The team at Adviser Ratings are delighted to announce our winners of this year’s $30,000 pool of prizes. All advisers who had their say on the Financial Advice Landscape 2020 national study were entered into the draw and we have some excited winners.
Nicolas has been in the financial advice industry since his early 20’s and is now coming up on 20 years as an adviser. Nicolas says, “Surveys such as the Adviser Ratings Financial Advice Landscape are really useful tools to see how other advisers see the industry and the emerging trends and challenges.
Technology and regulation are becoming key challenges but also create opportunities. For those in the advice business, events like COVID-19 re-enforce the value and importance of quality advice and provide a chance for the sector to shine and show the community how we are rapidly moving to become a true profession”.
A huge congratulations to Nicolas.
Second prize of $5,000 from AON has been won by Grant Smith who has been in the financial planning industry for 27 years and is the Senior Financial Adviser at Thornton Group in Dulwich, South Australia.
Grant says he filled in the Financial Advice Landscape survey to contribute his insights and see the interesting results the study would provide on his region. “It will be interesting to see the results for our region here, which is quite concentrated with Financial Advisers”
Paul started in the industry in 1985 and says “ What Australia has now is one of the best ‘advice’ models in the world but it can be better... At RFS we continue to lift the bar on technology, education, service and professional standards. Our clients can be confident that their adviser has a team that will meet our service promises and has both the education and life experience necessary to meet their advice needs. Contributing to study’s like this conducted by Adviser Ratings, help us keep abreast of industry trends and standards and we can see where we rank, regionally and nationally”
Fourth prize has been scooped up by Tracey Edwards, Retirement and Aged Care specialist at First Advice Solutions in Adelaide has won an e-bike valued at $1,800. “ I was glad to contribute my responses to the survey, look forward to seeing my regions results and taking on the hills of Adelaide (and maybe a few wineries) with my new electric bike”.
Fifth prize goes to Jenny Simmonds, director of Retire By Design in Mona Vale on the northern beaches of Sydney. Jenny has scored a DeLonghi automatic coffee machine valued at $900. “My clients will be over the moon to have fresh espresso”
Jenny has over 20 years experience in the industry, working with leading fund managers in Compliance Management, Product and Technical management and has found her niche providing advice to her Sydney Northern Beaches clients.
Congratulations to all our winners and thank you for your valuable time contributing your responses to our National Benchmarking study.