The 2021 ifa Excellence Awards finalists have just been announced and Stratus Financial Group is among the top contenders in FOUR categories: The coveted Holistic Advice Firm of the Year category as well as Holistic Adviser of the Year, Paraplanner of the Year categories and the very important, Best Client Outcome category.
Brett Cribb, Principal Practice Director, Stratus Financial Group said he is delighted the firm is among the finalists for the Holistic Firm of the Year award as it recognises the entire team effort, depth of knowledge and lateral thinking approach necessary to deliver outstanding financial planning outcomes for clients.
“While I am of course very pleased that we have again been named as finalists in a category we have won twice before – 2019 and 2020 – this year having Stratus principal adviser and director, James Marshall and paraplanner, Mitchell Elks recognised for their individual contribution to excellence, is extra special,” Brett said.
James Marshall stands to earn an extra award in the form of the Best Client Outcome for his dedication, and indeed, determination to deliver the very best possible financial advice and coordinated outcomes for his clients facing the most difficult of circumstances as outlined in this case study.
The winners will be announced at an awards ceremony planned for 17 November this year.
For more information about our award winning holistic approach to financial planning please contact Brett Cribb or James Marshall on 3007 2007 or email email@example.com or firstname.lastname@example.org
Stratus Financial Group helps professionals, executives, business owners, families and retirees manage their complex financial affairs and coordinate their professional advisers.
Stratus Financial Group and its advisers are Authorised Representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306. This is general advice only and does not take into account your objectives, financial situation or needs, so you should consider whether the advice is relevant to your personal circumstances. You should also read the relevant Product Disclosure Statements (PDS) before making any financial decisions.