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Out in the cold
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Investment Markets Data - To 31st May 2008.

2008 Movie Night

Bad Habits
Much Overlooked.
Have we witnessed the market bottom?
How's your financial literacy?
Investment Markets Data - To 30th April 2008.
Budget 2008 - 2009
'White-anted by debt'
Liposuction for your personal debts
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Pensions & Share Market
Investment Markets Data - To 31st March 2008.
Qld 2007 Adviser of the Year Award
Qld 2007 Adviser of the Year Award
Presented by Bob Blurton, Charter Financial Planning


Ross Vanderwolf 
 

It is with great pleasure that we announce that Ross was awarded the 2007 QLD State Adviser of the year for AXA Australia Financial Advice Network (AXA FAN).  This caps off a great year for Rothgard Financial Partners. 

The award was presented by Bob Blurton, AXA FAN Qld State Manager in front of Ross’ peers at the February QLD Professional Development conference. 

In presenting this award Bob spoke highly of Rothgard’s achievements over the last year and Ross’ ability to find the time to maintain his involvement in the Financial Planning industry.


“...Our Adviser of the year is the Principal of a successful financial planning business. He is a CFP and holds an “A” rating for compliance. The business is a Certified Quality Advice Practice..”

This adviser has been heavily involved in giving back to the Industry, with active involvement in the AXA FAN practice management workshops, AFA & MDRT events. He participated in the program of the AFA at last year’s National Conference. He was also short listed to the final five for the AFA Adviser of the Year in 2007.  

He has also been very involved with the MDRT, having held State and National Director roles and presently holds a position on the International Executive committee of the MDRT. He is the first Australian to hold this high level of position with MDRT. This adviser’s business was recently chosen within the AXA FAN Leaders group for 2008...”

Upon receiving the award Ross spoke of the team culture that Rothgard has worked so hard to achieve in 2007: 

“...It is quite humbling to receive this award for the second time.  In a lot of ways this feels more like a team award though, as you can not achieve great things as a business principal without having a tremendous team to work with...”

 

9th-April-2008



Charter Financial Planning Limited ABN 35 002 976 294 AFS Licence No. 234665
Registered Office: Level 9, 750 Collins Street, Melbourne, Vic 3000

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