- 14 Mar 2023
Helen Avis, Director, Specialist Mortgage, has added another accolade to her impressive list of achievements, this time securing the Western Australian customer service award for an individual at The Adviser Better Business Awards.
On a night when the who’s who of Western Australia’s broking industry were rewarded for their achievements at The Adviser Better Business Awards, Finance Director of Specialist Mortgage, Helen Avis, took home the coveted Best Customer Service (Individual) Award.
In presenting the prestigious award, judges praised Ms Avis for “her outstanding submission that demonstrated her innovation, communication, and notable growth rates.”
The Specialist Mortgage team was also named as a finalist in the Best Customer Service (Office) Finalist category, while Ms Avis was a finalist in a second category, Best Residential Broker.
Speaking after her win, Ms Avis said 20 years of experience and an innate understanding of her clients’ needs, financial situations and aspirations was at the core of her success.
Ms Avis, who recently won the national MFAA Residential Finance Broker Award, said she went above and beyond in ensuring her advice delivered the best interest rates and took into account the many variables that go into securing the best financial package for her clients.
She added that 2023 shaped as another busy year, as she helped clients navigate the financial landscape as they confronted a forced shift from low interest fixed rate loans to higher variable rates, or the so-called mortgage cliff.
“A lot of clients are in this situation and we send them reminders that the new loan arrangement is coming and diligently work with them to plan accordingly.”
“It’s another hectic year ahead and we really look forward to helping clients, and that extends to their whole family, to get the best possible deal on their mortgage by benefiting from our experience, knowledge, contacts and commitment,” Ms Avis said.
Established in 1991, Specialist Mortgage provides all types of lending options to Australian property investors.
On the night, 97 finalists who were in the running for 19 awards, including brokers and brokerages, business development managers (BDM), and loan administrators as well as thought leaders and mentors.
The awards, run in partnership by The Advisor and NAB, are in their tenth year.
Winner announcements were featured in The Adviser.