Major Announcement - Select Advice Wins 2017 National Best Practice Award!
Written and accurate as at: Apr 05, 2018 Current Stats & Facts
I am extremely proud to announce that in front of over 300 delegates at our National Millennium3 Conference and Awards night held at the Marriott Hotel, San Francisco recently, Select Advice Financial Planning was awarded the prestigious 2017 National Financial Planning Practice of the Year. Our own Eric Bohl was also awarded the 2017 State Financial Planner of the Year Vic/Tas.
This is the 5th straight National Award that Select Advice Financial Planning has won and the 6th consecutive State Award that Eric has won.
Pictured above Tony Pati & Eric Bohl receiving their National Award at the Millennium3 Gala Awards Night held at the Marriott Hotel, San Francisco USA (26th March 2018)
We are incredibly honoured to be recognised as operating the best practice in Australia particularly given the high number of quality firms and hundreds of Financial Planners around the country. I hope these achievements give you, our valued clients, the knowledge and confidence of knowing that you are receiving the highest level of financial advice and care.
Awards Won
2017 National Financial Planning Practice of the Year and State Financial Planner of the Year Vic/Tas (Eric Bohl).
Record Award Nominations
Select Advice Financial Planning & Eric were nominated for every major National award category award which is further testimony to our client centric business model and professional orientation.
Awards Criteria
What makes these awards and achievements even more gratifying for us is knowing that they are based on the key operating imperatives of our business. These include; audit ratings, ongoing education standards, compliance, professional advice, business planning along with other criteria.
Thank you! Finally, I would like to take this opportunity to thank you, our wonderful clients, for your loyalty, support and friendship. We deeply appreciate the trust you have put in us to advise and guide you with your financial affairs and we look forward to continuing to be your trusted advisers for many more years to come.
Warm regards,
Tony M Pati
Group Managing Director
Select Advice Financial Planning