One of Australia's leading award winning firms.
We are proud to be recognised as one of Australia’s most frequently awarded financial advice and wealth management firms over three decades. We work hard to have our achievements and people acknowledged by industry peers and bodies.
Most recently four Senior Wealth Advisers featured in The Australian’s 2023 Top 100 Financial Advisers List, for the fourth consecutive year. And in 2020 & 2021 we were awarded Self-Licensed Firm of the Year and Young Adviser of the Year in the ifa Excellence Awards; with an array of finalists named across many other categories.
The Australian top 100 financial advisors list (Barron’s)
Named advisors
- Simon Curtain
- Nathan Lear
- Glenn Fairbairn
- Chris Morcom
FS Power 50
Named advisor
- Travis Schindler
The Australian Top 100 Financial Advisers List (Barron's)
Named advisors
- Simon Curtain
- Nathan Lear
- Glenn Fairbairn
- Chris Morcom
ifa (independent financial adviser) Excellence Awards
ifa Excellence Award – Chris Morcom
SMSF Advisor of the year – Chris Morcom
Individual finalists
- Creina Lister – Marketing Consultant of the Year
- Nathan Lear – Investment Adviser of the Year
- Marcus English – Risk Adviser of the Year
- Simon Curtain – Innovator of the Year & SMSF Adviser of the Year
Finalist categories
- Best Financial Advice Employer
- Self-Licensed Firm of the Year
- Marketing Program of the Year
ifa (independent financial adviser) Excellence Awards
Young advisor of the year – Pierce Hanlen
Individual finalists
- Alison Dellow – Young Adviser of the Year
- Glenn Fairbairn – Investment Adviser of the Year
- Chris Morcom – SMSF Adviser of the Year
- Marcus English – Risk Adviser of the Year
- Nathan Lear – Investment Adviser of the Year
- Simon Curtain – Innovator of the Year & SMSF Adviser of the Year
- Creina Lister – Marketing Consultant of the Year
- Travis Schindler – Young Adviser of the Year
- Pierce Hanlen – Investment Adviser of the Year
Finalist Categories
- Self Licensed Firm of the Year
- Client Servicing Company of the Year
Barrons Top 100 Financial Advisers List
Named Advisers
- Glenn Fairbairn
- Nathan Lear
- Simon Curtain
ifa (independent financial adviser) Excellence Awards
Self Licensed Firm of the Year
Individual finalists
- Glenn Fairbairn – Investment Adviser of the Year
- Chris Morcom – SMSF Adviser of the Year
- Nathan Lear – Investment Adviser of the Year
- Simon Curtain – Innovator of the Year
- Simon Curtain – SMSF Adviser of the Year
- Creina Lister – Marketing Consultant of the Year
- Travis Schindler – Young Adviser of the Year
- Pierce Hanlen – Young Adviser of the Year
Finalist Categories
- Client Servicing Company of the Year
Barrons Top 100 Financial Advisers List
Named Advisers
- Glenn Fairbairn
- Chris Morcom
- Nathan Lear
- Simon Curtain