AWARDS & RECOGNITION

At the Money Matrix, our employees and owners are driven by a shared mission: To be the best in South Australia. 

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IFA AWARDS 2020

The ifa Excellence Awards showcases the industry’s most prestigious accolades recognising excellence across the entire independent financial services industry.

 

The awards pinpoint professional development and innovation, showcasing both the individuals and firms which are leading the way in the industry. Award recipients represent a true cross-section of the ifa industry, recognising the contributions of the profession’s most senior ranks through to its rising stars.

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CLIENT SERVICING COMPANY OF THE YEAR:

This award recognises the nation’s most effective advice firm when it comes to delivering a winning customer experience, taking into account the business benefits associated with effective customer service/satisfaction, such as the uplift in new, repeat and referred business and accompanying increase in revenue.

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HOLISTIC ADVISER OF THE YEAR:

This award recognises an individual who offers clients a multitude of advice services and professional disciplines, such as investment and risk advice, SMSF, tax and accounting, legal and estate planning, and mortgage and credit advice.

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PRACTICE PRINCIPAL OF THE YEAR:

This award recognises the individual owner or managing director of a boutique, self- licensed financial planning firm who has built the most successful business over the past calendar year.

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CLIENT OUTCOME OF THE YEAR:

This award recognises the individual adviser who has made the biggest impact on a client’s financial wellbeing. This could involve a client successfully transitioning into retirement, helping a client through a difficult claims process or seeing a client buy their first home as a result of your budgeting strategy and financial planning guidance.

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Goals based adviser of the year:

This award recognises a provider of financial advice who is centred on client goals or objectives and can demonstrate a focus on client behavioural and wellbeing outcomes beyond investment management performance and financial returns.

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SMSF Adviser of the year

This award recognises Australia’s top SMSF advice specialist, considering not only the delivery of best practice advice but also their aptitude and acumen in offering trusted, tailored and specialist advice that underpins business growth

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This award is for  being  commended for the diversified service offerings they offer in order to secure long-term clients and future-proof their business. They provided services across arrange of  financial planning, SMSF, legal, mortgage and finance broking and effectively increase the firms revenue in 2017

This  award recognise individuals and businesses that are making their mark in SMSF advice by championing professionalism, quality advice and innovation.

 

Manager editor of SMSF and Accounting, Katarina Taurian, said that the winners “represent a cross-section of this state’s outstanding professional talent, pointing to an absolute dedication to delivering specialist, unique advice to a burgeoning client base”. “Some top-performing firms and professionals are focused on doing business in their home states and locales, and we are excited to acknowledge the unique excellence and expertise they are bringing to their client base,” she said.

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2017 FINALIST
SMSF Small Business Adviser of the Year

This  award recognise individuals and businesses that are making their mark in SMSF advice by championing professionalism, quality advice and innovation.

 

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2017 FINALIST:
SMSF Adviser of the Year

This  award recognise individuals and businesses that are making their mark in SMSF advice by championing professionalism, quality advice and innovation.

 

the winners “represent a cross-section of this state’s outstanding professional talent, pointing to an absolute dedication to delivering specialist, unique advice to a burgeoning client base”. “Some top-performing firms and professionals are focused on doing business in their home states and locales, and we are excited to acknowledge the unique excellence and expertise they are bringing to their client base.

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Advisers can’t buy a place in the Most Trusted Advisers Network nor can they become Most Trusted Advisers through their affiliation with an organisation or company. Membership is by invitation only and is based solely on how participating advisers have been rated by their clients on an independent Client Experience Survey carried out by the Beddoes Institute.

 

Most Trusted Advisers are rated higher on their qualifications and experience and technical skills than other advisers and have better interpersonal skills. As a result, clients of Most Trusted Advisers are more satisfied and have stronger relationships with their advisers than do clients of other advisers. The Beddoes Institute is a trusted and independent data and benchmarking “powerhouse. The Beddoes Institute have no affiliation with any financial adviser or financial services company or association.

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Leading Lights top 50 - 8 awards

Leading Lights is a National  employee talent and recognition program for NAB Financial Planning to acknowledge the significant contribution of high performing individuals within our business. High performance is measured by the consistent display and role modelling of Enterprise Behaviours and balanced scorecards that aim to deliver on our commitments to our customers, shareholders and employees. 

 

To be nominated people must have exceeded expectations, demonstrated strong leadership qualities and inspired their teams. Being a role model in the enterprise. Leading Lights celebrates the highest achievers in NAB Financial Planning business

NAB General Manager’s Rising Star Award

Awarded to David Nelson March  2007  honour issuer NAB Financial Planning

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NIGHT OF NIGHTS 9 Awards

is an annual gala event held in each state that recognises NAB's top 10 %  performers in their state.  Recipients are staff members who have consistently performed and demonstrated NAB's core Values, David Nelson was a top performing  financial planner in SA

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NAB AWARDS 
8-time recipient of NAB Financial Planning’s ‘Leading Lights’ Award, recognised as one of the top 2% of employees Nationally.

 

2016  Franchise of the Year NAB Financial Planning Leading Lights (National Award)

2014  NAB Financial Planning Leading Lights (National Award)

2013  Financial Planning Leading Lights           (National Award)

2013  Financial Planning Night of Nights          (State Award)

2012  Financial Planning Leading Lights           (National Award)

2012  Financial Planning Night of Nights          (State Award)

2011   Financial Planning Leading Lights           (National Award)

2011   Financial Planning Night of Nights          (State Award)

2010  Financial Planning Leading Lights           (National Award)

2010  Financial Planning Night of Nights          (State Award)

2009 Financial Planning Leading Lights           (National Award)

2009 Financial Planning Night of Nights          (State Award)

2008 Financial Planning Leading Lights           (National Award)

2008 Financial Planning Night of Nights          (State Award)

2007 General Managers rising star.                     (State Award)

2007 Financial Planning Night of Nights          (State Award)

2007-2008 Financial Planning Best Team Agri(State Award)

2006 Financial Planning Night of Nights           (State Award)