Archives for January 2018

Prosperity Lender recognised as National “Young Gun”

Prosperity Lending Adviser Matthew Guy has today been recognised by Mortgage Professionals Australia as one of the industry’s best and brightest.

The list of Australia’s emerging mortgage and finance broking elite included 30 young professionals who were aged under 35, with less than 2 years as a broker and completing more than $15m in loans during the year.

Matthew was a standout settling $35m in loans with a very impressive conversion rate of 92%.

Matthew said he was “Thrilled with being included on the 2018 list. Working hand in hand with accountants and financial planners at Prosperity to deliver holistic advice provided very positive outcomes and strengthened client relationships”.

Prosperity Head of Lending, Alex Warian, said “Our team at Prosperity is very proud of Matthew and his dedication to client service. The ability to provide practical lending options in concert with a team of like minded professionals is fuelling strong growth in our lending business and boosting client satisfaction.”

Prosperity wins Advisory Firm of the Year Award

Prosperity is delighted to advise that the firm has secured the prestigious Hillross Financial Services award for Advisory Firm of the Year. Highly sought after, this award recognises the firm’s overall professionalism, operational excellence, superior client service, advice delivery and implementation.

Allan McKeown, CEO and Founder of Prosperity Advisers Group said, “To win the Advisory Firm of the Year is wonderful recognition for the tremendous effort our team has demonstrated showing ongoing excellence in providing personal financial advice as well as a clear passion for clients. We are very proud of the collective efforts of our people across our Newcastle, Sydney and Brisbane offices.”

Independent client research through the Beddoes Institute was instrumental in deciding the award winner as was demonstrating a commitment to ongoing excellence in providing personal financial advice, robust and high quality advice processes and a clear and demonstrable passion for clients.

In accepting the award on behalf of the firm, Director Gavin Fernando acknowledged the contribution of the whole Financial Services team and the broader Prosperity group in ensuring wealth management was an integral part in helping the team achieve success for our clients. He said, “Our aim is to create happy and secure futures for clients and in turn create advocates for our firm, our people and the value of advice. We are thrilled to gain this recognition from Hillross.”

At the ceremony the firm was also recognised again as a leading advice practice securing its status as a member of the Elite Strategist Group among Hillross licenced financial advice firms.

Senior appointment locks in Prosperity’s Lending Growth

Prosperity Advisers Group is pleased to announce the appointment of Alex Warian as Head of Lending and Leasing.

Alex Warian joins Prosperity following strong growth in the multidisciplinary advisory firms lending services. From a meagre start Prosperity has settled over $30M in loans in the last six months. Recently in a Head of Equipment Finance role, Alex had also previously spent 19 years at Macquarie Bank. There Alex held various senior positions, the most recent one being Division Director: Head of Professionals Bank, Business Banking, where he established new stand alone segment strategies, setup distribution for a new lending offering as well as promoting and championing insight driven events.

Alex said he is looking forward to the challenge of further developing Prosperity’s lending offering and said his decision to move was driven by the opportunity to be a part of the firm’s growth and innovative business model.

“I am excited to be part of the Prosperity team and a firm that is progressive and innovative in its thinking in its approach to client services and its people.” he said.

“Prosperity’s Sydney, Newcastle, Brisbane, east coast footprint and our 4,000 direct and over 20,000 indirect clients provide an exceptional opportunity for lending.” he added.

Prosperity Advisers CEO, Allan McKeown said, “Alex’s appointment reflected the firms drive to further grow the lending offering and was an exciting move for the expanding division.”

He added, “Alex’s impressive experience and knowledge will be a great asset for our clients, and will serve to strengthen and broaden our advice capability in this specialist area.”