Insignia Financial Group financial advisers recognised
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- Insignia Financial advisers recognised
We are proud to share nine financial advisers in the Insignia Financial Group advice network have been recognised in the Barron’s Australia Top 100 Financial Advisers 2022 list, published Friday 23 September 2022.
Congratulations to our Shadforth Financial Group advisers – Andrew Harrison, Andrew Pidgeon, Belinda von Knoll, Campbell Sorrell, David Raits, Phillip Gillard, Sally Huynh, Simon Growden and Philip Davison – all of who ranked. Some appear for the fifth year running – Phil Gillard and Sally Huynh have appeared since 2018 – whilst others are making an appearance for the first time. Additionally, two of the 14 females in the rankings were Shadforth advisers, namely Sally Huynh (Brisbane) and Belinda von Knoll (Perth).
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 list has been running since 2004 and recognises the nation’s best financial advisers and practices. 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 listing is based on a survey of 55 questions and 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.
Ranking 44. Phillip Gillard 2021 rank: 89 Shadforth Financial Group North Sydney, NSW Years’ planning experience: 23 | Ranking 64. Sally Huynh 2021 rank: 94 Shadforth Financial Group Brisbane, QLD Years’ planning experience: 19 | Ranking 65. David Raits 2021 rank: NR Shadforth Financial Group Melbourne, VIC Years’ planning experience: 27 |
Ranking 78. Campbell Sorell 2021 rank: 88 Shadforth Financial Group Melbourne, VIC Years’ planning experience: 21 | Ranking 81. Philip Davison 2021 rank: 100 Shadforth Financial Group Perth, WA Years’ planning experience: 18 | Ranking 87. Simon Growden 2021 rank: 82 Shadforth Financial Group Perth, WA Years’ planning experience: 26 |
Ranking 95. Andrew Pidgeon 2021 rank: NR Shadforth Financial Group Perth, WA Years’ planning experience: 18 | Ranking 96. Andrew Harrison 2021 rank: NR Shadforth Financial Group North Sydney, NSW Years’ planning experience: 26 | Ranking 98. Belinda von Knoll 2021 rank: NR Shadforth Financial Group Perth, WA Years’ planning experience: 22 |