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2020 The Australian Business Review Top 100 Financial Advisers – James Wortley

The US financial investment publication “Barron’s” and The Australian’s business magazine “The Deal” each year present Australia’s most comprehensive list of financial advisers. The list of the Top 100 Financial Advisers in Australia is based on an exhaustive national survey. 
We’re all very proud that James Wortley has been selected in the Top 50, number 46 to be exact. What an incredible achievement.



Securitor QLD Adviser of the Year & Securitor QLD Practice of the Year Finalist 2015

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Most Trusted Adviser

Local Advisers Named among Most Trusted in Australia by clients James Wortley & Scott Jamieson of Enlightened Financial Solutions have been named a Most Trusted Adviser in Australia by their clients in research conducted by Beddoes Institute, a data and benchmarking company that works across all major stakeholder groups in the financial services sector.

Beddoes Institute has analysed thousands of client ratings from a survey of over 400 advisers, including James Wortley & Scott Jamieson, and identified objective benchmarks of exceptional client service and performance including an Adviser Trust Score of 85 or more. Advisers must meet this criteria plus other extensive eligibility criteria in order to qualify for the Most Trusted Advisers Network.

The survey is the Beddoes Institute’s Client Experience Survey, part of the Beddoes Institute’s Leading Practices Program. “Most Trusted Advisers deliver significantly better outcomes to their clients,” stated Dr Adam Tucker, Director at Beddoes Institute. “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.

Talking about their selection in the network, James Wortley said that consumers can source details of the network via the online website (www.mosttrustedadvisers.com) or via the free Most Trusted Advisers Apple App. The App and Website allows consumers to in effect crowd source an adviser they can trust. It’s a little bit like being able to talk to thousands of neighbours over the back fence about how to find an adviser they can trust.”

Winners of Securitor Practice of the Year and Adviser of the Year for Queensland 2014

We are very pleased to announce that we have been recognised as winners of Securitor’s Practice of the Year, and James Wortley as Adviser of the Year for Queensland 2014.

The key determining factors in winning this award were the provision of insightful strategic advice to our clients, our disciplined review process, outstanding and efficient work processes, commitment to practice development, an exemplary compliance rating and a proven commitment to ongoing education.

We feel that this award is great recognition of our commitment to the best possible outcomes for our clients.  Our business benefits from a wonderful, dedicated, long standing team of staff that believe in superior customer service and are led by James, a dedicated, experienced and expert financial adviser.




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