We are very excited to announce that Crest Financial Services has won Charter Financial Planning’s inaugural NSW/ACT Practice of the Year award!
The acknowledgement and recognition Crest Financial Services received from Charter is important to us and highlights the value and positive impact our financial planning advice has on the everyday lives of our clients.
The awards night, held last Friday at the Sofitel Sydney Wentworth Hotel, recognises the high standards of financial planning advice that practices like Crest provide to clients throughout NSW and the ACT. The night included the presentation of awards for excellence and also honoured those who have provided many years of professional advice within the wider Charter community.
Advisers Paul Howden, Andrew Thomas, Rhys Higgins and Patrick Hancock attended the event. Andrew said a few words of thanks and made a special mention of the great effort made by the Crest team.
Crest Financial Services would also like to congratulate the NSW/ACT State Adviser of the Year, Trina Wood, of Green Associates in Canberra, and the NSW/ACT Value of Advice award winner, Michael Allen, of KeyStone Advice Partners in Wollongong.
As winners of the NSW/ACT award, Crest Financial Services is now in the running to win the National award, which will be announced in January 2018.