Bill Fotopoulos - AXA Financial Advice Network, NSW Value of Advice Award Winner, 2011
Bill Fotopoulos was recently recognised for his exceptional technical, strategic and people skills as an adviser by being awarded the 2011 NSW 'Value of Advice' award from AXA in August 2011.
AXA's 'Value of Advice' Awards acknowledge the outstanding achievements of financial advisers in the AXA group, who have shown exceptional customer service and the ability to tailor their advice to suit clients’ specific financial goals and aspirations. The awards recognise the importance of financial advice and the value that it adds to Australians every day.
By winning this award, Bill has displayed the ability to ‘put himself in the shoes of his clients’ and understand their situation, consider various options and enrich their financial wellbeing. This award celebrates how financial advice has made a significant and material change to a client’s financial future.
Paul Aspros - AXA Financial Advice Network, National Adviser of the Year, 2011
Paul Aspros' commitment to the financial advice industry was formally recognised in April 2011 as he was awarded the 2010 Gerald Lippman Perpetual Trophy as the AXA Financial Advice Network National Adviser of the Year.
This award is presented to the most outstanding adviser who has contributed not only to the AXA network, but to their local and wider community, as well as the profession itself.
Paul Aspros - AXA Financial Advice Network, NSW State Adviser of the Year, 2010
Through the provision of high quality advice PSK Financial Services' principal Paul Aspros has been recognised by the AXA Financial Advice Network and the Financial Planning Association.
We are delighted to share the news that Paul was recently awarded the 2010 State Adviser of the Year award from Charter Financial Planning in recognition of the value he provide to his clients at PSK Financial Services.
AXA’s State Adviser of the Year Awards acknowledge the outstanding achievements of financial advisers in the AXA group, who have shown exceptional customer service and the ability to tailor their advice to suit clients’ specific financial goals and aspirations. The awards also recognise advisers who actively support their local community, showing a commitment to developing their staff members and business in their area.
With over 1400 advisers in our network, we consider it a significant achievement and an honour and recognition for PSK more broadly.
It recognises the real difference PSK and financial advice can make to our clients.
Winning AXA’s State Adviser of the Year award reinforces PSK Financial Services’ commitment to the delivery of financial advice in an honest and friendly atmosphere.
We pride ourselves on the quality of our service and advice, and are only fully satisfied when you are comfortable recommending us to your family and friends
Josef Stadler takes out top industry Value of Advice Award, 2009
Josef Stadler, a PSK Financial Adviser has won the 2009 Financial Planning Association's (FPA) prestigious 'Value of Advice' Award in the 'post-retirement planning and management' category. This award is one of four FPA annual awards recognising the value that advisers add to their clients' financial and overall wellbeing.
The FPA committee found Stadler's advice to one particular couple ensured their capital would last for twice as long after implementing the strategy.
The couple was financially struggling after one became sick. Not only did Josef's advice provide them with peace of mind, but also reduced their annual tax bill from $25,000 to almost nothing.
Certified Quality Advice Practice (CQAP) Accreditation
Charter Financial Planning have awarded PSK the Certified Quality Advice Practice accreditation, recognising that we offer a "complete financial planning service with well-defined service expectations that you can access confidently". PSK has been awarded this accreditation every year since 2007.
According to our licensee, "the accreditation is based on the satisfaction of professional standards relating to the service, business management, technical knowledge, commitment to compliance and professional development and experience in delivering quality financial advice".
"A Certified Quality Advice Practice offers you more:
A complete financial planning service – High priority is placed on measuring customer satisfaction and expectations to ultimately offer our customers a better, more complete service.
Better understanding of our clients’ needs – All authorised representatives complete a full analysis of a client’s needs to better match solutions and service.
Transparency of the service offer, qualifications, fees and charges – A transparent financial management service enables you to understand the process that underpins the financial planning decision and gives our clients confidence in their expectations.
Priority, timely service – Our authorised representatives receive ongoing support and priority access to services, including plan checking and assistance for any specialised financial planning requirement.
Security and confidence – Our authorised representatives have passed examinations in financial planning, abide by a code of ethics and adhere to rigorous compliance standards in servicing all clients.
The practice has assigned a diligent and dedicated compliance expert, responsible for keeping track of government and industry changes and communicating this information within the practice.
The difference is the professional expertise and effort that is applied in delivering the standards required of a Certified Quality Advice Practice".