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Overview
We are proud to announce that members of our team continue to be named in the annual survey of Australia’s top 100 financial advisors. Congratulations this year to Scott Carmichael (rated No 2), Mason Allamby (5), Stephen Collins (6), Ben James (11) and Amanda Fong (20).
Conducted by The Australian newspaper in conjunction with respected financial 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’. Our advisors have rated in the Top Ten in each of the five years the poll has been conducted.
The continuing success in the survey attests to the depth of Escala’s investment process and collegiate approach. Ben James, who has featured in the rankings for the last four years, says: ‘Being able to back our own ideas and strategies with the combined knowledge of our investment and advisory teams has enabled us to navigate our clients through the volatile markets that have characterised the investment sector since the Covid-19 crisis began’.
With clients ranging from high net worth individuals and family offices to not-for-profit and charitable organisations, Escala has nationwide representation, with offices in Melbourne, Sydney and Perth. The firm also has a services partnership with the Focus Financial group of leading wealth management firms, headquartered in New York and with broad international reach.
The hundreds of nominations for the annual survey are selected by an advisory board comprising professionals from across the financial industry. You can read more in the latest issue of The Australian’s monthly business magazine, The Deal, or by visiting The Australian website.
