This month AGS Director Alex Berlee received a top 50 ranking in AFR Smart Investor magazine's "Masterclass for Financial Planning 2012" !!! That's the fifth time now for Alex, having also made the grade for 2007, 2009 (along with David Pritchard from our office that year), 2010 and 2011.
The Masterclass for Financial Planning is basically a technical knowledge test examining financial structures, tax, superannuation (including SMSF), asset allocation, social security and investment strategies. Here at AGS, we believe this result reflects the overall quality of our practice and the pride we take in staying up to date with the latest in superannuation, tax and investment strategy, and the skills we bring to the table for our clients.
Published : 31 Jan 2012