Jason progresses as a Finalist in Adviser of the Year awards.

/, Financial Planning, Financial planning Sydney, Uncategorized, Wealth management/Jason progresses as a Finalist in Adviser of the Year awards.

jason-low-resWe are absolutely delighted to announce that Jason Petersen – our Head of Wealth Management – has progressed to the final stage of the judging process for the 2016 Adviser of the Year Award!

Today we have learned that Jason is now a Finalist – one of just three contenders – in the prestigious awards hosted by the Association of Financial Advisers (AFA) and Zurich.

To progress as a finalist, Jason was judged on a number of key elements, including a site visit by one of the judges, and the results of a client survey recently conducted by specialist provider, the Beddoes Institute.

[Preliminary results from the survey are terrific and we will be very happy to share these with you when the full report is presented to us in the next month.]

Being named a finalist is a massive achievement and we are very proud of Jason and the fantastic work he does for clients, as well as in leading our wealth management team. I also acknowledge the entire team at 5 Financial who all work very hard to deliver exceptional services on behalf of our clients.

The final winner will be announced at the AFA 2016 National Adviser Conference in Canberra on 7 October. Go Jason!


2018-01-22T08:14:25+00:00 September 12th, 2016|