We are delighted to share some very exciting news about a number of significant industry awards achieved by the PMD Financial Advisers team as well as the PMD practice.
James Esselmont, has been awarded "Financial Adviser of the Year" by our dealer group, Consultum Financial Advisers, at the 2023 annual conference.
This award recognises James' outstanding financial planning capabilities along with his ongoing commitment to provide the highest standard of professional and trusted advice to clients.
Tim Donohue was also a finalist in the "Financial Adviser of the Year" category which reinforces the combined level of expertise across the advisory team.
In addition, Roger Ellingworth, Director, PMD Financial Advisers achievement of 40 years as a financial planner was recognised by a special "40 years of Service award". This is an amazing milestone, with the award an important acknowledgement of Roger's dedication to the profession by his peers and the industry.
Another team member, Louise Jones was a finalist for "Support Staff Member of the Year". Louise demonstrates care and diligence in all her client dealings, and to be a finalist in this category, is a wonderful recognition of her professional skills.
Finally, the PMD practice won the "High Achiever Award". This award acknowledges the practice that has demonstrated leadership and innovation in helping clients achieve their financial and lifestyle objectives. Along with this award, the PMD practice was the runner up for the "Practice of the Year Award".
Overall, a very successful conference for PMD.
We are all very proud of these awards, and these combined achievements underscore the ongoing confidence you should continue to feel when dealing with the team at PMD.
Photo from the Award's evening (l-r) Roger Ellingworth "40 years of Service Award", Tim Donohue, 2023 “Financial Adviser of the Year” winner James Esselmont, Roxy Kruger