Media release
20 January 2012
Level 11, 33 Alfred Street Sydney NSW 2000
GPO Box 4134 Sydney NSW 2001
Tel: 1800 445 767 www.hillross.com.au
Hillross names Jonathan Kilborn Adviser of the Year and Arrive Wealth Management SEQ Firm of the Year
Sydney financial adviser, Jonathan Kilborn, has been named
Hillross Adviser or the Year while Brisbane based financial
advisers' Arrive Wealth Management SEQ has taken out 2011
Firm of the Year at the Hillross recognition dinner, in
Canberra last night.
The annual event, held this year at the National Gallery of
Australia, recognises advisers and advisory firms across the
country for their high levels of professionalism, wealth
management expertise, customer service and business
efficiency.
Jonathan's ability to look out for the client's best
interests and challenge the way things are done caught the
judge's attention. Professionalism and acting in an ethical
framework are at the heart of every client decision for
Jonathan who is a Senior Financial Adviser and Principal at
Arrive Wealth Management in Sydney.
Hillross Managing Director, Hugh Humphrey said: "Jonathan's
depth of experience and qualifications combine to provide
clients with 'holistic' financial advice. It is great to see
how every year brings another level of advisor
professionalism in financial services. The awards' recognise
the great work our advisers are providing."
Jonathan is a Certified Financial Planner with the Financial
Planning Association and a Chartered Accountant Financial
Planning Specialist. In a challenging year for financial
advisers, Jonathan's approach has been instrumental to Arrive
Wealth Management success with growth now at pre- GFC levels.
Arrive Wealth Management SEQ has maintained its exceptional
levels of customer service and financial advice excellence
winning the Hillross Firm of the Year award for the second
year running.
"Arrive Wealth Management has set the bar high for customer
service in financial services.
Building strong relationships with clients and performing
regular reviews keep clients coming back. Every aspect of its
advice and how it has set up its business is the standard all
financial organisations should benchmark against," Mr
Humphrey said.
Hillross Financial Services Limited
ABN 77 003 323 055
AFS Licence No 232705
Arrive Wealth Management SEQ, based in Brisbane's CBD,
focuses on providing a personalised service for wealth
management advice. Building relationships with clients is a
key factor in delivering tailored financial advice to its
clients.
The awards are open to financial advisers across the Hillross
network. The winners are determined by an expert panel of
industry representatives, including Mark Rantall, Chief
Executive Officer of the Financial Planning Association
(FPA).
Hillross is a wealth management company providing wealth creation and protection for affluent Australians. Hillross has more than 300 skilled and experienced wealth management advisers working in more than 120 advisory firms across Australia. Hillross is proud to be part of AMP Limited.
Media enquiries
Sarah Watson
Phone: 02 9257 1068
Mobile: 0401 433 828
Hillross Financial Services Limited
ABN 77 003 323 055
AFS Licence No 232705
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Hillross names Jonathan Kilborn Adviser of the Year and Arrive Wealth Management SEQ Firm of the Year |