Local business, Prosperity Advisers Group has been announced the Advisory Firm of the Year for the 2018 Hillross Financial Services Awards.
The award recognises the firm’s overall professionalism, operational excellence, superior client service, advice delivery and implementation.
CEO and Founder of Prosperity Advisers Group, Allan McKeown said the business is proud to have won such a sought-after accolade.
“To win the Advisory Firm of the Year is wonderful recognition for the tremendous effort our team has demonstrated towards showing ongoing excellence in providing personal financial advice as well as a clear passion for clients,” Allan said.
“We are very proud of the collective efforts of our people across our Newcastle, Sydney and Brisbane offices.”
Independent client research through the Beddoes Institute was instrumental in deciding the award winner as was demonstrating a commitment to ongoing excellence in providing personal financial advice, robust and high quality advice processes and a clear and demonstrable passion for clients. The client survey results exceeded the top firms nationally in every category.
In accepting the award on behalf of the firm, Director Gavin Fernando acknowledged the contribution of the whole financial services team and the broader Prosperity Advisers Group in ensuring wealth management was an integral part in helping the team achieve success for their clients.
“Our aim is to create happy and secure futures for clients and in turn create advocates for our firm, our people and the value of advice. We are thrilled to gain this recognition from Hillross,” Gavin said.
At the ceremony the firm was also recognised again as a leading advice practice, securing its status as a member of the elite Strategist Group among Hillross licensed financial advice firms.
Prosperity Advisers Group has its head office based in Newcastle, with additional offices in Brisbane and Sydney.
Through more than 25 years of successful operation, Prosperity Advisers Group has drawn on the varied technical expertise, industry experience and the resources of its diverse teams to support clients to understand and then achieve their financial goals.
With more than 150 staff across locations in Sydney, Newcastle and Brisbane, Prosperity delivers services in business advice and accounting; taxation; corporate assurance; wealth management; and employee benefits and services.
Prosperity works with individual and family investors, small, medium and large privately owned or family businesses, entrepreneurs, small and mid-cap ASX listed companies, government agencies, state-owned corporations and not for profit groups.