Melbourne Director named finalist for 2018 SMSF Adviser of the Year
Modoras Melbourne Director & Executive Planner, Ian Fox, has been named as one of the finalists for SMSF Adviser of the Year in the 2018 ifa Excellence Awards.
As the only program benchmarking the success of the independent financial advice sector, “This year’s finalists are among the top financial professionals in Australia and have been selected on the basis of high performance.” said Aleks Vickovich, managing editor of ifa.
“Their involvement in this program singles them out as a high-quality financial advice practitioner that has the best interests of clients at the very centre of their business.”
Soon to release his very own SMSF eBook, “Ian’s selection as a finalist is an acknowledgement of the complete financial care that we provide to clients, delivering service far beyond expectation and leaving no stone unturned in our quest to help clients experience their lifestyle potential.” Said Modoras Group Managing Director, Peter Sarai.
“Ian is a Director and Executive Planner at our Altona office, drawing on a wealth of experience in over two decades as a practicing accountant and financial planner.”
“Ian has a holistic, “no nonsense” approach to advising clients. He is motivated by having the opportunity to influence people’s lives every day. Delivering comprehensive strategies and support for their future.”
Modoras Executive Planner’s operates with a bird’s eye view, functioning as a client’s outsourced Personal CFO. Working with a team of specialist to ensure each financial facet complements the others. From wealth creation including investment planning; finance and lending including mortgage broking and retirement planning incorporating superannuation and SMSF to risk advice and Centrelink benefits. Modoras were also announced as finalists for Holistic Advice Firm of the Year, Holistic Adviser of the Year and Best Client Servicing Individual.
“These accolades would never have been possible without the ongoing loyalty and trust of our valued clients and the continued passion and genuine care delivered by the Modoras team.”
The winners will be announced on Friday, 7 September 2018 at the Hyatt Regency Sydney.