Hugh Robertson – Investment Adviser of the Year 2024 | IFA

On Thursday, 5th December 2024, at the iconic Fullerton Hotel in Sydney, a momentous achievement unfolded for Centaur Financial Services. Our Managing Director, Hugh Robertson CFP® CIMA®, was awarded Investment Adviser of the Year at the 2024 IFA (Independent Financial Adviser) Excellence Awards!

This recognition isn’t just an accolade—it’s a celebration of dedication, innovation, and an unwavering commitment to delivering exceptional outcomes for our clients. Hugh’s vision and leadership have set a benchmark for excellence in investment advice, and we couldn’t be prouder.

As Hugh often says, “It’s never just one person.” This award reflects the tireless efforts of our incredible Centaur team, whose passion and hard work drive our mission to help clients achieve their financial goals. And, of course, it’s a shared success with our clients, whose trust and partnership inspire us every day.

 

But the spotlight doesn’t stop there. We’re also thrilled to celebrate other stars in our Centaur family:

• Nick Georgopoulos, a finalist for Young Adviser of the Year, whose talent and drive are shaping the future of financial advice.
• Renee Attewell, a finalist for Paraplanner of the Year, recognised for her meticulous expertise and dedication.
• And the entire Centaur team, was honoured as finalists for Client Servicing Team of the Year, a testament to our unwavering commitment to putting clients first.

While not every trophy came home with us, the real measure of success lies in the trust we build, the lives we impact, and the passion that fuels our work.

As we celebrate these milestones, we’re reminded that excellence isn’t a destination—it’s a commitment we renew every single day.

To Hugh, Nick, Renee, and our entire Centaur team: your achievements inspire us all. This is just the beginning of even greater things to come. Here’s to the road ahead and the successes we’ll create together!

Hugh has also been mentioned in Money Management Magazine: https://www.moneymanagement.com.au/news/financial-planning/winners-unveiled-ifa-excellence-awards-2024

A full list of winners can be found here: https://www.ifa.com.au/excellence-awards/winners/2024-winners-and-finalists

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