Adviser of the Year Winner!

 

Last month, Australian Unity held their annual adviser awards gala in Auckland, New Zealand, where we celebrated the success and achievements of advisers nationwide.

We are honoured and thrilled that George won the national Australian Unity 2023 Adviser of the Year Award.

The selection criteria for this award included:
• Business outcomes
• Advice quality – We received an ‘A rating’ for our annual compliance the second consecutive year
• Industry community contribution
• Client engagement and servicing

Advance Financial Planning was also a Finalist for Australian Unity 2023 Practice of the Year Award.

We are very proud of these awards. It’s an honour to be formally recognised for what our team do daily, helping our clients to enhance their financial wellbeing.

We’d like to take the opportunity to thank our clients for their ongoing support.

George receiving the Australian Unity 2023 Adviser of the Year Award
L-R: Michael Csavas, Australian Unity General Manager, Wealth & Capital Markets – Advice; George Tsakiris; Matt Brown, Australian Unity Executive General Manager – Advice

Leave a Comment