We are very pleased to announce that LifeTime Financial Group’s dealer group, “Advice Evolution” has been selected as a finalist in the IFA Excellence Awards dedicated exclusively to boutique and non-aligned financial planners.
When Anthony Stedman, Grant Simpson and David Harris took the decision to provide their clients with unbiased and independent advice, they recognized the need to establish and own their own license.
The cornerstone to building the new dealer group was to recognize the importance of complete autonomy from the major institutions and to surround ourselves with like-minded financial planners. Like-minded planners who are completely focused on delivering the best possible outcomes for our clients.
The IFA Excellence Awards is an industry first and the only industry award dedicated exclusively to boutique and non-aligned financial advisers.
The inaugural IFA Excellence Awards, an initiative of leading publication IFA, recognises top performing advisers and dealer groups across the advice sector in categories that count.
More than 200 advisers were nominated for the awards, with just 62 finalists being announced across the 13 categories.
Winners will be announced at a five-star business luncheon at the Australian Technology Park, Sydney on August 14.
QUOTES FROM RUSSELL STEPHENSON, PUBLISHER
“The IFA Excellence Awards highlights what it takes to be successful within the industry and recognises those advisers and licensees that have gone above and beyond over the past year.”
“As the industry continues to evolve, the finalists of the IFA Excellence Awards are at the forefront, providing a benchmark for others to strive towards.”
“These awards are the pinnacle of professionalism and innovation within the industry and I would like to congratulate all of the finalists for driving the independent advice sector to new levels of excellence.”
Our decision to separate ourselves completely from the vertically integrated model has been one of the most important business decisions we have ever made. And one that we are proud to say we have completed with aplomb.
This decision has ensured we remain relevant to the needs of our clients in an ever-changing financial world. And one in which our clients and the wider community of clients will come to understand and value.
With the press recently highlighting the behavior of the large institutionally controlled and managed advice channels, the need to be seen to be acting completely in the best interests of the client is paramount to developing and retaining clients who are engaged in and build a clear understanding of the advice process and how important that is to their future financial security.
We will keep you posted on the results. Best of luck Advice Evolution. You deserve it
Anthony Stedman CFP FFPA
LifeTime Financial Group.
An independently owned Melbourne based Financial Planning Firm