Finalists revealed for ifa Excellence Awards 2016

Some of Australia’s best non-aligned financial advice practitioners and businesses have been recognised as finalists in the prestigious 2016 ifa Excellence Awards.

Sterling Publishing head of wealth Russell Stephenson, in conjunction with principal partner Colonial First State, has today announced 86 finalists shortlisted across 14 categories.

“We have had a fantastic response to this year’s awards. I’d like to say congratulations to these leading advisers and practices. The finalists will now go through a comprehensive judging process conducted by industry and business experts,” Mr Stephenson said.

“Now in its third year, the ifa Excellence Awards sets a benchmark for quality in the independent and non-aligned space.”


The winners will be announced at a five-star business dinner on 12 August at Sofitel Sydney Wentworth. For more information or to book your ticket, visit http://www.ifa.com.au/ifaawards




 

Individual Awards

Best Client Servicing - Individual

Adele

Martin

Experience Wealth

Cara

Brett

Bounce Financial

Grant

Dougan

VISIS Private Wealth

Katerina

Sousalis

Modoras Financial Performance Solutions

Sebastian

Mazza

Wealth Depot Pty Ltd

Troy

Theobald

Robina Financial Solutions

Warren

Hanna

JBS Financial Strategists

 

 

 

Industry Thought Leader of the Year

Aaron

Zelman

MediBroker

Grahame

Evans

GPS Wealth Ltd

James

O'Reilly

Verse Wealth P/L

Don

Trapnell

Synchron

Philippa

Sheehan

MyPlanner Australia Pty Ltd

Rod

Bristow

Infocus Wealth Management

Santi

Burridge

Implemented Portfolios Pty Ltd

Sue

Viskovic

Elixir Consulting

 

 

 

Innovator of the Year - Individual

Anthony

Stedman

LifeTime Financial Group

Brett

Evans

Atlas Wealth Management

Peter

Sarai

Modoras Financial Performance Solutions

Lea

Schodel

MHP Private Wealth

Patricia

Garcia

WB Financial

Phil

Thompson

Thompson Financial Services

Philippa

Sheehan

MyPlanner Australia Pty Ltd

Simon

Curtain

Hewison Private Wealth

 

 

 

Investment Adviser of the Year

Bridget

Lamphee

Addept Financial Strategists

Cameron

Howlett

Moran Howlett Financial Planning

Chris

Willaton

Akambo Private Wealth

Glenn

Fairbairn

Hewison Private Wealth

Nathan

Lear

Hewison Private Wealth

 

 

 

Multi-service Practitioner of the Year

John

O'Brien

VISIS Private Wealth

Bridget

Lamphee

Addept Financial Strategists

Tony

Sarai

Modoras Financial Performance Solutions

Gordon

Black

Advisersure Financial Consultants

Ross

Ledger

Wealth Professionals

Michael

Phillips

MD Phillips & Associates Pty Ltd

 

 

 

Newcomer of the Year

 

Corey

Wastle

Verse Wealth

Phil

Thompson

Thompson Financial Services

Ray

Jaramis

Treysta Financial Life Management

 

 

 

Practice Principal of the Year

Anthony

Stedman

LifeTime Financial Group

Simon

Davis

VISIS Private Wealth

Jeff

Thurecht

Evalesco Financial Services

Matthew

Ross

Roskow Independent Advisory

Sebastian

Mazza

Wealth Depot Pty Ltd

 

 

 

Risk Adviser of the Year

Aaron

Zelman

MediBroker

Brad

Figures

TP Insurance Services

Jawad

Ahmad

Morgan Stanley

Katherine

Hayes

Tiffen & Co Insurance Services

Sebastian

Mazza

Wealth Depot Pty Ltd

Timothy

van Doore

Stream Financial

 

 

 

SMSF Adviser of the Year

Bridget

Lamphee

Addept Financial Strategists

Cameron

Howlett

Moran Howlett Financial Planning

Chris

Morcom

Hewison Private Wealth

Michael

Phillips

MD Phillips & Associates Pty Ltd

Sebastian

Mazza

Wealth Depot Pty Ltd

Shane

Nicholas

Innate Financial Services Group

Simon

Curtain

Hewison Private Wealth

Warren

Hanna

JBS Financial Strategists

Company Awards

Best Client Service - Company

Principal Edge Financial Services

VISIS Private Wealth

Modoras Financial Performance Solutions

JBS Financial Strategists

Life Financial Planner

Infocus Wealth Management

Momentum Planning

Henderson Maxwell

 

Best New Licensee

Escala Partners

Shartru Wealth

Flinders Wealth

Australian Advice Network

 

Boutique Group of the Year

YOLO Financial Services

Hewison Private Wealth

Principal Edge Financial Services

VISIS Private Wealth

Main Street Financial Solutions

Stanford Brown

Moran Howlett Financial Planning

Stream Financial

 

Dealer Group of the Year

GPS Wealth Ltd

Infocus Wealth Management

Dover Financial Advisers

MyPlanner Australia Pty Ltd

 

Innovator of the Year

YOLO Financial Services

Atlas Wealth Management

Main Street Financial Solutions

Infocus Wealth Management

Map My Plan

SelfWealth

Experience Wealth

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