Focus Financial Partners Inc. a leading partnership of fiduciary wealth management firms, announced that five advisors with Melbourne-based Escala Partners Limited, a Focus partner firm, were named to Australia’s Top 100 Financial Advisers List 2020.
The list is based on an extensive, national survey conducted by Barron’s and The Australian’s business magazine The Deal, and is a guide to the country’s leading wealth management advisors.
Escala was established with the collective ambition to become the new standard of personalized wealth management in Australia. The firm quickly emerged as a leading fiduciary wealth advisor to individuals, families, foundations and institutional investors across Australia, providing them with customized investment solutions through a collaborative, team-based approach. Escala’s client relationships are sustained over time through their dedication to highly personalized service and an ongoing commitment to innovation in defining the standards for excellence in the Australian wealth management industry.
Mason Allamby, Scott Carmichael, Steve Collins, Amanda Fong and Ben James are Partners and members of the original group of Escala founders who started the firm in 2013. They each have deep expertise in multiple areas of wealth management, including financial planning, asset allocation, tax strategy and, in Ms. Fong’s case, the not-for-profit space.
“We are honored to have such an impressive group of our advisors named to the Top 100 Financial Advisors list,” said Pep Perry, CEO of Escala. “They embody the collaborative approach and dedication to client service that are the foundation of Escala and make our firm uniquely successful.”
Focus Financial Partners Inc. a leading partnership of fiduciary wealth mngmnt firms, announced that 5 advisors with Melbourne-based Escala Partners Ltd, a Focus partner firm, were named to Australia’s Top 100 Financial Advisers List 2020. #TheIndianSunhttps://t.co/DUfUuPbQRb
— The Indian Sun (@The_Indian_Sun) July 6, 2020