31 Aug 2015

Earlier this month the team at VISIS Private Wealth were honoured to be recipients of three prestigious national awards announced at the Independent Financial Adviser Awards.

As published (see article here) “the ifa Excellence Awards celebrate best practice advice provision and business acumen in the independently-owned sector of the financial planning market.”

“Over 350 of the nation’s top advisers and industry executives gathered at Doltone House on Jones Bay Wharf for the second annual ifa awards, created to recognise professional excellence and highlight the sector’s top individuals and businesses.

Russell Stephenson, head of wealth at Sterling Publishing (publisher of ifa), said the awards are a strong endorsement of the important work being conducted by independent and non-aligned advice professionals across the country, helping people to achieve their financial goals.”

Our Awards

At a company level, VISIS Private Wealth was awarded the “Boutique Firm of the Year’” which recognises the leading non-aligned firm in Australia. According to Independent Financial Adviser, VISIS Private Wealth was assessed the best overall firm in the areas of Client Service, Advice Offering, Innovation, Compliance and Business Metrics. One of our Principal Advisers, Chris Smith, was also awarded the Best Client Servicing Individual as well as the coveted Independent Financial Adviser Excellence award, which was chosen by the judges as the stand-out performer of the individual award winners. This is a fantastic individual achievement for Chris and confirms him as one of the leading Financial Advisers in the country.

Why these awards mean so much to VISIS

For the past 14 years VISIS Private Wealth has worked hard to deliver quality financial advice and service and have remained staunchly privately owned, so this award is a significant achievement for the entire team. Whilst we believe that the way we do things at VISIS Private Wealth is market leading in expertise, knowledge and service these awards validate what we are currently trying to achieve and will only provide us with further motivation to improve the quality of financial advice and service that we deliver to our valued clients.

We 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.

Contact Us

Phone one of our advisers from our award winning team (07) 3231 4004 or contact us via our website.

You can follow us on twitter @visisbrisbane

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