About the Award
Financial Advisor Team of the Year applies to financial advisors who offer advice on financial planning matters and recommend suitable financial products to private clients, trusts and charities.
Focusing on the year 1 May 2020–23 April 2021 only, address all of the following five criteria: they are equally weighted.
- Provide specific examples of how the team understands and aligns the business with the needs of the private client and fiduciary community (detailing access to products and services that add value).
- Provide specific examples of a commitment to transparency and integrity.
- Explain your charging structure and why this is in the best interest of your clients.
- Provide examples of technical skills, specifically in relation to high-net-worth individuals and trusts and estates; and evidence of investment in continued professional development and education.
- Explain how the team has demonstrated excellence in client service delivery.