In the last month, Wealthwise has received 3 prestigious financial planning industry awards.
The company received the Financial Wisdom Quality Recognition and WA Practice of the Year awards while adviser Paul Turner won the Financial Planning Association’s WA Value of Advice Runner-up.
The Financial Planning Association of Australia (FPA) is the professional association for qualified financial planners in Australia while Financial Wisdom is a financial planning organisation that has built a reputation over the last 18 years for “considered thinking” in offering financial advice.
Because these two organisations have such high standing in Australia’s financial planning industry, Wealthwise see this as a notable achievement.
”We’re very proud to receive this recognition from our peers in the financial planning industry,” says Jamie Luxton, principal of the Perth-based company. “There are a lot of companies out there doing great work for their clients, so for us to win 3 awards in one month is something very special. We are a very service-focused company and this demonstrates what a great job Wealthwise advisers and office staff are doing for our clients.”
The General Manager of Financial Wisdom, Mark Ballantyne, also congratulated Wealthwise on their achievement:
“Wealthwise are an active contributor to the Financial Wisdom network and we are pleased that they have been recognised through a number of award. The Quality Recognition Award is voted by the team that audits the files and sets the Licensee Standards we all adhere to so this is high praise. This, on top of Paul Turner’s runner-up in the WA FPA awards and Wealthwise winning the WA State Practice of the Year for Financial Wisdom, rounds out a very successful year for Wealthwise.”