Australia’s Top 150 Financial Advisors

We are delighted to announce that five of our Partners have been recognised in a survey of the top financial advisors in Australia, continuing our strong performance since the poll began eight years ago.

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’.

The hundreds of nominations are selected by an advisory board comprising professionals from across the financial industry, with this year the top 150 being rated according to their experience, credentials, service resources and, importantly, client satisfaction.

Ben James is ranked No. 11, making this the seventh year he has been named in the top 20. Other Melbourne Partners in the list are Amanda Fong (ranked No. 49) and Travis Pitt (ranked No. 75). Our Sydney office is represented by Tom Meagher (ranked No. 79) and Ed Brooke (ranked No. 105). This is the fifth appearance in the list for Amanda and Travis, and the third for Tom.

Congratulations are extended to these outstanding members of our team whose dedication, expertise, and ability to build trusted relationships with clients reflects our commitment to offer a completely new experience in wealth management. Though our collegiate culture, they also serve as inspirational mentors to our younger generation of advisors.

We will continue to build on our two pillars of growth: to put our clients’ interests first, and to support the future leaders of the firm in fulfilling our vision to excel in the delivery of wealth management services.