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 Industry Awards

M Financial Services Wins Top Award.

Townsville based M Financial Services director Ross Maclean, has been awarded the "2014 Financial Adviser of the Year" at the Professional Investment Services' 18th Annual Conference in Shanghai.

The qualifications for the award were judged by the Professional Investment Services leadership team and based on a combination of factors that along with being a leader in the financial planning space, includes a commitment to quality advice, growth and community with an underlying dedication to effective client engagement and ongoing learning and professional development.

Selected from in excess of over 500 financial advisers in the Professional Investment Services National network, Ross was chosen based on his unwavering commitment to quality advice for his clients, ongoing professional development and providing highly certain outcomes.

Parent company Centrepoint Alliance's leadership team also based their decision on M Financial Services involvement with the Professional Investment Services community and growth, with an emphasis on upholding the business' values and brand.

'M Financial Services are real leaders in their fields and have become specialists within the network.  M Financial Services has been a key member of the Professional Investment Services community and we are so happy the hard work is paying off', says Centrepoint's Managing Director John De Zwart.

'We are honoured to win this award, we are committed to being experts in our fields and we are glad that this is showing in our business model and to the Professional Investment Services team.  We are focused on really giving back to our clients and it is paying off.' said Ross Maclean.

M Financial Services look after the financial needs of more than 750 clients in all regions of Australia and overseas.  Their focus through their combined accounting and financial planning practice model is to focus more on strategy rather than product.

Our aim is to always provide our customers with tailored solutions to achieve financial stability, a growth plan and peace of mind.  The goal is to leave our clients after each meeting with the knowledge that they have received quality financial advice'. said Ross.

M Financial Services embodies professionalism within the Professional Investment Services network and broader financial services industry.  They have a clear vision and commitment to the client which is consistent with the values of the wider Centrepoint community.

What our clients say...
  • "One word - Trust. I know how to make money, but accounting and financial planning is foreign to me so I've had to rely on people who I trust to look after my money. I've been working with Ross now for over 20 years as an accounting client, and when my financial planner retired it was an easy transition to Andrew, particularly because of his age. Andrew is young, serious, experienced and he is a long-term thinker. There is unbridled trust both ways working with Andrew. - Read more
    - Wayne Nicholson, First National Real Estate
  • "Andrew Westcott stands out from the crowd. When there were a few challenges with an insurance matter, he went to enormous lengths to find a solution. Not only that, he is a genuinely good bloke, and he is supported by a great team at M Financial Services. I trust, respect and highly recommend Andrew to anyone needing financial expertise at any point in their life." - Read more
    - Ryan Boccalatte
  • For approximately forty years, wile Ross Maclean acted as both accountant and friend, I've witnessed the addition of intelligent, hardworking people. Andrew Westcott became my financial adviser almost six years ago. Although honour is an old-fashioned notion, I have found Andrew to be honourable, as well as knowledgeable, helpful, and patient, when I really needed his help when my husband died and I didn't function for a few years. That's when you need someone who you can trust. I have recommended Andrew to several friends, and I recommend you consult Andrew if you need financial advice. - Read more
    - Roslyn Evans
  • Andrew looks after us as if we were his only clients, even though we know we are not. He is generous with his time, easy to talk to, he clarifies issues in simple terms and talks to us in a friendly and professional way. Andrew helped us make the big decisions involved in our retirement, and has never given me the impression that as a female my views are not important in any conversation or decisions making process and this is important to me. Both Don and I feel important and valued by Andrew and the staff at M Financial Services, and that has helped us feel safe and secure in our financial future. - Read more
    - Don and Gayle Zahner
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