by Infocus
The Infocus Group’s annual conference, iCON16, was held in Singapore last week. In addition to celebrating the successes of the leading businesses providing quality advice across the Infocus and Patron AFSLs within the Infocus Group, iCON16 also raised nearly $18,000 for Infocus’ chosen charity, Beyond Blue.
Rod Bristow, Managing Director and CEO of the Infocus Group, said “What a great conference! The iCON16 themes of change, transitioning from an industry to a profession and delivering quality advice really resonated. Our advisers have worked hard in the last few years, adjusting to these themes and continuing to deliver great outcomes for their clients. It was nice to pause, reflect and celebrate these great achievements”, Bristow said.
“It was also wonderful to see the generosity of conference attendees in supporting Beyond Blue and the amazing work they do in providing information and support to help everyone in Australia achieve their best possible mental health, whatever their age and wherever they live”.
The Outstanding Adviser Award for the Infocus AFSL was awarded to Amanda Doyle from Infocus South Perth. Receiving the Award, Amanda said “It was with great pleasure that I received the outstanding adviser award for the Infocus licensee. This past year has been a steady stream of having the honour of assisting all sorts of new clients with a vast array of needs and objectives. For the first time in many years I conducted a client survey and it was extremely rewarding and uplifting to read the responses of the individual clients and to know that I have had a positive impact on their lives and will continue to do so with frequent contact going forward.”
For the PATRON AFSL, the recipient was Kaylee Garden from Garden Financial Services. Kaylee said “I am proud to accept the Outstanding Adviser award for Patron for 2016. We are part of one of the most fast-paced industries when it comes to change. As advisers we need to accept this and move with the times but above all else the client’s best interest must come first. We are most proud of the continuing effort our team at Garden Financial Services put in to provide our clients with exceptional customer service.”
The Leading Advice Businesses across the Infocus Group were also recognized at iCON16. Chosen by the Infocus Group Senior Leadership Team, twenty of the more than one hundred business owners across the Group were recognized for operating businesses that are future-focused and growing sustainably, delivering quality advice and outstanding customer service. A full list of the Infocus Group Leading Advice Businesses is included in the release.
For more information, contact Rod Bristow, Managing Director and CEO, Infocus Wealth Management, 1300 463 628 or visit www.infocus.com.au
A full list of the iCON16 Adviser Award winners is as follows (with image attached below):
Outstanding Adviser Awards
Award | Criteria | Awarded to
PATRON AFSL |
Awarded to
Infocus AFSL |
Outstanding Adviser Award | Adviser that delivers high quality advice and exceptional client service | Kaylee Garden
Gardens Financial Services |
Amanda Doyle
Infocus South Perth |
Outstanding Team Member Award | Team Member who provides outstanding support to ensure their advisers continue to succeed | Karen Benchrif
D W McNeice & A R McNeice |
Sam Young
SLG Financial Services |
Dealer Group Award | Adviser who is recognised as leading their business in the transition to a profession | Harry Garden
Garden Financial Services |
Rob Hutchison
WA Wealth Managers |
Excellence in Business (Growth) Award | Growth in overall business revenue while maintaining quality advice | Shivi Malik
Provida Finance |
Adam Woodhouse
Infocus Cape York |
Excellence in Business (New Business) Award | Growth in new business while maintaining quality advice | Scott Malcolm
Money Mechanics |
Neil McCoist
Infocus Brisbane (Brendale) |
Excellence in Service Award | Consistently high standards of client service, measured by client feedback | Stephen White
Lombard Private Wealth |
Jamie Panelli and Ayesha Brine
Infocus Norwood |
Excellence in Professional Standards (less than 2 years with the AFSL) award | Delivery of high quality advice | Reg Sheridan
Sheridan and Associates |
Emma Brooke
GTC Financial Services |
Excellence in Professional Standards (more than 2 years with the AFSL) award | Delivery of high quality advice | Herbert Tomaschett
Equity Resource Financial Planning |
Gavin Rogers
Infocus Mackay |
Rising Star Award | Best new adviser to the group | Daniel Corbett
Full Financial Advice / King of the Mountain Financial Advice |
Tom Graham
SLG Financial Services |
Infocus Group Leading Advice Businesses 2016/2017
Leading Advice Business | Business Owner |
Patron AFSL | |
Chan & Naylor Australia Financial Planning | David Hasib |
2M Financial Group | Jon Francis and Geoff Maunsell |
Garden Financial Services | Harry Garden |
Planning for Success | Sean Prosser |
MLS Financial | Michael Schembri |
Paul Larby Financial Services | Paul Larby |
Elevate Finance | Matthew Skehan |
Nest Egg Financial Planning | Andrew Brown |
Infocus AFSL | |
Infocus Adelaide (Norwood) | Jamie Panelli and Ayesha Brine |
Infocus Perth (South Perth) | Amanda Doyle |
Infocus Brisbane (Queen Street) | David Bentley |
Infocus Sydney CBD | Jeff Braysich and Bill Savellis |
Infocus Perth (Nedlands) | Geoff Bird and Martin Harkness |
Business and Wealth Partners | Rod Baker |
Prosperity Partners | Danielle Jones-Ballard |
Pennywise Investments | Jeff Glossop |
Infocus Sydney (St Leonards) | Jane Ridder |
Infocus Brisbane (Capalaba) | Peter Hansen |
Infocus Brisbane (North Lakes) | Colin Kehoe |
WA Wealth Managers | Rob and Dayle Hutchison |
*NEXT GENERATION CLIENTS* If you’ve received information from the Next Generation liquidators, Infocus has been appointed to take over the advice relationship and look after you going forward. We will send you an email with more information shortly. Rest assured, this is simply a change of financial planner and there has been no other changes made to your superannuation or investments. Our team of financial planners is looking forward to working with you. In the interim, please email hello@infocus.com.au or call (07) 5406 5000.