Hugh Robertson makes Barron’s Top 100 Adviser List 2022

We are delighted to officially advise that Hugh Robertson, Managing Director of Centaur Financial Services has made Barron’s Top 100 Financial Adviser List for 2022.

This morning, The Australian announced Barron’s Top 100 Financial Advisers in Australia for 2022 with Hugh coming in at #67.

You can check out the full list here: Barron’s Top 100 Financial Advisers List

According to The Australian, The Top 100 Financial Advisers list is a collaboration between The Australian and its corporate cousin, Barron’s, a 101-year-old American magazine for investors.

The ranking is both a guide to consumers looking for an adviser and a scorecard that advisers can use to measure themselves against one another. The formula used to calculate the ranking is rooted in three general categories: client assets managed by the adviser, fees and revenue generated by their business, and the quality of the adviser’s business.

The asset and revenue numbers are proxies for client satisfaction (it’s our contention that there’s no better sign of a client’s opinion than the amount of money entrusted to an adviser and the fees the client is comfortable paying).

The quality-of-practice category includes a number of factors including an adviser’s experience, credentials and client-service resources. The listing is based on a survey of 55 questions.

Centaur Financial Services has been built from the ground up with the support of our clients and team, and to be one of the 3 Gold Coast Financial Planning firms to make the cut, and the only southern Gold Coast firm, is truly an honour.

We would like to thank The Australian for the article posted yesterday by James Kirby. You can click here to check it out.

We would also like to say a big congratulations to the 99 other Financial Advisers who also made Barron’s Top 100 Adviser list.

As always, if you would like to discuss the contents of this newsletter please give us a call 07 5559 5760.