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Awards

Premier Adviser 2003 – Kevin Bailey
Independant Ratings Agency - Adviser Ratings

"Master Class of 1999" - Barry Crewther
Barry Crewther CFP from The Money Managers' Horsham office, was awarded membership of exclusive "Master Class of 1999" by Personal Investor magazine for his financial planning knowledge and skill. With the growth of interest in all varieties of investment over the last decade and the multitude of inquiries from readers seeking referrals to good advisers, Personal Investor decided to invite Australia's 1,550 CFP's (Certified Financial Planners) to compete in an Internet based exam compiled by academics and industry leaders, to find the most competent advisers in the land. Barry's score qualified him amongst the Top 50 Financial Planners across Australia and he was subsequently awarded membership to the cream of this country's Financial Planning fraternity.

Financial Planner of the Year 1998 – Kevin Bailey
In December 1998, Kevin Bailey was presented the National Industry Award: "The Financial Planner of the Year”. This is the most prestigious industry award that can be bestowed upon a Financial Planner, which aims to recognise individuals who seek professionalism and excellence in the operation of their practice.

Premier Adviser of the Year 1997 – Kevin Bailey
In 1997 Kevin Bailey was also selected as the Premier Adviser of the Year, an award independently judged by Professor Tom Smith of the Australian Graduate School of Management in Sydney, and sponsored by Rothschild Australia Asset Management Ltd. The award was for the “recognition of leadership in the financial planning industry, managing operations with efficiency, integrity and vision, and particularly in adding value to clients.”

 

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