Copyright © 2018 Strategy First Financial Planning Pty Ltd.  All rights reserved. 

Contact us:   02 9091 0080

Ground Floor, Front Suite 55, 117 Old Pittwater Rd, Brookvale   PO Box 7418, Warringah Mall NSW 2100 Australia

Financial Services Guide   Privacy Policy AFS Licence No. 290771   ABN 69 114 540 528  |  Disclaimer

Our
Awards

Our very own Patrick Anwandter was nominated as one of Australia’s Top 50 Financial Advisers in The Australian newspaper, 21 July 2017. 

 

The Top 50 survey undertaken in association with Barron’s covers everything from financial performance, to credentials, education and charitable work. The research aims to provide clients with a selection of quality advisers and to establish a benchmark for a high standard of client care that all advisers can emulate.

Read more about Australia's Top 50 Financial Advisers here.

Strategy First is proud that we are finalists for two 2017 Excellence Awards announced by the Independent Financial Adviser (IFA) publication, on 27 July: 

• Boutique Advice Firm of the Year

• Practice Principal of the Year - Patrick Anwandter

The ifa Excellence Awards recognise the top financial professionals in Australia on the basis of high performance on various business, innovation and client service metrics.

 

We are proud to be singled out as a high-quality financial advice practitioner that has the best interests of clients at the centre of our business.

Strategy First's Tahir Adeel was announced Finalist Paraplanner of the Year in Money Management’s Fund Manager Awards 2017.

Tahir was praised for his positive attributes in his role as Paraplanner and his professional and dedicated approach to work. 

We are proud to have Tahir in our team.

Strategy First's Patrick Anwandter has been named as one of the 50 Most Influential Financial Advisers in Australia by Financial Standard Power50!

The guide features the 50 Most Influential Financial Advisers in Australia as voted by Financial Standard readers and garnered more than 7000 votes.

The entries include financial advisers who contribute to community building, volunteer time and skills in charity and within the community, and are active members of their industry associations.

"They have demonstrated their commitment and intention to usher financial advice into the consumer age." • Michelle Baltazar Director of Media and Publisher • Financial Standard

Our very own Patrick Anwandter is featured on Page 8. Read the full story here.

Strategy First is pleased to be finalists for the ifa Excellence Awards for the second year in a row. This year we're finalists in three categories:

• Boutique Advice Firm of the Year

• Practice Principal of the Year - Patrick Anwandter

• SMSF Adviser of the Year - Patrick Anwandter

 

The ifa Excellence Awards are the only industry awards that solely focus on the independent financial advice sector. Finalists are among the top financial professionals in Australia and are selected on the basis of high performance.