We all enjoy a local success story. Today, Complete Financial Balance a locally grown financial advice firm based in Herston has been recognised by the finance industry as one of the best in its class. Complete Financial Balance has been awarded the 2014 Practice of the Year.
Success of course is not new to Compete Financial Balance. In 2009, CFB were recognised for their role in the financial services industry, tailoring the most appropriate policies and products for our clients’ needs.
As a result, two members of the CFB Advisory Team were awarded for their efforts and received the Financial Advisor of the Year Award (Graham Campbell) and Rising Star of the Year Award (Kyle Thompson). Since this time, CFB as a team and individuals within CFB have won multiple industry awards that recognise their consistent individual and collective strong performance.
“However 2014 marks the introduction of a new Award category, which takes into account the changing financial advisory landscape and the evolution of new advice business models. For the first time advice practices will be recognised for their contribution to the advice profession.
Complete Financial Balance was selected after undergoing an intensive 360-degree judging process, which focused on education, experience, leadership within the profession, advocacy and innovation. An extensive client survey forms part of the judging process, which also includes a site visit from a member of the judging panel, prior to a final full-day presentation event, in which the grand finalists will shortly participate.”[i]Complete Financial Balance prides itself in its client–centric focus that underpins all of its operational thinking.