Leading financial services advice licensee Sentry has announced the winners of its 2016 Excellence Awards.
Each calendar year Sentry recognises outstanding performance within its Australia-wide network of member practices and financial advisers.
The winners for 2016 include:
Practice of the Year Award
PMM Financial Advisors (WA)
Adviser of the Year Award
Andrew Halliday – AdviceOne Financial Services (QLD)
Senior Adviser of the Year Award
Graham Greenaway – Geraldton Greenough Financial Services (WA)
Rising Star Adviser of the Year Award
Steven King – YV Financial Services (VIC)
Life Risk Practice of the Year Award
Lifecover Australia (QLD)
Regional Practice of the Year Award
Byfields Wealth Management (WA /NT)
Creative Wealth Ideas (VIC /SA)
JSK Wealth Solutions Pty Ltd (NSW /ACT)
Wealth Connexion Pty Ltd (QLD)
Speaking in Perth on Tuesday, where the final presentations were made, Sentry Group CEO and Chairman Murray Hills said the awards recognised and rewarded excellence within its national network of financial services advice business.
“Sentry prides itself on its commitment to help advisers achieve the best they can and there were some absolute front runners this year,” Mr Hills said.
“The Practice of the Year, PMM Financial Advisors, demonstrated outstanding client service, best-practice professional development of advisers and staff, and an efficient, productive and profitable business. Their practice is an outstanding example within the profession.”
Mr Hills said the Adviser of the Year and Rising Star Adviser of the Year winners were also particular standouts.
“Andrew Halliday from AdviceOne Financial Services, is very client focused, embraces technology in the efficient running of his business, and by choosing to specialise in retirement and pre-retirement planning, can focus his service on delivering the very best client outcomes within his specific market,” Mr Hills said.
“Steven King, winner of the Rising Star Award, is an upcoming young financial adviser in a family business, who has learnt from his father the absolute importance of client service.
“This has resulted in a firm in the Yarra Valley in Victoria, YV Financial Services, that offers that friendliness and knowledge about clients that you often find in regional areas – where clients and advisers have a mature and successful mutually beneficial relationship.”
Mr Hills said “It is no coincidence that the majority of winners are also participants in the Sentry Optimum Better Business program where practice leaders are invited to join a roundtable consisting only of their peers.
“Each roundtable group is independently facilitated and completely tailored and specific for its particular members to assist each other in solving their most pressing business issues and concerns. Members can count on their peers to provide fresh perspectives and new ideas at roundtable meetings”.
“The unique concept has been met with great excitement within the network, and received critical acclaim by industry observers”