This month Prosperity Advisers are proudly celebrating 30 years helping clients create stronger financial futures.

 

Founded as Sneddon McKeown by the late John Sneddon and Allan McKeown with just one staff member, the firm has grown to a team of 130 across Newcastle, Sydney and Brisbane and has diversified from accounting into being a holistic financial advice provider.

 

Prosperity was a trailblazer in that area being one of the first firms in the late 1990s to bring together professionals with backgrounds in accounting and assurance, financial planning, taxation, business, salary packaging and banking.

 

At a whole of firm celebration to mark the milestone, the Director Group were proud to acknowledge 46 people with gifts to celebrate 5 to 25 years’ service with the firm.

 

The announcement of 14 new promotions augurs well for the future in an environment where continual skill building and adaptability to change will be key attributes for the advisory firm of the future.

 

Sam Gadani from the Business Services and Taxation team has been promoted to Associate Director. Sam has been a significant contributor to the success of our Sydney office. He is currently responsible for a sizeable client portfolio and continues to develop very strong client relationships. The Directors of Prosperity are delighted to welcome Sam as a member of our Director Group.

 

John Mujic from the Financial Services team has been promoted to Financial Adviser. John’s experience covers a wide range of financial strategies such as wealth accumulation, superannuation and retirement planning, tax minimisation, risk and personal insurance. John’s prior experience in a paraplanning role within Prosperity has given him in-depth knowledge of investment and insurance products and how to best match these with client needs.

 

Gerhard Jordaan from the Business Services and Taxation team has been promoted to Senior Manager. Gerhard has been a strong contributor providing advice to our Growth Business clients and strives to build and maintain strong, long term relationships.

 

Further promotions in our Business Services and Taxation division were; Fred Chan to Manager, Harry Charalambous to Assistant Manager, Joey Wang and Ben Hailstone to Supervisor and Charlie Zao, Sabrina Yu and Amanda Jia to Senior Accountant.

 

Promotions in other areas of the business were; Sarah Booth to Payroll Officer, Rachel Graham to Team Leader, Rey Magdugo to IT Specialist and Rica Lansangan to HR Specialist.

 

Chief Executive, Allan McKeown said, “Our goal at Prosperity has always been to foster an environment that supports the growth and development of our people. We provide a rich and varied professional experience and deliver the right tools and support to assist our people to drive their careers forward.”

 

Growing the firm to include full service offices in Sydney and Brisbane have provided a solid East Coast footprint that has enabled local clients to get access to important opportunities in these key markets. It has also given some of the firm’s team members the ability to seamlessly transfer to other offices to gain new experiences.

 

The firm has been recognised by its peers and industry experts winning local, national and international awards spanning employer of choice, fast growth, innovation, technology, excellence and community initiatives.