Atlas Wealth Management Finalist In This Years ifa Excellence Awards

Atlas Wealth Management Finalist In This Years ifa Excellence Awards
award winning expat financial advice

Atlas Wealth Management Nominated As A Finalist In This Years ifa Excellence Awards

 

Atlas Wealth Management is pleased to announce that for the second year running we have been nominated as a finalist in this years ifa Excellence Awards, hosted by ifa, Australians leading publication for the independent and non-aligned financial advice sector, for their award winning expat financial advice. This nomination centres around the Australian expat financial advice that Atlas Wealth Management provides to hundreds of Aussie expats in over 18 countries.

The categories that we have been nominated as a finalist for are:

  • Best Client Servicing – Company Category
  • Investment Adviser of the Year – Individual Category (Brett Evans)

Now in its fourth consecutive year, the annual ifa Excellence Awards recognises individual and company achievements in the independent, boutique and privately-owned financial advice sector, and is the only industry awards solely bench marking success in this field.

“We were thrilled with our nominations last year, but to back it up again this year in two different categories is a true testament to the team and their dedication to delivering positive financial outcomes for Australian expats using our award winning expat financial advice” said Brett Evans, managing director of Atlas Wealth Management.

“The finalists of the ifa Excellence Awards are among the top financial professionals in Australia and have been selected on the basis of high performance on various business, innovation and client service metrics,” said Aleks Vickovich, managing editor of ifa.

“Their involvement in this program singles them out as a high-quality financial advice practitioner that has the best interests of clients at the very centre of their business.”

The winners will be announced at a cocktail awards ceremony on Thursday, 7 September at The Star, Sydney.

Atlas Wealth Management was also a finalist in last years ifa Excellence Awards where our Managing Director, Brett Evans, won the award for Innovator of the Year in the individual category and Atlas Wealth Management was a finalist in the same award in the company category.

Brett Evans is the Managing Director and a Financial Planner with Atlas Wealth Management which is the first financial services firm in Australia to specialise in providing financial advice to Australian expatriates. With over 20 years of experience in the finance and investments industry, Brett has worked for blue chip companies which include the Australian Stock Exchange (ASX), HSBC, Suncorp and Citi Smith Barney.

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