We’re thrilled to announce that Climb Wealth has been shortlisted for Dealer Group of the Year at the ifa Excellence Awards Awards 2022, showcasing the top financial advisors and dealer groups leading the way in the industry.

The ifa Excellence Awards is the pinnacle event for recognising the outstanding achievements and excellence of exceptional professionals across Australia’s financial advice sector.  This is the third year in a row Climb Wealth has been named a finalist.

The awards were created to acknowledge and reward the contributions of the top financial advisors and dealer groups in Australia, noting their dedication to their profession.

“I would like to congratulate all the finalists and thank everyone that applied for this year’s ifa Excellence Awards.  The competition was very tough and we at ifa are thrilled to once again host a fun night out for all our well-deserving advisers after another fairly tumultuous few months,” says Wealth editor Maja Garaca Djurdjevic.

“We look forward to celebrating the excellent work being undertaken by advisers all across the country and those whose innovation has led the way for the sector.”

Brenton Tong, Director of Climb Wealth, said that he was “humbled to be recognised and proud to be named as a finalist in the ifa Excellence Awards Awards 2022.”

“Climb Wealth’s recognition for our excellent contribution to the financial advice industry reinforces the strength of our service and our dedication to our advisors and community.”

“Our approach is to put values and ethics at the forefront of everything we do.  Winning validates that the industry values that above everything.

Thank you to all of our advisors for contributing to this success. Helping you to build your best practice is hugely motivating and inspires our work.

Winners will be revealed at the awards gala on November 16 2022.  Wish us luck!

Rebecca Hanifin

Rebecca is our communications director, passionate about promoting the positive impact of quality financial advice on personal wellbeing.  Read her full bio here.