Our response to limit the spread of COVID-19 | Read here

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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Our response to limit the spread of COVID-19

  • As COVID-19 continues to spread, we would like to take a moment to let you know what Financial Spectrum is doing to respond.While we haven’t been directly affected with any confirmed cases, we are taking all reasonable precautions to remain safe.Our priorities are:
    1. Keep our staff and clients safe
    2. Stay fully operational in our service delivery and continuing to manage your financial affairs
    3. Play our part in minimising the impact on our community against the spread of COVID-19

    Financial Spectrum has the technology, infrastructure and systems to continue business as usual remotely and our staff will now be working from home.

  • You should notice no change to our service, with the exception that we are encouraging our clients to meet via video call, rather than face to face, unless requested. We will be contacting all clients with meetings booked over the next two weeks with instructions for a video call.This is an evolving situation and we will continue to monitor developments. We will keep you informed of any material changes to our approach.These are unprecedented times and we understand that many of you will be feeling unsettled about your finances. We would like to assure you that we are open for business and are here to help you. If you don’t have a meeting booked but would like one, or if you have questions, please contact us at info@financialspectrum.com.au or on
    02 8238 0888

Brenton Tong

Managing Director

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