Over 350 of the nation’s top Advisers and industry executives gathered at Doltone House on Jones Bay Wharf in Sydney last Friday for the ifa Excellence awards, created to recognise professional excellence and highlight the sector’s top individuals and businesses. These awards are the only industry awards dedicated exclusively to boutique and non-aligned Financial Advisers.
Infocus Wealth Management Managing Director Rod Bristow accepted the ifa Excellence Award for the Innovator of the Year (Company). Rod said that “As an independently owned dealer group it was great to be recognised in both the Dealer Group of the Year and Company Innovator of the Year categories. Winning the Innovator of the Year (Company) really recognises the market leading development that has been undertaken within the group over the past few years to help our advisers grow revenue, increase efficiency and effectively manage risk”.
“We have set a high standard in the way the Adviser market works, and created software that is able to evolve by supporting advisers in accessing opportunities to grow their business and quickly respond to legislative changes. Our unique service model combines financial advice, proprietary technology and business support with a hands-on approach to business development, operational excellence and quality compliance services.” Rod said.
Platformplus proprietary technology, developed by Infocus, is now the preferred CRM and advice generation software system used by over 740 Advisers. The technology supports advisers with a number of technology channels inside and outside of the CRM including a comprehensive client engagement hub that works with Platformplus to create custom newsletters through a custom-built client communications portal. This enables Advisers to easily engage clients through multiple channels. Infocus’ philosophy of leveraging technology to create efficient business process also extends to how the group facilitates professional development events with Advisers through the group’s adoption of APP technology.
Russell Stephenson, head of wealth at Sterling Publishing (publisher of ifa), said the awards are a strong endorsement of the important work being conducted by independent and non-aligned advice professionals across the country, helping people to achieve their financial goals.
“The calibre of the entries this year is testament to the strength of the IFA market and I would like to congratulate all the finalists and the winners,” he said.
More information on the award winners and finalist, including judging criteria and insights from previous finalists and winners, can be found at ifaawards.com.au.
About Infocus Wealth Management Limited
Infocus is an independently-owned national wealth management group delivering financial advice, funds management and technology solutions.
The financial advice division includes an adviser network of around 180 Financial Advisers across two dealer groups, Infocus Securities and PATRON Financial Advice. Infocus and PATRON advisers are located in 118 practices across Queensland, New South Wales, ACT, Victoria, South Australia and Western Australia, providing financial planning advice to over 55,000 retail clients nationally. Group funds under advice are around $4.4Bn and risk premiums under advice around $67M.
The funds management division directly manages around $290M via subsidiary Alpha Fund Managers. The technology division’s focus is on proprietary CRM and advice generation software, PlatformPlus, which has over 740 users nationally.
Enquiries in relation to this media release can be directed to Rod Bristow, Managing Director Infocus Wealth Management, on 1300 463 628.