Our team continues to receive awards in recognition of our technical expertise and contribution to the industry. We believe the whole team is greater than the sum. We are an enthusiastic and motivated crew who work together providing outstanding client service.
WINNER Goals Based Advisor of the Year / Shannon Smit
WINNER Marketing Consultant of the Year / Vivienne Bethune
FINALIST Paraplanner of the Year / Bianca Carroll
WINNER Financial Advisor of the Year / Shannon Smit
FINALIST Marketing Professional of the Year / Vivienne Bethune
Regional Professional of the Year / Shannon Smit
Executive Assistant of the Year / Bianca Carroll
IFA AWARDS
Marketing Program of the Year
Regional Advisor of the Year / Shannon Smit
Rising Star of the Year / Brandon Tilley
30 UNDER 30 AUSTRALIAN ACCOUNTING AWARDS
Public Accountant of the Year / Brandon Tilley
New Member Firm of The Year
OPTUS MY BUSINESS AWARDS
Regional Business Leader of the Year / Shannon Smit
Marketing Program of the Year
Office Administrator of the Year / Nicole Wicks
Professional Development Program of the Year
Finance Business of the Year
Office Administrator of the Year / Nicole Wicks
Marketing Program of the Year
Small Business Advisor of the Year
Business Advisory Firm of the Year
Multi Service Firm of the Year
Transfer Pricing Leader of the Year / Shannon Smit
Small Business of the Year
Partner of the Year - Boutique Firm
VIC Accounting Partner of the Year
Partner of the Year - Less Than $1B