Fin Wiz launches new achievement awards
West Australian practice Wealth Wise and Melbourne-based Ward Financial Group are the inaugural winners of two Financial Wisdom achievement awards.
Wealth Wise won the new Financial Wisdom Practice of the Year award, while Melbourne-based Cameron O’Sullivan from Ward Financial Group was crowned Rising Star of the Year.
Wealth Wise “stood out by the depth of its client relationships and for engaging clients in a relationship beyond the fundamental business of good strategic advice”, according to a Fin Whiz media release.
It is a “large practice by industry standards”, employing 6 advisers and 11 support staff, and has achieved a revenue growth rate of 40 per cent last financial year, the media release said.
Rising Star of the Year winner Cameron O’Sullivan, was recognised for his “outstanding achievement in building on the successful practice started by Barry Ward”, according to the release.
O’Sullivan (33) joined the industry “just four-and-a-half years ago but has achieved outstanding credits to date with the practice, which focuses on self-managed super funds and runs its own investment platform”, it said.
He was the winner of the Financial Wisdom Value of Advice Award in 2007 for pre-retirement strategies.
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