Local financial advice business, Crosbie Wealth Management has been named Practice of the Year at leading licensee Securitor’s annual awards.
Commenting on the award, Crosbie Wealth Management, Partner, Mark Alexander said “Financial advice is more than just managing our clients’ finances, it is about giving them peace of mind, by making the complex simple”.
“We’re proud to be recognised at a national level for helping give local clients peace of mind and certainty for the past 25 years” Mr Alexander said.
Securitor Managing Director, Mark Fisher said: “The awards followed a rigorous selection process including customer feedback to vet the most deserving advice practices from a pool of already high calibre businesses. Through this process we established that Crosbie Wealth Management certainly was very worthy of this accolade.”
This isn’t the first time Crosbie Wealth Management has been recognised by the profession.
Its past accolades over the last decade include:
• Securitor National Practice of the Year 2006, 2012, 2016
• Securitor NSW Practice of the Year 2006, 2010, 2011, 2012, 2014,2016
• Securitor NSW Adviser of the Year 2008, 2009, 2010, 2013, 2014, 2016
• Securitor National Adviser of the Year 2010, 2013
• Most Trusted Advisers 2015/16 by the Beddoes Institute
Crosbie Wealth Management is well regarded for its high standards of professional advice and care it provides to families over many years across generations.
For the past 25 years Crosbie Wealth Management has supported private clients with wealth creation, retirement planning, superannuation strategies and investment strategy advice.
Crosbie Wealth Management has offices located in Sydney, Newcastle and the Gold Coast.
