Below is a list of Bentley's significant professional achievements with over 30 years contribution to the financial services sector:
2018 - Bentley reached a milestone for reaching 30 years with Charter Financial Planning.
2018 - Axios Financial Solutions selected as a finalist for the 2018 Charter State Practice of the Year Award for VIC-TAS.
2017 - Axios Financial Solutions selected as a finalist for the 2017 Charter State Practice of the Year Award for VIC-TAS.
2017 - Bentley Klein ranked 18th out of the Top 50 Financial Advisers in Australia list compiled for The Deal by US publication Barron’s.
2017 – Bentley Klein Nomination - Financial Standards Power50 - The Most Influential Financial Advisers in Australia. This list is made up of the 50 most influential financial advisers in the country according to the readers of Financial Standard and FS Advice - The Australian Journal of Financial Planning.
2012 – Invited to Leaders Forum.
2011 – Winner of the Victorian "Value of Advice" Adviser of the year.
2010 – Bentley Klein, elected as Victorian Adviser of the Year for the second time from Charter Financial Planning
2007 – Asset Innovation Awards - Special Mention for Client Management
2005 to Current – Certified Quality Advice Practice
2005 – Finalist for the News Limited publication - Asset Magazine Innovator Awards
2004 – Invited to Leaders Forum.
2003 – Bentley elected as Victorian Adviser of the Year from Charter/AXA Financial Planning
Below is a list of Bentley's significant professional achievements with over 30 years contribution to the financial services sector:
2018 - Bentley reached a milestone for reaching 30 years with Charter Financial Planning.
2018 - Axios Financial Solutions selected as a finalist for the 2018 Charter State Practice of the Year Award for VIC-TAS.
2017 - Axios Financial Solutions selected as a finalist for the 2017 Charter State Practice of the Year Award for VIC-TAS.
2017 - Bentley Klein ranked 18th out of the Top 50 Financial Advisers in Australia list compiled for The Deal by US publication Barron’s.
2017 – Bentley Klein Nomination - Financial Standards Power50 - The Most Influential Financial Advisers in Australia. This list is made up of the 50 most influential financial advisers in the country according to the readers of Financial Standard and FS Advice - The Australian Journal of Financial Planning.
2012 – Invited to Leaders Forum.
2011 – Winner of the Victorian "Value of Advice" Adviser of the year.
2010 – Bentley Klein, elected as Victorian Adviser of the Year for the second time from Charter Financial Planning
2007 – Asset Innovation Awards - Special Mention for Client Management
2005 to Current – Certified Quality Advice Practice
2005 – Finalist for the News Limited publication - Asset Magazine Innovator Awards
2004 – Invited to Leaders Forum.
2003 – Bentley elected as Victorian Adviser of the Year from Charter/AXA Financial Planning
