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. 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?
Female – 25 per cent
Male – 75 per cent
Years working as financial planner: 18.2 (avg)
Years working at same practice: 13.4 (avg)
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