Over the past 22 years of my financial planning career, I’ve managed to win some fabulous awards and obtain great qualifications, here are just a few:
JBS are excited to be listed on ‘The Most Trusted Adviser’ website. To be included in the list, you have to be specifically invited and is based solely on how the adviser has been ranked by their own clients. Thanks to you, our clients, we have been included and featured on this site. We want to continue to provide the greatest level service possible so let us know if we can do anything further for you.
2013 AFA Adviser of the Year
The prestigious AFA Adviser of the Year Award represents the pinnacle of achievement for the very best advisers in our industry. It recognises the qualities of leadership, advocacy and innovation which drive success at an individual level and help develop professionalism and a positive public profile for our industry overall.
2013 SMILEYs | Scholar of the Year
To mark the evolution of social media, Financial Standard has launched an annual scholarship that aims to recognise and support financial advisers who actively use social media tools to improve their business practices, and connect with their clients.
2013 FS SMILEYs – Digital Dozen
2014 PIS Client Innovation and Engagement – Winner
2012 AFA Adviser of the Year – Finalist
2012 FS SMILEYs – Digital Dozen
2013 Professional Investment Services – Client Engagement and Innovation
2012 and 2011 Professional Investment Services – Event of the Year
2013 and 2012 Global Adviser with Professional Investment Services
2008, 2009, 2010, 2011, 2012 and 2013 Platinum Adviser with Professional Investment Services
2012 Fellow Chartered Financial Practitioner FChFP
2007 ASX Direct Share Accredited
2005 Self Managed Super Fund Specialist Adviser SSA
1999 Diploma Financial Planning DipFP & Certified Financial Planner CFP