Industry Excellence Awards: Peak Wealth Management Shortlisted as Finalists

by | Oct 14, 2024 | Announcements

We are excited to share that Peak Wealth Management has been nominated as finalists for several distinguished awards across the Australian financial services industry. This recognition reflects our dedication to providing comprehensive and high-quality financial advice.

At the Australian Financial Services Industry Awards 2024, we are proud to be finalists in the following categories:

  • Holistic Advice Business of the Year 2024
  • Financial Services Practice of the Year (10 or Fewer Employees) 2024
  • Practice Principal of the Year 2024 – Andrew Debono

In addition, at the Independent Financial Adviser (IFA) Excellence Awards 2024, we have also been shortlisted for:

  • Holistic Advice Business of the Year 2024
  • Holistic Adviser of the Year 2024 – Andrew Debono

These nominations are a testament to our team’s commitment to delivering tailored, holistic financial advice that puts our clients first. With a highly competitive field of professionals, it’s truly an honour to be recognised by these industry bodies. While we have celebrated past awards, these nominations reinforce our passion and drive to continue leading in the financial services industry.

We make it a priority to regularly take a step back and ask ourselves how we can improve the business and make it an even better experience for our clients.

We extend our gratitude to our clients and team, whose trust and dedication have made this possible. We look forward to the upcoming awards ceremonies and the opportunity to continue building on our success.

The key areas that we have given advice on in the last 12 months are:

As always, we are committed to providing industry leading advice that gives you peace of mind and clear direction. Feel free to contact us for a free 15 minute phone call to learn more about how you could benefit from working with award winning financial advisers.

About the author: Kristian Zuza

About the author: Kristian Zuza

Partner & Financial Adviser

Bachelor of Business; Accounting
Bachelor of Business; Small Business Management & Accounting
Diploma of Financial Planning
Director of Non-Profit ‘Response For Life Australia Ltd’

About the author: Andrew Debono

About the author: Andrew Debono

Financial Adviser, Founder & Managing Director

Bachelor of Economics
Bachelor of Applied Finance
Diploma of Financial Planning
Adv Diploma of Financial Planning

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