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Categories

Make sure that you are recognised in the categories that that best suit your role, business or service.
You can enter any category relevant to your business (there is no limit) and include as many individuals in your organisation as you like.
Please contact our team here if you have any questions relating to which categories to enter, or if need help lodging your submission.

INDIVIDUAL AWARDS

CLIENT OUTCOME OF THE YEAR

This award recognises the individual adviser who has made the biggest impact on a client’s financial wellbeing. This could involve a client successfully transitioning into retirement, helping a client through a difficult claims process or seeing a client buy their first home as a result of your budgeting strategy and financial planning guidance.

COMPLIANCE CONSULTANT OF THE YEAR

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 have transformed and helped improved best practice and professionalism in the IFA market.

GOALS BASED ADVISER OF THE YEAR

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.

INDUSTRY THOUGHT LEADER OF THE YEAR

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.

INVESTMENT ADVISER OF THE YEAR

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.

NEWCOMER OF THE YEAR

This award recognises Australia’s top adviser (whether risk, investment, SMSF or all), considering not only the delivery of best practice advice but also the aptitude and acumen to build a solid advice business and client proposition. As well as these key skills, the Newcomer of the Year will demonstrate their potential as a future industry leader.

PRACTICE PRINCIPAL OF THE YEAR

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

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.

TRANSFORMATION OF THE YEAR – INDIVIDUAL

The financial advice sector is undergoing a significant transformation. This award recognises the financial adviser who has taken a proactive approach to the new environment and has made the necessary changes to thrive in the profession.

CLIENT SERVICING INDIVIDUAL OF THE YEAR

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.

DEALER GROUP EXECUTIVE OF THE YEAR

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.

HOLISTIC ADVISER OF THE YEAR

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.

INNOVATOR OF THE YEAR - INDIVIDUAL

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.

MARKETING CONSULTANT OF THE YEAR

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

PARAPLANNER OF THE YEAR

This award recognises the paraplanner who has proven to be an invaluable asset to their practice. Support staff are often overlooked and this award is aimed at those who have dedicated their time to ongoing learning, professional development and clearly demonstrate a passion for the financial planning profession.

REGIONAL ADVISER OF THE YEAR

This award recognises Australia’s top regional adviser, considering not only the delivery of best practice advice, but also customer service delivery and their aptitude and acumen in building a solid advice business. This award also recognises those who have had a positive impact on their local community.

SMSF ADVISER OF THE YEAR

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.

YOUNG ADVISER OF THE YEAR (30 YEARS OR UNDER)

A dedicated and talented new generation is key to ensuring the ongoing success of the Australian financial advice. This award recognises the most outstanding young adviser in the industry, who demonstrated an exemplary commitment to success in their advice career in the 2019 calendar year.

 

GROUP AWARDS

CLIENT SERVICING COMPANY OF THE YEAR

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.

DIGITAL ADVICE STRATEGY OF THE YEAR

This award recognises the individual adviser or advice practice that had successfully harnessed the power of digital advice tools such as a robo-advice offering or apps to improve business operations and the client experience.

INNOVATOR OF THE YEAR - COMPANY

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.

SELF-LICENSED FIRM OF THE YEAR

This award recognises the self-licensed financial advice firm that has most effectively driven business growth during 2019 utilising a range of business development principles and tactics.

TRANSFORMATION OF THE YEAR – COMPANY

The financial advice sector is undergoing a significant transformation. This award recognises the financial advice practice, dealer group, or professional association that has taken a proactive approach to the new environment and has made the necessary changes to thrive in the profession.

DEALER GROUP OF THE YEAR

This award recognises the dealer group that has most effectively driven business growth during 2019, utilising a range of business development principles and tactics.

HOLISTIC ADVICE FIRM OF THE YEAR

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.

MARKETING PROGRAM OF THE YEAR

Financial advice firms are increasingly recognising the bottom line benefits of having an effective and strategic marketing program. This award recognises the financial advice firm in Australia that best utilised marketing to win new clients and drive business growth during the 2019 calendar year.

TRAINING AND EDUCATION PROVIDER OF THE YEAR

This award recognises the training and education provider that is committed to providing quality training to financial advice professionals.

WELLNESS PROGRAM/INITIATIVE OF THE YEAR

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