Securitor celebrates outstanding advisers, and reaches 30 year milestone in advice industry
Securitor has recognised its outstanding advisers and practices at a gala dinner on Friday 14 October, attended by over 200 advice professionals.
Commenting on the achievement of its advisers, Securitor Managing Director, Mark Fisher said Securitor is proud to have supported some of the country’s brightest advice professionals committed to making a difference to the lives of their clients and their families.
The advisers and practices recognised are:
- Crosbie Wealth Management, National Practice of the Year
- Heidi Schwegler, National Adviser of the Year
- David Simon, National Rising Star of the Year
The winners are peer and self nominated and subject to a review panel of four industry members, including respected industry expert, Graham Peatey.
The awards use the Beddoes Institute client benchmarking survey as part of its award methodology.
2016 also marks 30 years of Securitor partnering with some of Australia’s leading and most trusted advice practices.
Securitor’s 30 years was celebrated at the company’s annual conference, Convention16 last week in Perth, and the founding home of Securitor.
Securitor offers practice management, compliance, research, strategy, professional development, peer learning and software solutions to 200 advice businesses in Australia.
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Media release download (PDF 165 KB)
Information is current as at 15/10/2016.