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professional awards

nsw professionalism award 2014 & nsw financial planner of the year 2014

We hope this finds you well, and that you had a nice long weekend.   We are delighted to announce that we have received two further awards – the NSW Professionalism Award 2014 and NSW Financial Planner of the Year 2014 - from our licensee, Millennium3, one of Australia’s largest financial advice businesses.   

We wish to thank you for your continued support over the past year, and previous years, and we look forward to working with you to achieve your financial and lifestyle objectives for many years to come. Our privileged position as your trusted adviser is the true measure of success for our business. 

In the words of Millennium3 Chief Executive Officer Richard Klipin, the Professionalism Award “represents the pinnacle achievement for Professionalism” and the Financial Planner of the Year Award “represents the pinnacle achievement for the very best Financial Planner” and both awards recognise “outstanding leadership, innovation and professional approaches to servicing client needs”.   

However, we are also especially pleased to have been recognised again for maintaining the highest professional standards in the advice and service we provide, while at the same time our business has been recognised for the growth it has experienced. This marks the 8th significant award in our seven years of operation.   

Special thanks also go to our Client Services Managers – Joleen Atkinson and Deborah Ryan – who joined Mammoth Financial in late 2013 and whose efforts have allowed us to embark on the next stage in our growth plans while further enhancing our professional standards.   

We are delighted to have achieved this during a period of significant change for the financial advice and superannuation industries, and at a time of clearly heightened benefit from high quality professional advice provided on an ongoing basis. Mammoth Financial exists solely for the purpose of developing lasting relationships with you, and people similar to you, as we are firm believers that our advice can become even better over time as our understanding of your specific situation and objectives becomes even greater. We are committed to continually improving the advice and service we provide to you and, as always, we welcome any feedback you may have. 

nsw professionalism award 2013

As we approach our 7th anniversary, we are delighted to announce that we have been awarded the Professionalism Award for NSW 2013 by our licensee, Millennium3. We wish to thank all our loyal clients for their support over the years and we look forward to working with you to achieve your financial and lifestyle objectives for many years to come.   

We are especially pleased to have been recognised again for our professional standards in the advice we provide and the services we deliver given that the financial advice and superannuation industries have undergone enormous change during this period, and this marks the 6th significant award in our six years of operation. 

Mammoth Financial exists solely for the purpose of developing lasting relationships with you as we are firm believers that our advice can become even better over time as our relationship with you deepens. We are committed to continually improving the advice and service we provide to you and, as always, we welcome any feedback you may have.    

national professionalism award 2012

We are very pleased to announce that we have been awarded the National Professionalism Award for 2012 by our licensee, Millennium3 Financial Services, our fifth major award in 5 years.   

We would like to thank you for all your support over the past 5 years and we very much look forward to working with you for many years ahead. 

Our business exists solely to empower your financial evolutionTM via deep and lasting relationships with you which allow us to develop personalised solutions to maximise your ability to achieve you financial outcomes. Long ago we realised that financial strategy and asset allocation are the primary contributing factors to your financial outcomes.     
We have been able to grow our business by continually focusing on your needs and those factors which make the largest contribution to your financial outcomes and which we can control.   
   national professionalism award - Alex Morris & Richard KlipinAlex Morris & Richard Klipin, Millennium3 CEO   

We would also like to thank you for the kind introductions many of you have provided to your like-minded friends and family, with whom we have also been able to form deep and lasting relationships.   We are dedicated to continually improving our advice and service delivery. Thank you to those who have provided feedback on how we can improve in the past. We welcome your comments regarding any further improvements we can make.   

“As one of Australia’s largest advice businesses, Millennium3 recognises that our success and growth is the result of our advisers placing their clients at the centre of their world. Accordingly, maintaining the highest professional and ethical standards is paramount to our advisers’ success as they help their clients to achieve their individual financial outcomes. In order to recognise the efforts our network of in excess of 600 corporate and individual advisers make towards the continual improvement in the quality of their advice and the delivery of services to their clients, we created the Professionalism Award. The National Professionalism Award is awarded to the individual adviser within our network who has consistently delivered the highest quality of advice and service to their clients. In this time of continual change and improvement of standards across the financial advice industry, the Professionalism Award therefore also recognises the adviser who has continually improved the quality of their advice and services they provide to their clients.  

We are therefore particularly pleased to announce that the Millennium3 National Professionalism Award for 2012 is Alex Morris, principal of Mammoth Financial. Alex has now been awarded the National Professionalism Award in 2008, 2011 and 2012, as well as the National Young Adviser of the Year award in 2009. During a time when advice standards have been improving across the industry as a whole, Alex’s thoroughness, dedication to his clients and his focus on continual improvement have enabled him to both grow his business as well as maintain the highest professional standards.” 

 Barry Martin, Dealer Principal, Millennium3 Financial Services Pty Ltd

We would very much like to thank all our clients for their continued support as well as for their feedback & suggestions which has enabled us to continually improve the delivery of our personalised advice and ongoing services.

nsw professionalism award 2012

We are particularly pleased to celebrate our 5th year in business with the announcement that we have been awarded the Professionalism Award for NSW for 2012 by our licensee, Millennium3, recognising the quality of our advice and services. As we strive for continual improvement in all aspects of our advice and services, we are especially pleased to again receive this recognition with this award following the national Professionalism Awards in 2011 and 2008, and the national Young Adviser of the Year Award in 2010, and to have maintained and on improved those standards during a period of significant growth. 

“In this constantly changing world, with few industries more affected by change than our own, Millennium3 recognises that to remain at the forefront of the financial advice & financial planning industry requires an enthusiastic devotion to our clients and to continual improvement. As one of Australia’s largest advice businesses, Millennium3 takes its leadership role in the financial services industry seriously and maintains a commitment to recognising the exceptional professionalism of our professional advisers. The Professionalism Award recognises the adviser who has consistently delivered the highest quality of advice and service to assist their clients achieve their financial aspirations, while consistently displaying the highest ethical and professional standards.   Millennium3 is pleased to award the Professionalism Award for NSW in 2012 to Alex Morris, principal of Mammoth Financial. With over 150 professional advisers in NSW, it gives us great pleasure to recognise Alex’s dedication to his clients and to continual improvement to remain at the forefront of professional standards following his National Professionalism Awards in 2011 and 2008, as well as the National Young Adviser of the Year Award in 2009.”   

Jodie Barnao, State Development Manager, Millennium3 Financial Services Pty Ltd

We would very much like to thank all our clients for their continued support as well as for their feedback & suggestions which has enabled us to continually improve the delivery of our personalised advice and ongoing services.

national professionalism award 2011

As Mammoth Financial approaches its fifth anniversary we are very pleased to announce that Mammoth has received its third award in the past four years by being awarded the National Professionalism Award for 2011 by our licensee, Millennium3 Financial Services Pty Ltd. Millennium3 are one of Australia’s largest Australian Financial Services Licensee’s with our 800 professional advisers.  

We are particularly pleased to have won the National Professionalism Award again in 2011 following on from the National Young Adviser of the Year award for 2009 and the National Professionalism Award for 2008 (in our first full year of operation). The repeat award is particularly pleasing for us as it serves as testament that we have continued to improve our advice and processes over the years.  

“As one of Australia’s largest advice businesses, Millennium3 remains committed to formally recognising the exceptional professionalism of our professional advisers by awarding one of our advisers with the National Millennium3 Professionalism Award. The National Professionalism Award is awarded to the adviser who consistently displayed the highest professional and ethical standards, and delivered the highest quality of advice and service to assist their clients to achieve their lifelong ambitions.  

Millennium3 is pleased to recognise Alex Morris, Principal of Mammoth Financial, as winner of the national Professionalism Award for 2011. In a field of over 800 professional advisers who have displayed continual improvement over many years, we are particularly pleased that Alex is a repeat winner of this award having received the 2008 National Professionalism Award, as well as the Young National Adviser of the Year award in 2009, which demonstrates his devotion to his clients and to the process of continual improvement.”

Sean Graham, Executive Director, Advice & Advocacy, Millennium3 Financial Services Pty Ltd 

We would like to thank all our clients for their continued support and their feedback which has enabled us to continually improve the delivery of our personalised advice and ongoing services. 

national young adviser of the year award 2009

We are pleased to announce that we have been awarded the National Young Adviser of the Year Award by our licensee, Millennium3. Millennium3 are one of Australia’s largest financial advice firms with over 800 professional advisers, and they regularly review the business processes, procedures and quality of advice provided by their professional advisers.  

“In the financial planning industry, where the average adviser is in their 50’s, Millennium3 recognises that younger advisers represent the future of our industry and those best placed to develop lasting relationships with clients to provide invaluable advice when they need it.  

Millennium3 decided to formally recognise those younger advisers who have demonstrated consistently high standards of professionalism in delivering transparent, fair and tailored financial planning solutions that puts the needs of their clients first, and which has consequently resulted in the strong growth of their business. Millennium3 was pleased to recognise Alex Morris, principal of Mammoth Financial, as best representing those qualities and award him the National Young Adviser of the Year Award for 2009.”

Barry Martin, joint Managing Director, Millennium3 Financial Services Pty Ltd  

Mammoth Financial are very pleased to have received this award, particularly following the National Professionalism Award for 2008, in recognition of our high standards of advice and service, and the growth in our business. For further details on our education, training and experience please click here.

Most importantly of all, we wish to thank our clients for their continued support of our business, and we look forward to further developing those relationships in the years’ ahead. The sole focus of our business is building long term relationships with our clients and we will continue to work hard to improve all facets of our services.

national professionalism award 2008

We are pleased to announce that we have been awarded the inaugural Professionalism Award by our licensee, Millennium3.

"As one of Australia’s largest advice businesses, Millennium3 recognises that professionalism is not limited to technical expertise and an obligation to act with reasonable care and diligence; its focus on transparency, fair dealing and loyalty highlights the importance of interpersonal values – including respect and fair dealing – which are reflected in the law and the FPA Practice Standards.

In 2009, Millennium3 decided to formally recognise these values and attributes. Millennium3 was pleased to recognise Alex Morris, Principal of Mammoth Financial, and award him the inaugural National Professionalism Award for 2008. In a field of over 700 professional advisers, Millennium3 identified Alex as best representing the values and aspirations of the financial planning profession."

Sean Graham, Executive Director, Advice & Advocacy, Millennium3 Financial Services Pty Ltd

Mammoth Financial are pleased to have received this award in recognition for the processes, procedures and financial planning advice we have been providing to clients over the past years. We will continue to strive for further improvement on these high standards.

We would like to thank Sean Graham, Executive Director, Advice & Advocacy, and his team, and the management team of Millennium3 for this award.

 

 

 

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 A world without birds, without forests, without animals of every shape and size, would be one that I, personally, would not care to live in.

If you have enjoyed this book (and perhaps some of my other ones, as well) please remember that it was the animals that made them possible and made them amusing. They are the great voteless and voiceless majority who can only survive with our help.

It is up to everyone to try to prevent the awful desecration of the world we live in. I am doing what I can in the only way that I know, and I would like your support

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