Financial Advice Blog

Financial Spectrum named a top financial advice firm

Financial Spectrum has been recognised as a top financial advice firm at the ifa Excellence Awards Awards 2021.

We’re thrilled to announce that Financial Spectrum has been shortlisted for three awards at the ifa (independent financial advice) Excellence Awards Awards 2021, showcasing the top financial advisors leading the way in the industry.

Financial Spectrum has been named as a finalist for the following awards:

  1. Holistic Advice Firm of the Year
  2. Holistic Advisor of the Year (Brenton Tong)
  3. Client Outcome of the Year

Financial Spectrum’s licensee, Climb Wealth, has also been named as a finalist for Dealer Group of the Year.

The ifa Excellence Awards is the pinnacle event for recognising the outstanding achievements and excellence of exceptional professionals across Australia’s financial advice sector. This is the third year running Financial Spectrum has been named a finalist.

The awards were created to acknowledge and reward the contributions of the top financial advisors in Australia, noting their dedication to their profession.

“At a time of change and upheaval for the industry, and after another year of business and family disruption as a result of COVID, it’s so important to take some time and recognise the achievements of the independent financial advice industry and the fantastic innovations that are going on inside advice businesses,” says ifa editor Sarah Kendell.

“A huge congratulations to all of this year’s finalists for their outstanding dedication to client service through such a challenging time and the excellent examples they are setting for their peers around adaptation and success through adversity.”

Brenton Tong, Managing Director of Financial Spectrum, said that he was “humbled to be recognised and proud to be named as a finalist for several awards in the ifa Excellence Awards Awards 2021.”

“Financial Spectrum’s recognition for our excellent contribution to the financial advice industry reinforces the strength of our service and our dedication to our clients and community.”

“We’ve been focused on innovation and putting clients first since day one.  Being shortlisted as one of the best financial planning firms vindicates this will continue to be the only way going forward”, he added.

The winners will be announced at a black tie event on 17 November. Wish us luck!

Share this article


More articles

Talk to us, guaranteed value

We’re so confident about creating value for you quickly, that we guarantee it with a 100% money-back guarantee.

Book a complimentary financial strategy session.