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Baker Affleck Financial Solutions - Wins outstanding achievement award!

Baker Affleck Financial Solutions has been awarded the outstanding achievement award in recognition of their first year’s performance from national financial planning network, Count Wealth Accountants. Baker Affleck Financial Solutions were recognised for their achievement over 2008/2009 at the group’s national annual conference in Canberra last week.

The 2009/2009 financial year was a challenge for both advisers and clients with the Global Financial Crisis (GFC) impacting share markets and hence investment balances. However, the team at Baker Affleck continued to service their client base by staying in regular contact and assisting them to focus on their long term plans for financial security and ensuring they have adequate wealth protection to protect in times of death, sickness or accident.

Pauline McFarlane, Senior Executive – Business Development & Marketing with Count says, "Creating a dedicated financial planning division in a year that will go down on record as one of the toughest in history and achieving such stellar results demonstrates their ongoing commitment to clients. It was pleasing to see them achieve this award".

Baker Affleck Financial Solutions has been associated with Count Wealth Accountants since December 2007. Glenn Seaton, Director of Financial Planning at Baker Affleck, says he is delighted the firm has won this award. “We are very happy to have been recognised by Count – over the past 12 months we have worked hard to educate and service our clients on the importance of seeking professional, quality financial planning advice”.

Baker Affleck Financial Solutions is a Member of Count Wealth Accountants, an Australian Financial Services Licensee (No. 227232) and Australia's largest independently owned network of accountants specialising in wealth advice.

 

For more information contact Glenn Seaton or Deborah Jones at Baker Affleck Financial Solutions on (07) 5538 3088 or click here to register your interest