Lonsdale Financial Group (Lonsdale) announces its financial adviser and business awards for 2017. The highest individual honor, ‘Financial Adviser of the Year’ went to Tom Dawe of Queensland-based, Capital Focused. While the fiercely contested ‘Business of the Year Award’ was won by financial planning business, Boyce Financial Services, Wagga Wagga, Cooma, Dubbo, Goulburn and Moree, NSW.

The Lonsdale awards acknowledges individuals and businesses that deliver exceptional advice, invest in professional development, and show a commitment to clients through different financial life stages.

Judging criteria includes detailed assessments of business productivity, compliance audit ratings, professionalism, education and industry participation. As well as a peer nomination process.

Mark Stephen, CEO of Lonsdale said, “These awards are our opportunity to recognise the exceptional standard of advice and professionalism within our group. Each year the calibre of finalists increases making it difficult to recognise just one winner. We congratulate this year’s finalists and the winners on their outstanding achievements.”

Announced in October at the Lonsdale and IOOF Alliances Annual Conference in the Hunter Valley, the 2017 Lonsdale award winners are:

Award

Winner

Financial Adviser of the Year Award

Tom Dawe

Capital Focused

(Brisbane, QLD)

Business of the Year Award

Boyce Financial Services

(Wagga Wagga, Cooma, Dubbo, Goulburn & Moree NSW)

Dealer Associate of the Year Award

MBA Wealth Solutions

(Bathurst, NSW)

Future Leaders Award

Ben Douglass

Belmores Wealth Management

(Yarrawonga, VIC)

Excellence in Risk Award

Moneyplan

(Essendon, VIC)

'Brian Murray' Community Spirit Award

Mike Browne 

Brown & Bird Financial Planning

(Mackay, QLD)


Andy Marshall, National Manager IOOF Alliances, was also delighted to announce the winners for the IOOF Alliances awards:

  • Practice Excellence Award to KNP Financial Services (Armadale, VIC);
  • Advice Excellence Award to Prue Martin from Warrington Scott (Goulburn, NSW).