Eureka takes out Fin Wis award
Eureka Financial Group has been named Practice of the Year by Financial Wisdom.
The annual awards are intended to recognise excellence in financial planning, and Eureka managing director Greg Cook said it represented recognition of Eureka's highly committed team.
"Our strength is in the professionalism, integrity and expertise of our people," Cook said.
According to Financial Wisdom's Mark Ballantyne, Eureka Financial Group stood out in the eyes of the judges because of the depth of its client relationships and for engaging clients in a deep relationship beyond the fundamental business of good strategic advice.
AUTHOR
Mike Taylor
Recommended for you
E&P Financial Group, former parent of Dixon Advisory, has formally requested to delist from the ASX, with the company noting the negative impact of regulatory proceedings on its share price.
Commentators have discussed how value for money is becoming more critical than ever as licensee fees rise and failure by an AFSL to provide this is driving them to self-licensing.
The final terms of reference for the Dixon Advisory inquiry have been released by the Senate economics references committee, and advisers have just over five weeks to make their submissions.
Financial advisers are in the running to win one of the coveted Women in Finance Awards 2024.
