It is with great pleasure that we announce Heidi Schwegler won Securitor’s National Adviser of the Year 2016!
After a comprehensive selection process, Heidi was assessed against a number of key criteria which included the following areas:
- Survey results from the Beddoes Institute
- Adviser Trust score
- Panel presentation on the future of financial advice processes
- Ethical and compliance ratings
- Community work
- Business metrics
This win comes off the back of Heidi’s win in August for the Adviser of the Year Vic/Tas as well as the practice’s wins in the following categories:
- Most Trusted Adviser Vic/Tas
- Most Trusted Practice Vic/Tas
- Most Recommended Practice Vic/Tas
On behalf of the AHS Financial team, we would like to thank everyone who completed the Beddoes Survey, the results of which proved crucial in Heidi’s win.
Congratulations again to Heidi and the team at AHS Financial for this win.
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