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1) Winner of the 2008 Value of
Advice Awards
The Value of Advice award looks at the actual
quality and value a client has received from the
advice they have been given. As a firm which prides
itself on the strategies we implement for our
clients, and the outcomes we achieve, we are very
proud of these rewards and what they represent. It
is one thing to believe you offer a premier advice
based service to your clients, but it is far better
to have that view confirmed by a 3rd party judge. |
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2) IFA 2007 National Financial Planning Practice of
the Year
The IFA awards are the pre-eminent awards within the
financial planning industry and we were delighted in
2007 to have finished 3rd, and
Victoria's only finalist. |
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3) Winner of the 2007 Value of
Advice Awards
Ward Financial Group is the only firm to have won an award in both 2007
and 2008. |
4) “Rising Star” 2008
Cameron O’Sullivan was awarded the
inaugural Rising Star award, for
advisers with less than 5 years of
experience. |
5) Victorian Practice
of the Year in 2008
Ward Financial Group was selected as the
premier practice for Victoria. |
6) 2007 Asset Magazine/Australian
Financial Review
Finalist in the 2007 Asset
Magazine/Australian Financial Review
National Innovation award for Marketing
Ward Financial Group was a finalist for
the innovative way in which it marketed
to accountants and other referral
sources. |
