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News - November 8th, 2016

Media Release | Leading Advisers Rewarded at iCON16 Annual Conference

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

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