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:
Financial Adviser of the Year Award
Business of the Year Award
Boyce Financial Services
(Wagga Wagga, Cooma, Dubbo, Goulburn & Moree NSW)
Dealer Associate of the Year Award
MBA Wealth Solutions
Future Leaders Award
Belmores Wealth Management
Excellence in Risk Award
'Brian Murray' Community Spirit Award
Brown & Bird Financial Planning
Andy Marshall, National Manager IOOF Alliances, was also delighted to announce the winners for the IOOF Alliances awards: