Succession planning wins Hillross practice annual award
A Hillross business was awarded the Advisory Firm of the Year accolade by the dealer group for its ‘future-proof’ business model.
The annual Hillross Awards Program was judged by a panel comprised of representatives of the Financial Planning Association and PricewaterhouseCoopers, and the winners included Arrive Wealth Management (South East Queensland), which won Advisory Firm of the Year, and Hillross financial adviser Diane Chalk of Hillross Fairy Meadow (NSW), who was named the 2010 Hillross Adviser of the Year.
Hillross managing director Hugh Humphrey said Arrive Wealth Management displayed a “very impressive ‘future-proof’ business model”, referring to the structure of its business succession plan. He added that it had a strong culture underpinned by professionalism, as all of its senior advisers have the Certified Financial Planner or Chartered Accountant designations.
Humphrey said Chalk, who has been an adviser for 25 years and a Hillross authorised representative for 12 years, displayed great passion and integrity.
“She continually provides quality advice for all her clients and actively shares best practice ideas with industry networks,” he said.
Recommended for you
As the year draws to a close, a new report has explored the key trends and areas of focus for financial advisers over the last 12 months.
Assured Support explores five tips to help financial advisers embed compliance into the heart of their business, with 2025 set to see further regulatory change.
David Sipina has been sentenced to three years under an intensive correction order for his role in the unlicensed Courtenay House financial services.
As AFSLs endeavour to meet their breach reporting obligations, a legal expert has emphasised why robust documentation will prove fruitful, particularly in the face of potential regulatory investigations.
