Local financial advice business, Crosbie Wealth Management has been named Practice of the Year at leading licensee Securitor’s annual awards.
Commenting on the award, Crosbie Wealth Management, Partner, Mark Alexander said
“Financial advice is more than just managing our clients’ finances, it is about giving them peace of mind, by making the complex simple,” Mark said.
“We’re proud to be recognised at a national level for helping give local clients peace of mind and certainty for the past 25 years.
Securitor Managing Director, Mark Fisher said the awards followed a rigorous selection process including customer feedback to vet the most deserving advice practices from a pool of already high calibre businesses.
“It was through this process we established that Crosbie Wealth Management certainly was very worthy of this accolade,” Mark Fisher said.
This isn’t the first time Crosbie Wealth Management has been recognised by the profession.
Its past accolades over the last decade include:
- Securitor National Practice of the Year 2006, 2012, 2016
- Securitor NSW Practice of the Year 2006, 2010, 2011, 2012, 2014,2016
- Securitor NSW Adviser of the Year 2008, 2009, 2010, 2013, 2014, 2016
- Securitor National Adviser of the Year 2010, 2013
- Most Trusted Advisers 2015/16 by the Beddoes Institute
For the past 25 years Crosbie Wealth Management has supported private clients with wealth creation, retirement planning, superannuation strategies and investment strategy advice.
IMAGE | Members of the Crosbie Wealth Management accepting the award
DFK Crosbie are specialist accountants and business advisers, with over 50 years of experience in providing peace of mind to you and your business. They take the time to get to know you and your business to build strong relationships and understanding of all your business needs.
Their trusted advisers provide exceptional services including accounting and business advice, audit, superannuation, finance and wealth management, giving a holistic approach.