01 Aug 2017

It’s that exciting time of year again when Australia’s best independent, boutique and non-aligned financial advice practitioners and businesses have been recognised as finalists in the prestigious 2017 ifa excellence awards. Now in its fourth year, the ifa Excellence Awards recognise the members of the independent and non-institutional financial advice community that are leading the way in the industry and delivering exceptional client outcomes.

VISIS Private Wealth is proud to be nominated as finalists for the following company and individual awards:

Company

  • Best Client Servicing Firm
  • Boutique Advice Firm of the Year
  • Holistic Advice Firm of the Year

Individual

  • Best Client Servicing Adviser– Grant Dougan

Winners will be announced at an awards ceremony in Sydney on 7th September, 2017.

The entire team at VISIS Private Wealth would like to take the opportunity to thank our wonderful clients for being such great supporters of our business and for entrusting us to be their financial advisers.

For any enquiries please contact us on (07)3231 4004 or via our website www.visis.com.au .

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