2015 AFA Financial Adviser of the Year
In November 2015, Catherine was honoured to be named one of three finalists of the prestigious 2015 AFA Financial Adviser of the Year Award.
Victorian Certified Financial Planner of the Year
In November 2014, Catherine Robson was named the 2014 Victorian Certified Financial Planner (CFP) of the Year by the Financial Planning Assocoation.
“We look for a planner who demonstrates true professional leadership and excellence, someone who routinely goes above and beyond best practice to achieve the best outcomes for clients,” said FPA CEO Mark Rantall.
Most Trusted Adviser
October 2014 – Catherine Robson of Affinity Private has been named a Most Trusted Adviser in Australia in research conducted by Beddoes Institute.
Speaking about the rigour of the selection process for the Most Trusted Advisers network, Dr Adam Tucker, Director of Beddoes Institute said, “Most Trusted Advisers deliver significantly better outcomes to their clients,” Dr Tucker said. “Their clients believe they are more on track with their financial plan and are financially better off as a result of working with their adviser compared to clients of other financial advisers.”
Most Trusted Advisers also rated higher on their qualifications, experience and technical skills than other advisers and have better interpersonal skills, Dr Tucker said.
AFA Adviser of the Year Finalist
WIFS Financial Planner of the Year Finalist
Excellence in Advice Award Winner
In October 2013, Catherine was awarded the AFA Female Excellence in Advice Award, sponsored by TAL.
AFA chief executive Brad Fox said Ms Robson is a deserving winner of the award.
“Catherine is passionate about the value of financial advice and is a fantastic role model for other women, both in the profession and wanting to join the profession,” he said.
Click here to view video
Money Management - Financial Planner of the Year
“Unrelenting professionalism and a firm commitment to training and education made Catherine Robson the clear winner of the 2010 Money Management Financial Planner of the Year award.
“Catherine shows strong leadership both in her business and in the community and is committed to raising the standards in financial planning. She is a deserved winner of this award,” says Julie Berry, chair of the Financial Planning Association (FPA) and one of the judges.”
Click here to read more
Australian Private Banking Council Outstanding Advisor Award
AFA Female Excellence Finalist - Catherine Robson
Catherine has a special passion for financial empowerment for both married and single women and was very proud to be one of 6 finalists in the 2012 AFA Female Excellence Advice Awards.
Click here for video of Catherine's thoughts on this important AFA initiative.