Awards & Qualifications

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:


Most Trusted AdviserWeb version-Most-Trusted-Adviser-2014[2]

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. 



AFA - Winner 2013



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.




SMILEYS Badge Scholar of Year


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.



FS Smileys 2013


2013 FS SMILEYs – Digital Dozen








2014 PIS Client Innovation and Engagement – Winner2014-Client-Engagement-Award




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



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