Wise choice for risk adviser of the year
A Sydney-based adviser who has built-up the funds under advice in his one-man business to $120 million over 24 years, has been acknowledged as the industry’s best risk specialist after being named the 2004 Zurich Adviser of the Year.
Brian Boggs, principal of Wise Financial Services, beat an impressive field of nominees to take the award at this week’s Association of Financial Advisers’ (AFA) Annual Conference in Launceston.
A specialist in corporate and personal superannuation and investments, as well as risk insurance, Boggs is a regular public speaker on financial services issues and an avid supporter and sponsor of youth support initiatives.
AFA president and awards judge, Robin Yates, said Boggs won the award, which is open to members of the AFA, for “his innovative ethical management and the skill with which he manages the close working relationships with his clients and staff”.
“In today’s post-FSRA environment, where governance, fee and disclosure issues are centre stage, he epitomises industry’s demand that advisers take social and professional responsibility seriously in their day-to-day dealings,” Yates said.
Other nominees for this year’s award were risk advisers Peter Ferguson, Frank Richardson, Roger Budd, Marj Russell, Alan Krowitz, Brian Skinner and Peter Moyle, who was also a 2003 finalist.
The award is a joint effort between the AFA and Zurich Financial Services Australia to reward risk advisers for adopting better business practices.
Other judges this year were Zurich’s head of Life Risk, Chris Kirby, planner John Goldsbrough and Australian College of Financial Services principal Peter Carblis.
Recommended for you
ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice.
The number of active advisers on the HUB24 platform has risen to more than 5,200, helping it see quarterly inflows of $5.2 billion.
ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments.
CFS has formed a strategic partnership with the University of Sydney to support the responsible development of AI solutions in the wealth management sector.
