone”. Congratulations Ilias on winning $5,000 from AON who have once again sponsored the Financial Advice Landscape Report this year.
Winner 3 - Michael Rees-Evens
Michael who is the Director at Efs Strategic in Sydney has won a getaway to the newly opened, Tasman Luxury Collection Hotel Hobart and dinner at the hotel's famous Peppina restaurant. Congratulations Michael.
Winner 4 - Adam Morse
Adam is the Managing Director for private wealth at The BlueRock in Melbourne. Adam, who says he never wins anything, will be enjoying a getaway to the Seahaven Noosa Resort, relaxing in a beachfront luxury apartment on Noosa's main beach with direct street access to famous Hastings Street. Congrats Adam.
Winner 5 - Sharon Kennedy
Sharon is a Senior Financial Adviser at Trive Advice Solutions, practicing in Brisbane and the Gold Coast. She is also the responsible manager for Avana Financial Solutions. Sharon was very excited to win a getaway to Q station at Manly’s North Head, right in the heart of Sydney. Congratulations Sharon.
Winner 6 - Wes Mcrae
Wes is the Director and Owner of McRae Private Wealth and has been advising for 20 years. His office is in Toowoomba Qld, but he advises and works with clients around Australia. Wes says,"Very surprised to be one of the prize winners in the Financial Advice landscape Study. Running a business can sometimes get isolating, so it's great to get involved, give out some information about my business and in return get better insight into the broader advice industry. I really appreciate the generosity of both Adviser Rating and the sponsors". Congrats on winning a new DeLonghi Coffee Machine Wes.
Thank you again to all our sponsors. We are now busily collating the study results and all participants will receive their regional reports by May. Around this time we will also be sharing the advisers abridged version of the Advice Landscape report, so stay tuned.