The IFA excellence awards recognise independent and non-aligned financial advisors, celebrating best practice and business acumen. 400 financial advisors representing australia’s leading firms, gathered in Sydney on 12th august to recognise the industry’s best operators.
We are honoured that Chris Willaton was named Investment Advisor of the Year for 2016, based around a detailed submission covering full business metrics, client service and growth strategies, innovation and client testimonials.
In thanking the judges, Chris Willaton said the calibre of finalists not only reflects how the Australian investment community values independent or non-aligned advisors, but also the growing awareness of the benefits of an MDA (managed discretionary account) offering and a recognition of the importance of being able to invest internationally.
With life expectancy increasing as well as the options for investment, the role of the investment adviser has never been more relevant. ‘Post GFC, Akambo Private Wealth observed a growing demand for transparency, control and flexibility from a broad spectrum of investors – but particularly pre and post retirees, who were the largest portion of our client base. In seeking a solution that enabled swift asset re-allocation, transparency, and the ability to tailor individual investment portfolios, we aligned Akambo with an MDA provider. This not only provides clients access to Australian listed investments, but also to direct and transparent ownership of listed securities on exchanges around the world and wholesale fixed income opportunities.
‘A cornerstone of Akambo Private Wealth’s business has been the joint ventures we have established with numerous accounting groups. Whilst our philosophy of actively managing portfolios of direct Australian shares has held great appeal, it has been the MDA and Akambo’s direct international investment capabilities that come with this that has been instrumental in their continual client referrals.
Akambo Private Wealth is committed to delivering our clients a first class product backed by industry experienced and dedicated advisors to assist and guide them to achieving their financial goals.
We are a licensed financial advisory providing individually tailored advice, so the focus is on obtaining the best outcome for your investments and retirement assets.
We strive to deliver effective investment solutions that support your specific needs, personal circumstances and life aspirations.
“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.” – Russell Stephenson, Publisher