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Awards

Optus MY BUSINESS Awards 2018

Finance Business of the Year Finalist

Women in Finance Awards 2018

Financial Planner/Adviser of the Year Finalist, Katerina Sousalis

Independent Financial Adviser (ifa) Excellence Awards 2018

Holistic Advice Firm of the Year Finalist, Peter Sarai

Independent Financial Adviser (ifa) Excellence Awards 2018

Holistic Adviser of the Year Finalist, Tony Sarai

Independent Financial Adviser (ifa) Excellence Awards 2018

Best Client Servicing – Individual Finalist, Katerina Sousalis

Independent Financial Adviser (ifa) Excellence Awards 2018

SMSF Adviser of the Year Finalist, Ian Fox

Australian Small Business Champion Awards 2017

Finalist, Small Business Champion in Business Services

Optus My Business Awards 2017

Finalist Customer Service Experience of the Year

Ethnic Business Awards 2016

Finalist, Ethnic Business Awards

Independent Financial Adviser (IFA) Excellence Awards 2016

Finalist, Best Client Servicing Company

Independent Financial Adviser (IFA) Excellence Awards 2016

Finalist, Best Client Servicing Individual: Katerina Sousalis

Independent Financial Adviser (IFA) Excellence Awards 2016

Finalist, Innovator of the Year: Peter Sarai

Independent Financial Adviser (IFA) Excellence Awards 2016

Finalist, Multi-Service Practitioner Individual: Tony Sarai

Australian Small Business Champion Awards 2016

Finalist, Small Business Champion in Professional Services

Independent Financial Adviser (IFA) Excellence Awards 2015

Winner, Best Client Servicing Company

Australian Small Business Champion Awards 2014

Winner, Small Business Champion in Business Services

Australian Small Business Champion Awards 2014

Finalist, Entrepreneur of the Year

Independent Financial Adviser (IFA) Excellence Awards 2014

Finalist, Boutique Firm of the Year

Independent Financial Adviser (IFA) Excellence Awards 2014

Finalist, Best Client Servicing Company