On 21 November 2018, Wotherspoon Wealth was recognised by the Financial Planning Association (FPA) of Australia as the 2018 Professional Practice of the Year.
We are incredibly proud of our work so far, and of our team in living and breathing the highest of standards in providing valuable advice and guidance to our clients. Especially in the current climate of poor trust in the financial services industry, uncovered by the recent Royal Commission, we are grateful for the faith and trust placed in us by our clients to deliver positive results.
We have a simple motto in our back office: “Give the advice you would like to receive.” Essentially we’re in the business of delivering on trust.
The FPA recognises high quality financial planning practices that exhibit the highest professional and ethical standards, and act as positive role models creating excellent outcomes for clients.
The Award seeks evidence of an outstanding professional practice that:
- lives the ‘client first’ principle;
- upholds the highest professional and ethical standards;
- offers financial advice that is without conflicts and in the best interests of clients;
- delivers services efficiently and professionally; and
- has made a positive contribution to the Profession.
We thank our dedicated team of experts for their dedication and ethical leadership; always putting client needs first and providing the highest quality advice.
We think this attitude among our high-quality staff in our unique position of true independence ensures we can deliver excellent client outcomes.
We often receive calls from colleagues interested in employment, which suggests we’re being noticed – all for great reasons. It is reassuring and motivational to now receive peer recognition for our point of difference and ethical manner.
We believe in a higher standard of financial advice, free from product bias and conflicts of interest. Get in touch with one of our experts today!
Disclaimer: All information in this article is intended to be general in nature for discussion purposes only. So you should not rely on it and seek personalised professional advice before making any decision.