Maclean Partners Chartered Accountants and M Financial Services Wins Two Top Awards.
Townsville based Maclean Partners Chartered Accountants, has been awarded the "2014 National Accounting Practice of the Year" and Ross Maclean, partner and director of the financial planning division, M Financial Services was awarded the "2014 Financial Adviser of the Year" at the Professional Investment Services' 18th Annual Conference in Shanghai.
These qualifications for the awards were judged by the Professional Investment Services leadership team and based on a combination of factors that along with being a leader in the accounting and financial planning space, includes a commitment to quality advice, growth and community with an underlying dedication to effective client engagement and ongoing learning and professional development.
Selected from in excess of 400 accounting practices and over 500 financial advisers in the Professional Investment Services National network, Maclean Partners and Ross were chosen based on their unwavering commitment to quality advice for their clients, ongoing professional development and providing highly certain outcomes.
Parent company Centrepoint Alliance's leadership team also based their decision on Maclean Partners involvement with the Professional Investment Services community and growth, with an emphasis on upholding the business' values and brand.
'Maclean Partners and M Financial Services are real leaders in their fields and have become specialists within the network. M Financial Services has been a key member of the Professional Investment Services community and we are so happy the hard work is paying off', says Centrepoint's Managing Director John De Zwart.
'We are honoured to win these awards, we are committed to being experts in our fields and we are glad that this is showing in our business model and to the Professional Investment Services team. We are focused on really giving back to our customers and it is paying off.' said Ross Maclean.
Maclean Partners and M Financial Services look after the financial needs of more than 5,000 clients in all regions of Australia and overseas. Their focus through their combined accounting and financial planning practice model is to focus more on strategy rather than product.
Our aim is to always provide our customers with tailored solutions to achieve financial stability, a growth plan and peace of mind. The goal is to leave our clients after each meeting with the knowledge that they have received quality financial advice with an Accounting focus,' said Ross.
Maclean Partners and M Financial Services embodies professionalism within the Professional Investment Services network and broader financial services industry. They have a clear vision and commitment to the client which is consistent with the values of the wider Centrepoint community.