Financial Advisor Team of the Year

Financial Advisor Team of the Year applies to financial advisors who offer advice on financial planning matters and recommend suitable financial products to private clients, trusts and charities.

Entries should focus on the past year only and include the following:

  1. Demonstrate how the team understands and aligns the business with the needs of the private client and fiduciary community, detailing access to products and services that add value.
  2. Demonstrate a commitment to transparency and integrity.
  3. Demonstrate a variety of fee options.
  4. Demonstrate excellent technical skills, specifically in relation to high-net worth individuals, trusts and estates, with a qualified team with support for continued professional development and education.
  5. Demonstrate excellent client service that aims to build lasting relationships and is aligned with the interests of clients.

 Submission Template 

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