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The Hopkins Group Wins ‘Holistic Advice Firm of the Year’ in the IFA Excellence Awards | 2 Minutes Read

17/11/2022

Key Summary:

 

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. 

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The Hopkins Group

Street Address

Level 23, 500 Collins Street, Melbourne, VIC 3001

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GPO Box 4347, Melbourne, VIC 3001

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