FP coaching business recognises its best advisers and practices
A financial planning coaching business, Beddoes Institute, has named Securitor Financial Group, Meilennium3 and Hillross Financial Services as winners of their best practice awards.
Beddoes Institute who founded the Most Trusted Adviser Network (MTA) awards, names the Securitor Financial Group network, Meilennium3 and Hillross Financial Services as winners of their best practice awards.
The MTA awards were given to nine financial advisers, and eight financial advice practices.
Some of the other awards included ‘Most Trusted Practice', which went to Wealth Fusion and Hillross Fairy Meadow, while the ‘Client Service' award went to SAM Group.
Their ‘Most Trusted Adviser' awards went to Greg Lourens at SAM group and David Reed of The Retirement Advice Centre.
The MTA Awards are based on 3,750 client ratings, from 137 of Australia's MTA advisers and 64 MTA practices.
Director of Beddos Institute, Dr Rebecaa Sheils said winners and finalists are selected based on how they are rated by their clients, while "advisers and practices needed... a client survey response rate of 47 per cent, which mean that the awards are based on a large and representative sample of clients."
Recommended for you
Insignia Financial has returned to profit in FY25, after a $185m loss in the previous year, while its advice division grew their revenue per adviser by 14 per cent.
With licensee switching on the rise, particularly for newer advisers, compliance expert Sean Graham has shared red flags to watch out for when making the jump between AFSLs.
Beyond their investment benefits, over a third of advisers say utilising managed accounts solutions has allowed them to take on more clients, according to Praemium.
Insignia Financial’s wrap platform has appointed Heidi Press, former HUB24 head of product management, to spearhead the design and delivery of the MLC Expand platform.
