Bridges Lake Macquarie has taken out the Branch of the Year award and key staff were acknowledged for their outstanding contributions at the Bridges Group annual awards, recently held in Adelaide.
The Lake Macquarie-based franchise has firmly established itself as a leading provider of financial advice and planning services in the Hunter region since its launch in 2016.
Branch Manager, Daniel Irving said the team was surprised but honoured to be acknowledged after such a short period of operation.
“This achievement and level of success can be credited to the team’s focus and commitment to their clients,” Daniel said.
“Our philosophy is simple – it isn’t about finding the quickest solution, it’s about really knowing our clients and taking the journey with them to the best possible outcome.”
In further testament to Bridges Lake Macquarie’s reputation, Craig Orbell was awarded Young Advisor of the Year.
An authorised representative of Bridges, Craig is currently completing formal qualifications as a certified Financial Planner with a key focus on investment strategies, superannuation, retirement planning, salary packaging and estate planning.
“Craig is a deserving winner of this title, with ten years’ experience guiding clients on their financial and investment affairs, backed by a Bachelor of Business/Finance and a Diploma of Business Studies,” Daniel said.
“He is a highly regarded member of the Bridges Lake Macquarie team and integral to our success.”
To round out the annual awards, Daniel and Craig were named among the Top Ten Advisors within the Bridges network for 2017.
“We are grateful our hard work in establishing Bridges Lake Macquarie is being acknowledged amongst our peers,” Daniel said.
“It just goes to show that working with a close-knit group of professionals who truly care about their clients can reap incredible results.”
Founded in 1985, Bridges is one of Australia’s largest national financial planning and stock broking organisations. With offices in around 65 regional, suburban and metropolitan locations, its network of over 170 financial planners service more than 50,000 clients.
IMAGE | From left to right: Bridges CEO Nathan Stanton; Bridges Lake Macquarie Advisors David Woodcock and Craig Orbell; and former Australian Cricketer and event MC, Simon O’Donnell.
Bridges Lake Macquarie (Bridges) is a Hunter-based business managed by an experienced team. The team providesclients with professional financial advice and isdedicated to assisting them reach their financial goals. As part of the national Bridges group, the Bridges Lake Macquarieteam is made up of Financial Strategists who strive to make financial freedom more than just a catchphrase, through an informed partnership and a sound strategy.
With a combined experience of over 70 years, the entire Bridges Lake Macquarie team thrive on working with a range of different people; from busy professionals, to small business owners, family run businesses and anyone looking to build and protect their wealth and ultimately, their future.