Lake Macquarie financial team celebrates early success

Bridges Lake Macquarie has taken out the Branch of the Year award and key staff were acknowledged for their outstanding contributions at the Bridges group annual awards, recently held in Adelaide.

The Lake Macquarie-based franchise has firmly established itself as a leading provider of financial advice and planning services in the Hunter region since its launch in 2016.

Branch Manager, Daniel Irving, said the team was surprised but honoured to be acknowledged after such a short period of operation.

“This achievement and level of success can be credited to the team’s focus and commitment to their clients,” he said. “Our philosophy is simple – it isn’t about finding the quickest solution, it’s about really knowing our clients and taking the journey with them to the best possible outcome.”

In further testament to Bridges Lake Macquarie’s reputation, Craig Orbell was awarded Young Advisor of the Year.

An authorised representative of Bridges, Craig is currently completing formal qualifications as a certified financial planner with a key focus on investment strategies, superannuation, retirement planning, salary packaging and estate planning.

“Craig is a deserving winner of this title, with ten years’ experience guiding clients on their financial and investment affairs, backed by a Bachelor of Business/Finance and a Diploma of Business Studies,” Daniel said. “He is a highly regarded member of the Bridges Lake Macquarie team, and integral to our success.”

To round out the annual awards, Daniel and Craig were named among the Top Ten advisors within the Bridges network for 2017, with Craig coming in second closely followed by Daniel in third.

“We are grateful our hard work in establishing Bridges Lake Macquarie is being acknowledged amongst our peers,” Daniel said.

“It just goes to show that working with a close-knit group of professionals who truly care about their clients can reap incredible results.”

Founded in 1985, Bridges are one of Australia’s largest national financial planning and stockbroking organisations. With offices in around 65 regional, suburban and metropolitan locations, its network of over 170 financial planners service more than 50,000 clients.

This article first appeared on Hunter Headline.