Avenue Annual Awards

Posted: November 20, 2009

At the prestigious 2009 Avenue Annual Chairman’s dinner, Avenue recognised a number of performers for their special achievements during what was a particularly difficult year for the Financial Planning industry.

The Avenue Annual Awards included:

Practice of the year

Avenue recognised a firm that has led the way in reinventing themselves against the backdrop of the changing financial landscape. A practice that takes the provision of financial advice as an extremely important benefit to clients and pinpoints their success to having the appropriate systems and processes to service their clients is:

Pymble Branch led by Mark Lewin

Adviser of the year

The Avenue Adviser of the year award celebrates an Adviser who best executed Business Growth and demonstrated best practice in his client dealings and within the Financial Planning framework. Avenue is pleased to announce that this award for 2009 belongs to:

Don Nicol, a Certified Financial Planner based in Sydney

Emerging talent

This individual has displayed her continual development and expansion of a high quality specialised advice business. She has developed a strong relationship with her clients and continues to work closely with them to assist them achieve their goals. This year's winner is:

Maureen Rose, a specialist risk insurance adviser based in Newcastle

Fund Manager of the Year Award

This award is highly sought after by Fund Managers. Avenue Branch Principals and Staff voted for a Fund Manager based on the high level of commitment and services provided to Avenue Capital Management over this past year. The Fund Manager of the Year Award was presented to:

Macquarie Investment Management Limited