Our directors Donna McKeowen and Simon Tworek recently attended the 2015 GPS Wealth Conference in Vietnam where we were thrilled to be nominated for the following professional acknowledgements.
2015 Practice of the Year
2015 Professional Standards of the Year
2015 Adviser of the Year – Simon Tworek
FINALIST AND WINNER
2015 Practice Support Person of the Year – Lauren Wylie Paraplanner
We pride ourselves on exceptional standards in relation to the type of advice we provide and the quality of our advice.
It’s exciting and humbling to be included in such a competitive field of advisers and to be acknowledged in this way.
We joined GPS Wealth over 12 months ago as our licensee of choice. They provide outstanding support for financial planning businesses and award winning tools to support the process of advice.