IFA Finalists

We are delighted to announce that Centaur Financial Services, Hugh Robertson, and Jenna Wheeler have been listed as Finalists for the ifa Excellence Awards.

Centaur Financial Services has been named as a finalist in the ifa Excellence Awards for Client Servicing Company of the Year and Self-Licensed Firm of the Year.

Hugh Robertson has been named as a finalist in the ifa Excellence Awards for Goals-Based Adviser of the Year, Holistic Adviser of the Year, Investment Adviser of the Year and Practice Principal of the Year.

Jenna Wheeler has been named as a finalist in the ifa Excellence Awards for  Client Outcome of the Year and Client Servicing Individual of the Year

The finalist list, which was announced on 24 August 2021, features over 210 high-achieving financial services professionals across 27 submission-based categories.

The ifa Excellence Awards is the pinnacle event for recognising the outstanding achievements and excellence of exceptional professionals across Australia’s independent advice sector.

The awards were created to acknowledge and reward the contributions of professionals leading the charge within the financial advice industry, noting their dedication to their profession.

After the past year of uncertainty and challenges brought on by the pandemic, now more than ever, it’s important to stop and take a moment to celebrate both your accomplishments and those of your peers.

“At a time of change and upheaval for the industry, and after another year of business and family disruption as a result of COVID, it’s so important to take some time and recognise the achievements of the industry and the fantastic innovations that are going on inside advice businesses,” says ifa editor Sarah Kendell.

“A huge congratulations to all of this year’s finalists for their outstanding dedication to client service through such a challenging time and the excellent examples they are setting for their peers around adaptation and success through adversity.”

Hugh Robertson, Managing Director at Centaur Financial Services, said that he was humbled to be recognised and proud to be named as a finalist in the ifa Excellence Awards 2021.

“Centaur Financial Services’ recognition for our excellent contribution to the Financial Advice industry reinforces the strength of our service and dedication to connecting with the community and engaging with clients,” he added.

Click here to view the Finalist list for the ifa Excellence Awards.

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