Mark and Kevin recently attended the annual Australian Unity conference. The conference was held in Singapore over 4 jammed pack days. During the conference Securitas was presented with the prestigious Australian Unity Financial Adviser of the Year award for 2014. Securitas also won this award in 2013. Presented by Steve Davis, CEO of Australian Unity Personal Financial Services, the award recognises excellence in financial planning. Obviously we are extremely honoured to receive this award for the second year in a row
We recently sent out our client experience surveys to a sample of clients and the feedback has been extremely valuable . We have decided to make this part of our clients annual review each year; from a business perspective it is really important to ensure that we are providing an exceptional financial planning service that is valuable to our clients.
Gregg Zappara recently joined Securitas as a financial planner in September. Gregg has been a financial adviser since 2008 and is motivated by providing proactive personal advice and works to educate clients to ensure they have a greater understanding of the concepts involved. Gregg and his wife Natasha have 3 children, Isabella, Emma and Ruby. Gregg is another Fremantle Dockers tragic and also plays AFL Masters for the Northern Warriors.