We have some wonderful news to share!

At the recent National Personal Financial Services Annual Conference held on the Gold Coast, Advance Financial Planning was honoured with the prestigious Practice of the Year Award 2024 (1-2 Adviser Representatives).

This award recognises our dedication to:

• Engaging and serving our clients
• Providing high quality advice: We earned an ‘A rating’ for our annual compliance for the third year in a row
• Staff engagement
• Contributing to the industry community
• Achieving great business outcomes and acumen

We’re also thrilled to announce that Britt Mueller was one of three finalists for the Rising Star Award 2024.

We are incredibly proud of these achievements and really appreciate your ongoing support and trust. Thank you for being with us on this journey and allowing us to help improve your financial wellbeing.

The Advance Financial Planning team
George, Britt, Lisa, Sharon, Jacob and Alex

George and Britt receiving the Personal Financial Services 2024 Practice of the Year Award. It was a Great Gatsby themed event!
L-R: Matt Brown – Executive General Manager Advice, Entireti; Britt Mueller; Jason Gapps – Head of Practice Engagement & Growth – Entireti; George Tsakiris; Neil Younger – Group CEO & Managing Director – Entireti