Awards honour AMP advisers

25-Jan-2017

By Leanne Abbas

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AMP dealer groups Hillross, Charter Financial Planning and AMP Financial Planning have recognised a range of advisers for their professionalism, operational excellence, superior client service and quality advice delivery as part of group’s annual awards.

The award winners received praise from Hillross and AMP Financial Planning director Michael Guggenheimer and Charter Financial Planning managing director Tim Mitchell-Adams.

“We know the real difference financial advisers can make in helping people plan for a more secure future,” Guggenheimer said.

“These awards acknowledge advisers and businesses which are leading the way in helping customers achieve their financial goals through quality advice.”

Under the AMP Financial Planning arm, Navwealth Financial Group (New South Wales) won Practice of the Year for exhibiting the highest level of professionalism, operational excellence and client service.

Commenting on the award, Guggenheimer said Navwealth’s focus on helping their clients reach their goals had made it a particular standout.

“The practice is an outstanding example within the profession,” he said.

Individual advisers were also recognised for their contributions to advice and the community with Adviser of the Year awarded to Perspective Financial Solutions’ Esther Althaus.

First Class Wealth’s Scott Miller claimed New Adviser of the Year, while his firm took out New Practice of the Year, and NSW-based Puddle to Pond Financial was recognised with the Value of Advice award.

Hillross affiliate Coral Coast Financial Planning enjoyed two wins for its ongoing delivery of high-quality advice and leading client services, claiming both Advisory Firm of the Year and the Financial Freedom achievement award.

Guggenheimer noted the practice’s many long-term clients were “testimony to the high-quality financial planning advice and service it provides”.

Prosperity Wealth Advisers’ Gary Dean took our Hillross Financial Adviser of the Year, while the New Adviser of the Year went to Arrive Wealth Management’s Jay Murphy.

Elysian Wealth Services’ Simon Everett received an award for Professional Excellence and Definitive Financial Services’ Tony Greenham claimed the Service to the Community award for his contributions.

Meanwhile, Charter Financial Planning advisers Ray Albright, David Dyson, Christopher Manthey, Alex Brown and Gary Addison received Adviser of the Year Awards for their respective states, while rookie adviser Andrew Thomas of Crest Financial Services took out National New Adviser of the Year.

The group’s National Value of Advice award was claimed by Exceed Financial’s Ben Law.

The Gerald Lippman Perpetual Trophy for 2016 was awarded to Minerds Bell Consultancy Group’s Andrew Harris for excellence in professional and business development, industry involvement, community activity, marketing and promotion.

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