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We have been shortlisted as IFA Excellence Awards Finalist – SMSF Adviser of the year

Our very own Petra King has been named as a finalist in the ifa Excellence Awards for SMSF Adviser of the year.  

 

Celebrating its sixth year, the ifa Excellence Awards, in partnership with Colonial First State, is the pinnacle event for the nation’s independent financial advice sector, recognising the outstanding success of Australia’s independent and non-aligned advice community, including advisers, licensees, support staff and practices.

The finalist list, which was announced on 18 July, features over 140 high-achieving finance professionals across 20 categories.

“The past year has been a difficult one for the industry but the ifa Excellence Awards is a chance to honour and showcase an industry that strives to be a guiding light in the lives of its customers,” said ifa editor James Mitchell.

These finalists have not only survived one of the toughest years for the industry but they have thrived. They have created their own opportunities and will be the leaders of the industry moving forward. Congratulations to all the finalists, there were a lot of nominations and it came down to the wire for a lot of categories. Good luck and we look forward to seeing you all at the ceremony later this year.”

 

Petra is absolutely humbled to be recognised and proud to be a part of such an exclusive network. The recognition comes from the hard work of our team, and for striving for excellence and doing what’s best for our clients.

For all your SMSF needs, don’t hesitate to contact our boring accountants. We have our own limited financial licence which means that we are not pushed one way or another by any bank or financial product manufacturers. We offer a one stop shop, for all your SMSF administration, taxation, advice and audit. You can have a peace of mind that your work will not leave Australia and we’ll go above and beyond to keep you out of trouble.

 

Make sure to connect with us on social media.

 

 

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