Wahlstrom Financial Services are proud to announce that we took out the Innovation award from a strong field of finalists at the 2019 Millennium3 National conference held recently in Cairns.
This award recognises those advice firms who are continually seeking to strengthen their service propositions by evolving their business models and approach to advice in the modern age.
At WFS, we continually challenge ourselves to try and ‘do things better tomorrow than they were done yesterday’ and innovation is a key element to this. We are pleased to be recognised as thought leaders among our peers.
In addition to the winning the innovation award, several of our advice team were also finalists in the category of ‘Professionalism In Advice’, which is testament to the approach our whole team takes to the advice process.
We strongly believe in the life-changing value of professional advice in achieving one's financial and lifestyle goals and we’re passionate about delivering consistent, quality outcomes for our clients.
As an award winner, the firm was invited to send a representative to attend an exclusive study tour in New York, where some of the largest financial services firms in the world are headquartered. But for now, as the end of financial year fast approaches, it’s all hands on deck back at the office.
If you or anyone you know requires advice, please call our office today to arrange an appointment on (07) 5574 0667
Wahlstrom Financial Services Pty Ltd, ABN 43 078 015 988, is a Corporate Authorised Representative of Millennium3 Financial Services Pty Ltd ABN 61 094 529 987 an Australian Financial Services Licensee number 244252. Millennium3 Financial Services Pty Ltd and Wahlstrom Financial Services Pty Ltd are not responsible for the advice given regarding lending. This information (including taxation) is general in nature and does not consider your individual circumstances or needs. Do not act until you seek professional advice and consider a Product Disclosure Statement. The views and opinions expressed within this letter are those of the author and do not necessarily reflect those of Millennium3 Financial Services Pty Ltd.