Financial Spectrum has been named as a finalist in the ifa Excellence Awards 2022 for Holistic Advice Firm of Year.
Financial Spectrum’s licensee, Climb Wealth, has also been named as a finalist for Dealer Group of the Year.
ifa Excellence Awards have rewarded the most exceptional financial advisers and businesses across the country, showcasing their achievements and honouring their efforts in contributing to the financial advice sector.
Financial Spectrum’s Managing Director, Brenton Tong, said that he was humbled to be recognised and proud to be named as a finalist in the ifa Excellence Awards.
“Financial Spectrum’s recognition for our excellent contribution to the financial advice industry reinforces the strength of our service and dedication to connecting with the community and engaging with clients.”
“We’ve been focused putting clients first since day one. Winning vindicates that this will continue to be the only way forward”, he added.
Thank you to all of our wonderful clients for contributing to this success. Helping you to live a great life gives us so much purpose and inspiration.
Winners will be revealed at the awards gala on November 16 2022. Wish us luck!
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If you have a friend or family member that would benefit from a free financial strategy session, refer them to us below. If they become a client, you’ll have the choice of two rewards as a thank you from us.
Either dine out on us with a $200 voucher to a restaurant of your choice. Or help build the financial capabilities of vulnerable Australians by making a $200 donation to The Centre for Financial Wellbeing (registered charity).
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Rebecca is passionate about promoting the positive impact of quality financial advice on personal wellbeing. Read her full bio here.
