Securitor reaches industry milestone



More than 200 advice professionals gathered at a Securitor gala dinner last week, as the financial advisory firm celebrated 30 years of partnership and collaboration agreements with various advice practices.
The awards of National Practice of the Year, National Adviser of the Year and National Rising Star of the Year were among those given, with winners subject to a review panel of four industry leaders.
Securitor managing director, Mark Fisher, said the event was important for recognising the brightest in professional advice.
The Rising Star of the Year award was presented to David Simon, while AHS Financial planner, Heidi Schwegler, was awarded national adviser of the year.
Newcastle-based Crosbie Wealth Management took out the national practice of the year.
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.