• Overview

    Four members of our advisory team have featured in this year’s survey of Australia’s top 100 financial advisors, continuing our strong representation in each of the seven years the poll has been conducted.

    Conducted by The Australian newspaper in conjunction with the respected US investment publication Barron’s, the goal of the survey is to acknowledge ‘financial advisors whose skills, passion and commitment consistently deliver positive outcomes for their clients’.

    This year Ben James ranked No. 13, his sixth time in the top twenty. Steve Collins also appeared in the top twenty, for the third year, ranking No. 17. Tom Meagher, making his second appearance, ranked No. 64, and Travis Pitt, who joined us in 2021 and has previously featured regularly in the top 100, ranked No. 77.

    One of the survey’s key criteria is client satisfaction, and the results again attest to our commitment to continuity of service excellence. They also confirm the value of our collegiate environment.

    Having a team-based approach across the firm fosters the professional development of our younger generation of advisors, providing them with opportunities to learn from the industry leaders in our investment and advisory teams.

    A case in point is Juliana Rajkovic from our Melbourne office, who has been shortlisted as a finalist in the Financial Advisor of the Year category of this year’s prestigious Women in Finance Awards.

    Juliana joined us as an investment assistant in 2013, just after the firm was founded, and has more than fulfilled her early promise by achieving this recognition of her capabilities. We are confident Juliana’s name will someday be appearing in the top 100 advisor rankings.

    You can read more about this year’s survey in the latest issue of The Australian’s monthly business magazine, The Deal, or by visiting The Australian website.

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