Awards

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The Most Awarded Financial Advisory Team on the Mornington Peninsula.


Our team continues to receive awards in recognition of our technical expertise and contribution to the industry. We believe the whole team is greater than the sum. We are an enthusiastic and motivated crew who work together providing outstanding client service.


2025

AUSTRALIAN ACCOUNTING  AWARDS
WINNER Innovator Of The Year / Smart Business Solutions Group

COUNT FINANCIAL AWARDS
WINNER Excellence in Innovation / Shannon Smit
WINNER Barry Lambert Community Leader

MORNINGTON PENINSULA BUSINESS AWARDS
FINALIST Business Excellence Awards

2024

AUSTRALIAN ACCOUNTING  AWARDS
WINNER Multiservice Firm of the Year / Smart Business Solutions Group
FINALIST Young Accountant of the Year / Cameron Chrystie

COUNT FINANCIAL AWARDS
WINNER Leader of the Year / Shannon Smit

WOMEN IN FINANCE AWARDS
FINALIST Employer of the Year 
FINALIST Office Administrator of the Year / Zoe Dunne

SMALL BUSINESS CHAMPIONS AWARDS
WINNER Professional Services / Finance

2023

COUNT FINANCIAL AWARDS
WINNER Member Firm of the Year / Smart Private Wealth
WINNER Emerging Adviser of the Year / Bianca Carroll



WOMEN IN FINANCE AWARDS
FINALIST Small Business Adviser of the year / Shannon Smit
FINALIST Employer of the Year (SME)
FINALIST Executive Assistant of the Year / Zoe Dunne

2022

AUSTRALIAN ACCOUNTING AWARDS

Winner: Regional Firm of the Year

WOMEN IN FINANCE AWARDS
Winner: SMSF Adviser of the Year  / Shannon Smit
Finalist: Marketing Professional of the Year / Vivienne Bethune
Finalist: Office Administrator of the Year / Nicole Wicks

IFA AWARDS
Finalist: SMSF Adviser of the Year / Shannon Smit
Finalist: Marketing Professional of the Year / Vivienne Bethune
Finalist: Transformation of the Year / Bianca Carroll
Finalist: Holistic Advice Firm of the Year

2021

WOMEN IN FINANCE AWARDS

Winner: Financial Adviser of the Year / Shannon Smit
Finalist: Marketing Professional of the Year / Vivienne Bethune

IFA AWARDS
Winner: Goals-Based Advisor of the Year / Shannon Smit
Winner: Marketing Professional of the Year / Vivienne Bethune
Finalist: Paraplanner of the Year /Bianca Carroll

2020

WOMEN IN FINANCE AWARDS

Winner: Regional Professional of the Year / Shannon Smit
Winner: Executive Assistant of the Year / Bianca Carroll
Finalist: SMSF Advisor of the Year / Shannon Smit

IFA AWARDS
Winner: Marketing Program of the Year
Winner: Regional Advisor of the Year / Shannon Smit
Finalist: Paraplanner of the Year /Bianca Carroll
Finalist: Marketing Consultant of the Year / Vivienne Bethune

2019

COUNT FINANCIAL PLANNING

Winner: New Member Firm of The Year

2018

WOMEN IN FINANCE AWARDS

Winner: Office Administrator of the Year / Nicole Wicks

AUSTRALIAN ACCOUNTING AWARDS

Winner: Professional Development Program of the Year

OPTUS MY BUSINESS AWARDS

Winner: Finance Business of the Year

AUSTRALIAN ACCOUNTING AWARDS

Winner: Office Administrator of the Year / Nicole Wicks

2017

SMSF & ACCOUNTING AWARDS

Winner: Multi Service Firm of the Year

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