Jason named a semi finalist in Adviser of the Year Award.

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Jason Petersen

Jason Petersen

Congratulations to Jason Petersen, our Head of Wealth Management, who has progressed as a semi finalist in the Association of Financial Advisers (AFA) ‘Adviser of the Year’ award for 2016!

The original full group of nominees reduced to just six semi finalists following telephone interviews of selected candidates conducted earlier this month.

According to the AFA’s website, “Since 2003, the AFA has recognised those advisers who sit at the very pinnacle of their profession. The ‘Adviser of the Year’ Award recognises qualities of leadership, innovation, customer focus and professional excellence that drive our industry forward.”

Next steps in the judging process include a site visit by one of the judges and a Customer Experience Survey.

Following this, the group of six semi finalists will reduce to three finalists, with the ultimate winner being named on 7 October at the AFA National Adviser Conference.

Being shortlisted as a semi finalist in this prestigious award is a fantastic recognition of Jason’s expertise and passion for what he does.

We are tremendously proud of Jason and are delighted that his skills have been acknowledged in this way.


2018-01-22T08:14:25+00:00 August 19th, 2016|