CATEGORIES

INDIVIDUAL AWARDS

CLIENT SERVICING INDIVIDUAL OF THE YEAR

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This award recognises the nation’s most effective individual when it comes to delivering a winning customer experience, taking into account the business benefits associated with effective customer service/satisfaction, such as the uplift in new, repeat and referred business and accompanying increased revenue.

COMPLIANCE CONSULTANT OF THE YEAR

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This award recognises a leading compliance, risk, legal or licensing consultant who supports the IFA sector via service to advisers and firms, and can effectively demonstrate that their role and advice has transformed and helped improved best practice and professionalism in the IFA market.

DEALER GROUP EXECUTIVE OF THE YEAR

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This award recognises the individual chief executive, executive or senior manager of an independent or independently-minded dealer group who has built the most successful business over the past calendar year.

GOALS-BASED ADVISER OF THE YEAR

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This award recognises a provider of financial advice that is centred on client goals or objectives and can demonstrate a focus on client behavioural and wellbeing outcomes beyond investment management performance and financial returns.

HOLISTIC ADVISER OF THE YEAR

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This award recognises an individual that offers clients a multitude of advice services and professional disciplines, such as investment and risk advice, SMSF, tax and accounting, legal and estate planning, and mortgage and credit advice.

IFA EXCELLENCE AWARD - INDIVIDUAL

There are no nominations for this award.

Chosen from the winners of the individual award categories, the ifa Excellence Award recognises the year’s top performer who was considered a stand-out by the judges.

INDUSTRY THOUGHT LEADER OF THE YEAR

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This professional or executive is able to clearly articulate the desired direction of the industry and draw upon best practice from other relevant industries and markets to champion the growth and development of the sector.

INNOVATOR OF THE YEAR – INDIVIDUAL

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This award highlights the individual who has best developed and capitalised on innovation – whether it’s related to advice delivery, client engagement, portfolio construction, service, business development, technology, staff/client management, or any other relevant area.

INVESTMENT ADVISER OF THE YEAR

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This award recognises Australia’s top investment advice specialist, considering not only the delivery of best practice advice across investment management and portfolio construction, but also the aptitude and acumen to build a successful, client-driven advice business.

MARKETING CONSULTANT OF THE YEAR

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This award recognises a leading marketing, PR or communications consultant who supports the IFA sector via the provision of services to advisers and firms, and can effectively demonstrate that their role and advice has transformed and helped improve reputation, best practice and professionalism in the IFA market.

NEWCOMER OF THE YEAR

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The advice industry has long attracted graduates – or other professionals seeking a career change – with big upsides for those who are successful. While the rewards are significant, starting up can be a challenge, and only the driven truly succeed.

PRACTICE MANAGEMENT CONSULTANT OF THE YEAR

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This award recognises a leading third-party consultant or coach who supports the IFA sector via the provision of business, growth and management coaching services to advisers and firms, and can effectively demonstrate that their role and advice has transformed and helped improved business performance, best practice and professionalism in the IFA market.

PRACTICE PRINCIPAL OF THE YEAR

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This award recognises the individual owner or managing director of a boutique, self-licensed financial planning firm who has built the most successful business over the past calendar year.

RISK ADVISER OF THE YEAR

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This award recognises Australia’s top risk or life insurance advice specialist, considering not only the delivery of best practice advice, but also their aptitude and acumen in building a solid advice business.

SMSF ADVISER OF THE YEAR

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This award recognises Australia’s top SMSF advice specialist, considering not only the delivery of best practice advice but also their aptitude and acumen in offering trusted, tailored and specialist advice that underpins business growth.

COMPANY AWARDS

BOUTIQUE ADVICE FIRM OF THE YEAR

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This award recognises the boutique or self-licensed financial advice firm that has most effectively driven business growth during 2018, utilising a range of business development principles and tactics.

CLIENT SERVICING COMPANY OF THE YEAR

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This award recognises the nation’s most effective advice firm when it comes to delivering a winning customer experience, taking into account the business benefits associated with effective customer service/satisfaction, such as the uplift in new, repeat and referred business and accompanying increase in revenue.

DEALER GROUP OF THE YEAR

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This award recognises the dealer group that has most effectively driven business growth during 2018, utilising a range of business development principles and tactics.

HOLISTIC ADVICE FIRM OF THE YEAR

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This award recognises the company that can offer clients a multitude of advice services to look after their overall financial wellbeing, such as investment/risk advice, SMSF, tax and accounting, legal and estate planning, mortgage, and credit advice.

IFA EXCELLENCE AWARD - COMPANY

There are no nominations for this award.

Chosen from the winners of the company award categories, the ifa Excellence Award recognises the year’s top performer that was considered a stand-out by the judges.

INNOVATOR OF THE YEAR - COMPANY

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This award highlights the business that has best developed or capitalised on innovation – whether it’s related to advice delivery, client engagement, portfolio construction, service, business development, technology, social media, staff/client management or any other relevant area.

NEW LICENSEE OF THE YEAR

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This award recognises the financial planning AFSL that has created the most effective business from start-up phase.

WELLNESS PROGRAM/INITIATIVE OF THE YEAR

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This award recognises a financial advice firm in Australia that has actively advocated for health and wellness initiatives, events and/or activities among its peers and the community at large.