Hillross adviser Tim Gray has been awarded the top gong for his ongoing professionalism and quality client service in the annual Hillross awards.
Open to certified financial planners (CFP®), the awards recognise individual advisers and practices that demonstrate high levels of professionalism, operational excellence, superior client service and quality advice.
Managing Director Hillross and AMP Financial Planning, Michael Guggenheimer praised the achievements of the award recipients.
“We know the real difference financial advisers can make in helping people plan for a more secure future. These awards acknowledge advisers and businesses which are leading the way in helping customers achieve their financial goals through quality advice,” he said.
Advisers can nominate colleagues or self-nominate for the awards, with submissions assessed by a panel of industry experts.
Clients of the finalists are also surveyed by an independent research specialist to assess client satisfaction as part of the judging process.
Adviser of the Year
Tim Gray of Net Worth Financial Planners was awarded Hillross Adviser of the Year, recognising his quality client service.
“Tim joined Hillross in 2004 and has successfully grown his practice through client referrals, which is testament to his strong relationships and quality advice. Customer feedback consistently highlights Tim’s focus on setting meaningful goals that help customers achieve their idea of financial freedom,” Mr Guggenheimer said.
New Adviser of the Year
The coveted Hillross New Adviser of the Year was collected by Nat Daley of Hillross Tweed Valley.
Nat commenced working with Hillross in October 2013 and quickly established a reputation for his commitment to clients and the local community.
“Nat’s active involvement in the community includes his work with the Cancer Council Pro Bono Program, helping to assist several members of the community with financial guidance during a difficult time,” Mr Guggenheimer said.
Advisory Firm of the Year
Advisory Firm of the Year was awarded to Hillross Macarthur, recognising the ongoing delivery of high quality advice and leading client service.
Led by Principal Peter Nonnenmacher, the firm has contributed to the community in partnership with local charities, including the Mater Dei School for Special Needs Children.
“Hillross Macarthur has developed a series of initiatives that support members of the local community to improve their financial position. This engagement with the community and positive feedback from clients is testament to the quality service and professionalism of the team,” Mr Guggenheimer said.
