We are proud to announce that Modoras has received not one, but four finalist recognitions in this year’s Independent Financial Adviser (ifa) Excellence Awards in the several categories.
Modoras recognised as 2018 ifa Excellence Awards Finalists
We are proud to announce that Modoras has received not one, but four finalist recognitions in this year’s Independent Financial Adviser (ifa) Excellence Awards in the following categories:
- Holistic Advice Firm of the Year – Peter Sarai
- Holistic Adviser of the Year – Tony Sarai
- Best Client Servicing – Individual – Katerina Sousalis
- SMSF Adviser of the Year – Ian Fox
The 2018 ifa Excellence Awards, are the only program benchmarking the success of the independent financial advice sector.
Modoras’ selection as a finalist is an acknowledgement of the complete financial care that we provide to clients, delivering service far beyond expectation and leaving no stone unturned in our quest to help clients experience their lifestyle potential.
“This year’s finalists are among the top financial professionals in Australia and have been selected on the basis of high performance.” said Aleks Vickovich, managing editor of ifa.
“Their involvement in this program singles them out as a high-quality financial advice practitioner that has the best interests of clients at the very centre of their business.”
Modoras operates with a bird’s eye view to ensure each financial facet compliments the others. From wealth creation including investment planning; finance and lending including mortgage broking and retirement planning incorporating superannuation and SMSF to risk advice and Centrelink benefits. Underpinned by accounting and estate planning, clients depend on:
- Over 3 decades of experience;
- A wealth of financial intelligence;
- Integrated service solutions; and
- Award winning client care.
These accolades would never have been possible without the ongoing loyalty and trust of our valued clients and the continued passion and genuine care delivered by the Modoras team.
The winners will be announced on Friday, 7 September 2018 at the Hyatt Regency Sydney.
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