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.