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Financial Spectrum recognised as top financial advice firm

We’re thrilled to announce that Financial Spectrum has been shortlisted for four awards at the ifa Excellence Awards Awards 2020, showcasing the top financial advisers leading the way in the industry.

Financial Spectrum has been named as a finalist in the ifa (independent financial advice) Excellence Awards Awards for the following awards:

  1. Holistic Advice Firm of the Year
  2. Holistic Adviser of the Year (Brenton Tong)
  3. Client Outcome of the Year
  4. Paraplanner of the Year (Hanna Shepherd)

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

The ifa Excellence Awards showcases the industry’s most prestigious accolades, recognising excellence across the entire independent financial advice industry.  The awards pinpoint professional development and innovation, showcasing the top financial advisers leading the way in the industry.

“I congratulate this year’s finalists for the contributions they have made to their clients’ lives in the face of particularly challenging circumstances this year”, ifa editor Sarah Kendell said.

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 2020.”

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

“We’ve been focussed 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 live stream black tie event on 29 October.  Wish us luck!

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