Local Mandurah Financial Advisor, Peter Campbell of  Merideon Wealth Strategies has been named as a finalist in the ifa Excellence Awards 2021 for 2 categories – Holistic Financial Adviser and Regional Financial Adviser. 

The finalist list, which was announced on 24 August 2021, features over 210 high-achieving financial services professionals across 27 submission-based categories.

The ifa Excellence Awards is the pinnacle event for recognising the outstanding achievements and excellence of exceptional professionals across Australia’s professional advice sector.

The awards were created to acknowledge and reward the contributions of professionals leading the charge within the financial advice industry, noting their dedication to their profession.

After the past year of uncertainty and challenges brought on by the pandemic, now more than ever, the value of Financial Advice has come to the fore and during a turbulent time with the recent Royal Commission and legislative and educational change some Financial Advisors are excelling.

“At a time of change and upheaval for the industry, and after another year of business and family disruption as a result of COVID, it’s so important to take some time and recognise the achievements of the industry and the fantastic innovations that are going on inside advice businesses,” says ifa editor Sarah Kendell.

“A huge congratulations to all of this year’s finalists for their outstanding dedication to client service through such a challenging time and the excellent examples they are setting for their peers around adaptation and success through adversity.”

Peter Campbell, Senior Financial Advisor at Mandurah’s Merideon Wealth Strategies, said that he was proud to be recognised as a finalist in the ifa Excellence Awards 2021.

“This recognition for Merideon’s excellent contribution to the industry reinforces the strength of our service and dedication to connecting with the community and engaging with clients,” he added.

Merideon’s founder, Mark Rattigan was a finalist in the awards last year and with some friendly rivalry in place, Peter is hoping to go one step further and bring the award to Mandurah.

More information about the ifa Excellence Awards can be found here https://www.ifa.com.au/excellence-awards/winners/2021-finalists.