Securitor celebrates outstanding advisers

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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.

Media Contact
Nicole Webb
0466 479 673
nicole.webb@btfinancialgroup.com

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Information is current as at 15/10/2016.

Andrew Tubb
andrew.tubb@btfinancialgroup.com
0411 014 771

Lisa Parrett
lisa.parrett@btfinancialgroup.com
0432 933 796

Nicole Webb
nicole.webb@btfinancialgroup.com
0466 479 673