We are delighted to share the news that our Managing Director and Senior Adviser, Ross Vanderwolf has recently been awarded the 2014 State Value of Advice Award from Charter Financial Planning (Charter) in recognition of the significant contribution his advice has made to the financial wellbeing of our clients.
The award recognises the superior value of advice Financial Advisers provide to their clients.
It is presented to the Adviser judged to have made a significant and material change to a client’s financial future. The winner is determined upon consideration of real case studies. It recognises the real difference financial advice can make to clients just like you.
With over 800 advisers in the Charter network, this is a significant achievement and Ross is justifiably honoured to have won this award for something he does every day.
Ross said “winning Charter’s Value of Advice Award reinforces both my, and Rothgard’s, commitment to the delivery of financial advice in an honest, transparent and friendly atmosphere.
We pride ourselves on the quality of our service and advice, and are only fully satisfied when our clients are comfortable recommending us to their family and friends.”
Ross will now be entered into the National Value of Advice Awards which will be presented in March 2015 at the Charter/AMP Advice Summit.
Financial advice does make a difference.
To find out how Rothgard can help you achieve better financial outcomes for you and your family, please call us.