Australia’s Most Trusted Financial Planners

We are proud to announce both Ross Vanderwolf and Gino Saggiomo have been included in the list of Australia’s top 32 most trusted advisers[1]. Conducted through the Beddoes Institute, advisers were required to pass a stringent set of tests and benchmarks to be a part of this elite group.

Beddoes has taken an evidence-based approach to the creation of their list, as they interviewed advisers, scrutinised the advice they have provided and talked to their clients. In the end, Ross and Gino were judged to be in the top 4% of advisers in the country. This is due to their willingness to work with their clients to ensure they are guiding them to reach their goals. Clients who were surveyed declared the advisers on this list were “delivering significantly better outcomes for them”.

With only six Queensland advisers included on this list, we are very proud of both Ross and Gino for their achievement.

What do Australia’s most trusted financial planners look like?

By gender:

Female – 25 per cent
Male – 75 per cent

By experience:

Years working as financial planner: 18.2 (avg)
Years working at same practice: 13.4 (avg)

By education:

Diploma/TAFE certificate: 38 per cent
Undergraduate university degree: 54 per cent
Masters degree: 4 per cent
Other: 4 per cent

By industry qualification*:

Certified Financial Planner (CFP): 58 per cent
Diploma of Financial Planning (DipFP): 21 per cent
Fellow Chartered Financial Planner (FChFP): 13 per cent
Other: 13 per cent
*Advisers may hold more than one qualification

[1] http://www.professionalplanner.com.au/featured-posts/2014/08/22/meet-australias-most-trusted-financial-planners-how-do-you-become-one-of-them-30179/

Comments: 4

  1. Posted by Jon Womersley 02 Sep 2014 at 5:33 pm Reply

    Congratulations Ross, that is a very well deserved accolade and one with which I can but agree, based on our experience of the personally tailored service and guidance that you and your team provide.

  2. Posted by Miriam Seymour 02 Sep 2014 at 8:46 pm Reply

    Congratulations Ross and Gino. I never doubted it for a minute!!!

  3. Posted by Lisa Saggiomo 03 Sep 2014 at 12:31 pm Reply

    Congratulations Gino and Ross on your achievement. Gino I am so proud of you, your hard work, determination, and effort has paid off and knowing you, you will continue to succeed and strive for exellence.

  4. Posted by Lyn Howarth 03 Sep 2014 at 4:37 pm Reply

    Congrats to both Ross and Gino. What a great achievement for the company. I have always been happy to listen to advise that makes me feel safe about our investments and Ross is always happy to hear me out . Great Job!!!!!!!

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