Advisers recognised at Hillross/AMP/Charter awards

amp Charter

25 January 2017
| By Hope William-Smith |
image
image
expand image

Advisers and practices across the Hillross, AMP Financial Planning and Charter Financial Planning network are being praised for high levels of client service, quality advice and operational and professional excellence as part of their annual awards program.

AMP, Charter and Hillross advisers had self-nominated or voted colleagues for the awards, which were assessed by a panel of industry insiders. Finalists were simultaneously assessed as part of a client satisfaction survey, conducted by independent research specialist, Beddoes Institute.

Hillross and AMP Financial Planning managing director, Michael Guggenheimer, said: "These awards acknowledge advisers and businesses which are leading the way in helping customers achieve their financial goals through quality advice".

"We know the real difference financial advisers can make in helping people plan for a more secure future."

Sydney-based Navealth Financial Group was awarded practice of the year, while individual advisers from Prospective Financial Solutions in Victoria, and First Class Wealth and Puddle to Pond Financial in New South Wales, were also winners.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month 3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

2 months ago

Interesting. Would be good to know the details of the StrategyOne deal....

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

2 weeks 2 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

1 week 2 days ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

1 week ago

TOP PERFORMING FUNDS