Innovator of the Year Award and Overall Individual Excellence Award
“The IFA Excellence Awards is the biggest night in the Australian independent financial advice calendar. Over 400 guests converge at the sell-out black tie event to celebrate the achievements of the industry’s most successful advisors, offices and groups.”
I am delighted to announce that I was honoured with both the INNOVATOR OF THE YEAR AWARD and overall IFA EXCELLENCE AWARD.
The process started in early June when I discovered that I had been nominated for an IFA award. I presented a detailed submission to a judging panel made up of highly esteemed industry professionals. Submissions were assessed against specific metrics and business performance parameters, with real life case studies and client testimonials to determine the finalists.
In July I received a surprise email informing me that I was a finalist in my category, Innovator of the Year. I was absolutely thrilled to be selected as a finalist.
The Award winners for each of the 14 categories were announced at the awards night on 7 September 2018.
The Innovation Award highlights the individual who has best developed and capitalised on innovation – whether it’s related to advice delivery, client engagement, portfolio construction, service, business development, technology, staff/client management. My submission was based on my deep strategic planning approach to achieve the aspirational financial outcomes for clients.
The Overall IFA Excellence Award was chosen from the winners of the 14 individual award categories. I was thrilled to also win this overall excellence award.
I am proud of these awards and the financial and lifestyle success I have achieved for my clients.
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