Endorphin Wealth Management – New Look Team

Endorphin Wealth Management – New Look Team

Endorphin Wealth Management Team

2018 has been another outstanding year for the practice to date. We’ve been fortunate to be able to assist many new clients and grow their assets. We’ve also seen a growth to our personnel over the year with three new employees being added to the team!

Glenn, Jack and Alisa have all been wonderful additions to our team – enabling us to provide a much higher level of service to our clients.

We’re certainly glad that they’re with us and look forward to watching their careers develop with the practice over the coming years.

Their profiles have been updated on our Our Team page if you would like to learn more about them.

Glenn Malkiewicz

Glenn Malkiewicz – Senior Financial Advisor

Jack Kilbride

Jack Kilbride – Finance and Investment Officer

Alisa Surya

Alisa Surya – Compliance and Implementation

Comprehensive analytics and research

We invest a great deal of time and effort researching the best retirement strategies for our clients. We have developed a number of systems to manage and track the marketplace.

The investment landscape always evolves and it is more important than ever to consider your investments and superannuation funds carefully. We pride ourselves on being experts in researching opportunities, investments and strategies that fit in with your retirement goals. We want, our clients to get on with enjoying their life rather than worrying about money.

For an obligation free conversation about your financial future, please contact us on 03 9603 0072 or at advice@endorphinwealth.com.au

This information is general in nature and does not take your personal situation into account.

Congratulations to Robert Rich – IFA Awards – Newcomer of the Year 2018

We’re delighted to announce that Robert Rich has won the award for ‘Newcomer of the Year’ at the 2018 IFA Excellence Awards. It’s an outstanding achievement and a great testament to all the hard work Robert has been putting in for his clients.

In his acceptance speech, Robert praised the support of his family, the team at Endorphin Wealth and particularly the support of his mentor and Endorphin Wealth’s Director – Phillip Richards.

We look forward to Robert continuing to provide his clients with outstanding service in the years to come!

For an obligation free conversation about your financial future, contact Robert on 0466554234 or robert@endorphinwealth.com.au

From the ifa Excellence Awards site https://www.ifa.com.au/excellence-awards/
Newcomer of the Year
This award recognises Australia’s top adviser, considering not only the delivery of best practice advice but also the aptitude and acumen to build a solid advice business and client proposition. As well as these key skills, the Newcomer of the Year will demonstrate their potential as a future industry leader.
https://www.ifa.com.au/excellence-awards/categories/individual/newcomer%20of%20the%20year
The IFA Excellence Awards
The ifa Excellence Awards are the benchmark for excellence in the privately-owned financial advice sector. Since 2014, they have celebrated the excellence and ethics from the most senior ranks to its rising stars, benchmarking success in the privately-owned financial advice sector in particular.

Winner

Robert Rich

Newcomer of the Year

Finalist

Endorphin Wealth Management

Best Client Servicing – Company

Holistic Advice Firm of the Year (2017 & 2018)

Phillip Richards

Holistic Adviser of the Year (2017 & 2018)

Investment Adviser of the Year

Practice Principal of the Year

Robert Rich

Goals-Based Adviser of the Year