ifa Excellence awards 2015

Celebrating independent advice

An industry first, the ifa Excellence Awards is the only awards program dedicated exclusively to boutique and non-aligned financial advisers. The awards recognise the very best operators in categories that count.

ifa has developed a robust methodology that leverages its distribution capabilities and strong industry networks, including an expert panel of category judges: http://www.ifaawards.com.au/2015-judges/

ifa EXCELLENCE AWARD
WINNER
Chris Smith, VISIS Private Wealth
Chosen from the winners of the individual award categories, the ifa Excellence Award recognises the year’s top performer, considered a stand-out by the judges

Chris Smith, VISIS Private Wealth with
Matthew Harrison, Colonial First State

 

Congratulations to all the winners of the 2015 ifa Excellence Awards:

Innovator of the Year – Individual 
Philippa Sheehan
MyPlanner Australia

Innovator of the Year – Company 
Infocus Wealth Management

Investment Adviser of the Year 
Cameron Howlett
Moran Howlett Financial Planning

SMSF Adviser of the Year 
Chris Morcom
Hewison Private Wealth

Multi-service Practitioner of the Year 
Ravi Agarwal
MEDIQ Financial Services

Best New Licensee 
Astute Financial Services

Boutique Firm of the Year 
VISIS Private Wealth

Editor’s Choice Award 
Charles Badenach
Main Street Financial Solutions

Practice Principal of the Year 
Ravi Agarwal
MEDIQ Financial Services

Best Client-servicing – Individual 
Chris Smith
VISIS Private Wealth

Best Client-servicing – Company 
Modoras Financial Performance Solutions

Dealer Group of the Year 
GPS Wealth Ltd

Industry Thought Leader 
Santi Burridge
Implemented Portfolios

Risk Adviser of the Year
Aaron Zelman,
MediBroker

ifa Excellence Awards 
Chris Smith
VISIS Private Wealth

The finalists for the 2015 ifa Excellence Awards were:

Company Categories

Best Client Servicing – Company
Akambo Private Wealth
VISIS Private Wealth
Modoras Financial Performance Solutions
Life Financial Planners 
Jensen Financial Planning
MEDIQ Financial Services 

Best New Licensee
Advice Evolution
Mortgage Choice
Roskow Independent Advisory
Astute Financial Services

Boutique Firm of the Year
Principal Edge Financial Services
VISIS Private Wealth
Maddern Financial Advisers
Hewison Private Wealth
Libertas Wealth Consulting
HPH Solutions Financial Planners
Horvat Financial Advisors

Dealer Group of the Year
Lifespan Financial Planning
GPS Wealth Ltd
Infocus Wealth Management 
MyPlanner Australia
Omniwealth

Innovator of the Year – Company
Akambo Private Wealth
Wealth Enhancers
Advice Evolution
GPS Wealth Ltd
Infocus Wealth Management
LifeSherpa

Individual Categories

Best Client Servicing – Individual
Ben Nash – Successful Ways
Cara Brett – Bounce Financial
Chris Smith – VISIS Private Wealth
Glenn Fairbairn – Hewison Private Wealth
Grant Dougan – VISIS Private Wealth
Ravi Agarwal – MEDIQ Financial Services

Industry Thought Leader
Charles Badenach – Main Street Financial Solutions
David Lane – Pitcher Partners Wealth Management
Don Trapnell – Synchron
Philippa Sheehan – MyPlanner Australia
Randall Stout – HPH Solutions Financial Planners
Santi Burridge – Implemented Portfolios

Innovator of the Year – Individual
Chris Smith – VISIS Private Wealth
Philippa Sheehan – MyPlanner Australia

Investment Adviser of the Year
Andrew Zbik – Omniwealth
Cameron Howlett – Moran Howlett Financial Planning 
Chris Willaton – Akambo Private Wealth
David Lane – Pitcher Partners Wealth Management
James Walker-Powell – More4Life Financial Services
Nathan Lear – Hewison Private Wealth

Multi-service Practitioner of the Year
Candice Wootton – Chess Wealth Partners
Chris Smith – VISIS Private Wealth
Jason Atkins – Roskow Independent Advisory
Nowaki Tokita – McQueen Group
Paul Dunn – Meridian Wealth Management
Ravi Agarwal – MEDIQ Financial Services

Practice Principal of the Year
Anthony Kapetanovic – Akambo Private Wealth
Chris Smith – VISIS Private Wealth
Michael Rees-Evans – Libertas Wealth Consulting
Neil Salkow – Roskow Independent Advisory
Paul Dunn – Meridian Wealth Management
Ravi Agarwal – MEDIQ Financial Services

Risk Adviser of the Year
Adrian Loadsman – MEDIQ Financial
Aaron Zelman – MediBroker

SMSF Adviser of the Year
Cameron Howlett – Moran Howlett Financial Planning
Chris Morcom – Hewison Private Wealth
Chris Smith – VISIS Private Wealth
Dr Dennis J. Maddern – Maddern Financial Advisers
Simon Curtain – Hewison Private Wealth