Today, we’re thrilled to celebrate an exceptional milestone: our Director and Senior Financial Adviser, Marshall Brentnall, has been named on Barron’s prestigious Top 150 Financial Advisers in Australia list.
This recognition is a testament to Marshall’s dedication to his clients, his commitment to delivering exceptional advice, and his passion for helping clients achieve their financial goals. Appearing on this list, published in The Australian, highlights not only Marshall’s expertise but also Evalesco’s unwavering pursuit of excellence.
Understanding the Barron’s Top 150 Recognition
“The Top 150 Financial Advisers List is a collaboration between The Australian and its corporate cousin, Barron’s, and the ranking is a guide to consumers looking for an adviser and a scorecard that advisers can use as benchmark.
The formula to calculate the ranking is based on the three general categories: client assets managed by the adviser; fees and revenue generated by their business, and the quality of the adviser’s business. The listing is based on 60 questions.” (The Australian, Nov 22nd, 2024) The Australian Barrons-top-150-financial-advisers-2024
These rigorous criteria underscore the significance of Marshall’s achievement and Evalesco’s standing as a trusted name in financial advice.
A Team Effort Behind the Achievement
In Marshall’s own words, “Whilst it is my name that appears on the list, this award is very much a team award as delivering great advice to clients requires the efforts of the entire Evalesco Financial Services family.”
This achievement is a result of years of experience, questioning, analysis, rigour and an unrelenting focus on our clients’ best interests. From navigating complex financial landscapes to tailoring holistic strategies, our team consistently delivers outstanding results that have made a difference to those in the Evalesco family.
Building on Success
Reflecting on the recognition, Marshall shared, “I am looking forward to building on the success that we’ve achieved with our clients over the long term, and, particularly, to do so with our growing family that now includes Principal Edge Financial Services.”
Leading with Vision and Integrity
Evalesco CEO, Jeff Thurecht, said, “This is fantastic recognition for the years of hard work and diligence that Marshall has applied to leading the investment management for our valued clients. Marshall’s investment stewardship continues to deliver peace of mind and great outcomes. Thank you to those loyal clients for your continued trust and support of our growing business, and congratulations Marshall.”
