Awards:

2016

  • ifa Excellence Awards – Winner, Multi-service Practitioner of the Year – John O’Brien
  • ifa Excellence Awards – Finalist, Best Client Servicing – Company
  • ifa Excellence Awards – Finalist, Boutique Group of the Year – Company
  • ifa Excellence Awards – Finalist, Best Client Servicing – Individual (Grant Dougan)
  • ifa Excellence Awards – Finalist, Practice Manager of the Year – (Simon Davis)

2015

  • CERTIFIED FINANCIAL PLANNER® of the Year – FPA Best Practice Awards NATIONAL WINNER (Chris Smith)
  • ifa Excellence Awards – Winner, Boutique Firm of the Year – Company
  • ifa Excellence Awards – Winner, Best Client Servicing – Individual (Chris Smith)
  • ifa Excellence Awards – Winner, Excellence Award (Chris Smith) – chosen from all of the winners of the individual adviser awards
  • ifa Excellence Awards – Finalist, Best Client Servicing – Company
  • ifa Excellence Awards – Finalist, Best Client Servicing – Individual (Grant Dougan)
  • ifa Excellence Awards – Finalist, Multi-service Practitioner of the Year (Chris Smith)
  • ifa Excellence Awards – Finalist, SMSF Adviser of the Year (Chris Smith)
  • ifa Excellence Awards – Finalist, Principal of the Year (Boutique) (Chris Smith)
  • PlanPlus Global Financial Planning Awards – first runner-up for the Europe region, which includes Oceania

2014

  • CERTIFIED FINANCIAL PLANNER® of the Year – FPA Best Practice Awards QUEENSLAND WINNER (Chris Smith)
  • FPA Financial Planner AFP of the Year Award – NATIONAL WINNER
  • ifa Excellence Awards – Winner, Rookie Adviser of the Year
  • ifa Excellence Awards – Finalist, Best Client Servicing – Company
  • ifa Excellence Awards – Finalist, Boutique Firm of the Year – Company
  • ifa Excellence Awards – Finalist, Best New Licensee
  • ifa Excellence Awards – Finalist, Best Client Servicing – Individual (Chris Smith)
  • ifa Excellence Awards – Finalist, Multi-service Practitioner of the Year (Chris Smith)
  • ifa Excellence Awards – Finalist, Principal of the Year (Boutique) (Chris Smith)

2013

  • CERTIFIED FINANCIAL PLANNER® of the Year – FPA Best Practice Awards QUEENSLAND RUNNER UP (Chris Smith)

Boutique firm of the Year