Excellence in Performance Award

Rex and Sharon were invited with a select group of SA and NT advisers to the 2015 MLC SA/NT Excellence in Advice Awards held in Adelaide in November. These awards are designed to recognise excellence and Sharon received the "Excellence in Performance' award.

This award recognised Sharon's commitment and hard work within the business, the genuine relationships she has built up with clients, and her focus on growing our Financial Planning practice as well as management of our Millicent office. We were very proud to receive such an award.


2011 SA/NT State Adviser of the Year

In 2011 Rex Whittaker received Charter and AXA Financial Planning's SA/NT State Adviser of the Year Award for 2011.

Acknowledged for his professional excellence, as voted by his industry peers, Rex was singled out from over 950 financial planners.

This award recognises Rex's achievements in a number of areas, including his commitment to his clients, development of his staff, business processes and services and technical expertise.

Not only did the award also acknowledge Rex's commitment to the financial planning industry, but also his ongoing contributions to the local community, in the form of numerous local sporting sponsorships and being included in both sport club committees and school boards.

Chris Regennas (AXA State Manager), Rex Whittaker (2011 State Adviser of the Year), Andrew Waddell (AXA Financial Advice Network's General Manager) and Neville Spencer (2010 State Adviser of the Year)