2015 National Award Winner
Written and accurate as at: Apr 07, 2016 Current Stats & Facts
‘2015 National Innovation & Excellence Award’
As a firm, we are extremely proud to announce that at our Millennium3 National Conference held recently in Queenstown, New Zealand, Select Advice Financial Planning was nominated for more individual and practice awards than any other firm in Australia (6) and has taken out the prestigious 2015 National Innovation & Excellence Award. This is indeed a humbling award to receive considering the number of high calibre, successful Financial Planning firms across Australia.
This award is the third National Award our firm has received in the last 3 years and reflects the high standing and respect we have amongst our peers within the Millennium3/ANZ Group. These National Awards also underline our firms’ ongoing commitment to high levels of professionalism and holistic advice, our client centric approach, commitment to client education, excellence in innovation using technology including the launch of our online Financial Knowledge Centre and the launch of our Advice for Women (VOW) initiative.
Individual Awards 2015
Eric Bohl - Director/Senior Financial Planner
Winner - ‘State Financial Planner of Year Vic/Tas 2015’
We are also extremely proud to announce that Eric Bohl was awarded the State Financial Planner of the Year Vic/Tas for the 4th year running. This is indeed a magnificent achievement for Eric and a true reflection of his professionalism, passion, commitment and above all his continued desire to deliver high level advice to clients.
Antonietta Muraca - Senior Financial Planner
Nominee - ‘National Rising Star Nominee 2015’
We are also proud to announce that Antonietta Muraca was nominated for the 2015 National Rising Star Award. This clearly illustrates Antonietta’s passion, commitment, drive and professionalism. This is an outstanding achievement by Antonietta given she has been with our firm less than 12 months and new to the Financial Planning industry.
International Recognition – 2016 MDRT Conference, Vancouver Canada
As a result of our achievements, Select Advice Financial Planning has been invited to attend the 2016 International Financial Planning Conference (MDRT) held in Vancouver, Canada in June. This is a prestigious ‘invitee only’ conference attended by the top Financial Planners from around the world.
This year we are proud to have qualified to attend the MDRT Conference at the highest possible qualifying level (Top of the Table.) This means we have been recognised amongst the ‘best of the best’ from around the world.
Galaxy of Stars – Study Tour
As National Milllennium3 National Award winners, Select Advice Financial Planning has also qualified to take part in a study in Vancouver. Study tours in the past have included; 2014 New York which included meetings with some of the largest Fund Managers in the world, 2015 San Francisco which included meetings with some of the largest Social Media companies and Fund Managers in Silicon Valley. These study tours are an important aspect of our ongoing commitment to education, knowledge and excellence.
Our Strive for Excellence
As a firm, Select Advice Financial Planning is very proud of its achievements and National Awards in the past 3 years. We are pleased to be recognised amongst our peers but most importantly we feel privileged to be the trusted advisers for all our clients and we will continue to set high standards of excellence for professionalism, ethics, client support and engagement and holistic levels of advice.