This month AGS Director Alex Berlee received a top 50 ranking in AFR Smart Investor magazine's Masterclass for Financial Planning 2013!! That is the sixth time now for Alex, having also made the grade for 2007, 2009 (along with David Pritchard from our office that year), 2010, 2011, and 2012.

The Masterclass for Financial Planning is a technical knowledge test examining financial structures, tax, superannuation (including SMSF), asset allocation, social security, and investment strategies. Here at AGS, we believe this result reflects the overall quality of our practise and the pride we take in staying up to date with the latest legislation and strategies, and the skills we bring to the table for our clients.

Published : 14 Jan 2013