The winners of the 4th annual ifa Excellence Awards have been announced in a ceremony in Sydney tonight.
The awards recognised the achievements of outstanding professionals and businesses in the independent and non-aligned financial advice sector, across 17 separate categories.
“The winners of the ifa Excellence Awards reflect the very best financial advice available to Australian consumers and we are honoured to recognise their achievements this evening,” said ifa managing editor Aleks Vickovich. “Thank you to our sponsors, judges, finalists, winners and attendees, all of whom are helping to create a more cohesive and positive IFA movement."
The winners of the 2017 ifa Excellence Awards are:
Innovator of the Year (Individual): Phil Thompson, Thompson Financial Services
Risk Adviser of the Year: Katherine Hayes, Tiffen & Co Insurance Services
SMSF Adviser of the Year: Shane Nicholas, Innate Financial Services Group
Dealer Group Executive of the Year: Philippa Sheehan, MyPlanner Professional
New Licensee of the Year: Experience Wealth
Client Service of the Year (Individual): Katherine Hayes, Tiffen & Co Insurance Services
Holistic Adviser of the Year: Michael Phillips, Phillips Family Office
Practice Principal of the Year: Jonathan Elliot, Collins SBA
Investment Adviser of the Year: Brett Evans, Atlas Wealth Management
Innovator of the Year (Company): Map My Plan
Client Service of the Year (Company): VISIS Private Wealth
Holistic Advice Firm of the Year: VISIS Private Wealth
Boutique Advice Firm of the Year: Momentum Planning
Goals-Based Adviser of the Year: Michelle Tate-Lovery, Unified Financial Services Pty Ltd
Dealer Group of the Year: InterPrac Financial Planning
Industry Thought Leader of the Year: Will Hamilton, Hamilton Wealth Management
ifa Excellence Award: Katherine Hayes, Tiffen & Co Insurance Services