The team at Stratus Financial Group continue to support our wider community both here and overseas through the Fortnum Foundation. The mission of the Fortnum Foundation is to raise money for children in need by fostering their wellbeing, and providing education and protection for children in Australia and overseas.
Brisbane: Stratus Financial Group has been named “2017 Operational Excellence Award” Winner and Runner-Up “2017 Principal Practice of the Year” at this year’s Fortnum Financial Advisers National Conference held recently in New Zealand.
The 2017 Fortnum Financial Advisers Operational Excellence Award recognises the Fortnum practice that demonstrates the highest level of commitment to implementing sound, proactive business management, while continually assessing and improving their delivery methods, reporting and outcomes for clients.
When accepting the award on behalf of Stratus Financial Group, Brett Cribb said the entire Stratus Financial Advice team was committed to operational excellence.
“As a team, we understand that quality business structures, a sound delivery framework and our genuine commitment to client care are the foundations of success.
“We embrace continual education, in all aspects of advice, compliance with legislation and systems that create positive client experiences. I’m pleased to say that every day, everyone on the team at Stratus Financial Group strives to live up to our mantra of ‘Making it Happen’ for our clients and that in itself is testimony to our commitment to excellence,” Mr Cribb said.
But the accolades didn’t end there: Stratus Principal, Brett Cribb and Financial Planner, James Marshall were each recognised as award category finalists – respectively for the Chairman’s Award and Educational Excellence Award.
This year’s award follows on from last year’s success when Stratus Financial Group was named 2016 Principal Practice of the Year.
Further, Stratus Financial Group was also recognised as an Inaugural Member of the Fortnum Foundation 1000 Club (2011-2017). Fortnum Foundation raising funds that are used in the protection, education and well-being of children in need within Australia and overseas. Among the charities supported by the Foundation are Aunties and Uncles (Qld); Music Industry College – The Ken Wood Scholarship Fund (Qld), Moira Kelly Creating Hope Foundation and Love Mercy (Uganda).
Stratus Financial Group delivers bespoke financial advice for singles and couples, families; business owners, executives & professionals; and people heading towards retirement and aged care.
Brett Cribb holds a Bachelor of Engineering (Hons) and a Diploma of Financial Planning. He is a Senior Associate with the Financial Services Institute of Australia and a Member of the Financial Planning Association.
Ross Munro is a Certified Financial Planner and holds a Bachelor of Commerce. He is a Chartered Accountant and a Member of the Financial Planning Association.
Steve Nicholas holds a Bachelor of Applied Science, Graduate Diplomas in Applied Finance and Investment, Financial Planning, and Agricultural Economics.
Peter Beauchamp holds a Diploma of Financial Services (Financial Planning) and is a member of AFA (Association of Financial Advisers).
James Marshall holds a Bachelor of Business (Distinction) and Masters of Applied Finance (Financial Planning). James is an Associate Member of the Financial Planning Association of Australia and holds a CFP® (CERTIFIED FINANCIAL PLANNER®) from the Financial Planning Association of Australia. Recognised in 26 countries, the CFP® designation is the gold standard in financial planning.
Steve, Ross and Brett are also ASX Accredited Listed Product Advisers and hold SMSF Accreditation.
For more information about Stratus Financial Group and their award-winning approach to financial planning, please call 07 3007 2007.
Stratus Financial Group and its advisers are Authorised Representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306. This information is of a general nature only and neither represents nor is intended to be personal advice on any particular matter. Stratus Financial Group strongly suggests that no person should act specifically on the basis of the information in this document, but should obtain appropriate professional advice based on their own personal circumstances.