27 Jun 2014

A huge Congratulations to Chris, Steve and the VISIS Private Wealth team with the announcement of nominations for the upcoming 2014 Independent Financial Adviser (IFA) Excellence Awards.

VISIS Private Wealth has been nominated as finalists in 7 categories!

Stephen Godfrey: Rookie Adviser of the Year
Christopher Smith: Best Client Servicing – Individual, Multi-service Practitioner of the Year and Practice Principal of the Year (Boutique)
VISIS Private Wealth: Best New Licensee, Best Client Servicing – Company and Boutique Firm of the Year.

Winners will be announced on the 14th of August. We will keep you posted.




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