Key Summary:

• The Hopkins Group (THG) won ‘Holistic Advice Firm of the Year’ in the 2022 IFA Excellence Awards
• THG also received seven other finalist nominations under the ‘individual categories’
• The IFA Excellence Awards is hosted by the Independent Financial Adviser

 

We are excited to announce that The Hopkins Group (THG) won the 2022 ‘Holistic Firm of the Year’ IFA Excellence Award. This award is a testament to our seamlessly integrated service offerings and their value to our clients.  

THG and its staff also received seven other finalist nominations under the ‘individual categories, including: 

• Holistic Advisor of the Year – Michael Williams, Managing Director
• Holistic Advisor of the Year – Daniel Boote, Senior Financial Advisor
• Client Outcome of the Year – David Romanovski, Senior Financial Advisor
• Client Servicing Individual of the Year – David Romanovski, Senior Financial Advisor
• Goal-Based Advisor of the Year – Mark Wenzel, Senior Financial Advisor
• Investment Advisor of the Year – Mark Wenzel, Senior Financial Advisor
• SMSF Advisor of the Year – Mark Wenzel, Senior Financial Advisor  

We would also like to extend our congratulation to all our staff. A genuinely holistic advice firm requires more than sound financial advisors – but an equally good team behind them.  

With their support, our Financial Advisory Team can provide a truly holistic and seamless integrated service offering to our clients.  

We also thank the organiser of the IFA Excellence Awards, the Independent Financial Adviser. The event offers the industry a forum to congratulate outstanding independent financial advisors and a place to celebrate our industry’s successful individuals and companies.