Wise choice for risk adviser of the year
A Sydney-based adviser who has built-up the funds under advice in his one-man business to $120 million over 24 years, has been acknowledged as the industry’s best risk specialist after being named the 2004 Zurich Adviser of the Year.
Brian Boggs, principal of Wise Financial Services, beat an impressive field of nominees to take the award at this week’s Association of Financial Advisers’ (AFA) Annual Conference in Launceston.
A specialist in corporate and personal superannuation and investments, as well as risk insurance, Boggs is a regular public speaker on financial services issues and an avid supporter and sponsor of youth support initiatives.
AFA president and awards judge, Robin Yates, said Boggs won the award, which is open to members of the AFA, for “his innovative ethical management and the skill with which he manages the close working relationships with his clients and staff”.
“In today’s post-FSRA environment, where governance, fee and disclosure issues are centre stage, he epitomises industry’s demand that advisers take social and professional responsibility seriously in their day-to-day dealings,” Yates said.
Other nominees for this year’s award were risk advisers Peter Ferguson, Frank Richardson, Roger Budd, Marj Russell, Alan Krowitz, Brian Skinner and Peter Moyle, who was also a 2003 finalist.
The award is a joint effort between the AFA and Zurich Financial Services Australia to reward risk advisers for adopting better business practices.
Other judges this year were Zurich’s head of Life Risk, Chris Kirby, planner John Goldsbrough and Australian College of Financial Services principal Peter Carblis.
Recommended for you
The strategic partnership with Oaktree Capital and AZ NGA is likely to pave the way for overseas players looking to enter the Australian financial advice market, according to experts.
ASIC has cancelled a Sydney AFSL for failing to pay a $64,000 AFCA determination related to inappropriate advice, which then had to be paid by the CSLR.
Increasing revenue per client is a strategic priority for over half of financial advice businesses, a new report has found, with documented processes being a key way to achieving this.
The education provider has encouraged all financial advisers to avoid a “last-minute scramble” in meeting education requirements prior to the 31 December 2025 deadline.
