Methodology and Judging

Stages of submissions and brief on judges. To view all award categories click here.

stage 1

Any individual or group wishing to enter the ifa Excellence Awards 2020 is asked to complete a detailed submission answering key criteria items. Submissions will be open in June.

If you would like to nominate a business partner, colleague, industry participant, business, sub- contractor, university or association for an ifa Excellence Award click here. Nominating is easy and will take less than a minute; nominations across multiple categories can be done on the one form.

stage 2

All submissions must be received through our secure awards platform by the due date.

Our awards platform is safe, secure and compliant. It’s ISO/IEC 27001 certified, compliant with the General Data Protection Regulation (GDPR), PCI DSS, and more.

stage 3

Finalists are announced; individuals and groups will be contacted directly and a list of the finalists will be published on ifa and the ifa Excellence Awards website. Finalists will be announced on Monday, 28 September 2020.

stage 4

Submissions will be delivered to a panel of respected industry professionals and business leaders who will assess each submission. Judges will score each submission across a range of criteria, which can be found under each category description here. A number of judges will individually assess each submission for each category, offering a blended score and assessment.

stage 5

One winner will be announced per award category, with the awards presented at a gala black-tie dinner. Details to be announced.

For additional details on the methodology and your submissions, please contact our team here

 

OUR JUDGES

With a judging panel including senior business leaders, top business coaches, senior lecturers and pioneers in financial advice, the ifa Excellence Awards is peer-reviewed recognition of your capabilities in financial advice and passion for driving the industry forward.

The awards are open to all businesses operating in Australia supporting the finance industry and winning an ifa Excellence Award will be a desirable accolade for both individuals and businesses seeking to forge their role in the finance industry.

For full details on category criteria for all 28 categories, please click here.

Also, don’t miss out on nominating a business partner, colleague, industry participant, mentor, business, university or industry thought leader for an ifa Excellence Award.

Nominating is easy and will take less than a minute using the form found here. Nominations across multiple categories can be done on the one form.

Alisdair Barr

Alisdair Barr

CEO
Striver

Christine Bau

Christine Bau

HR Consultant
People Focused

Drew Browne

Drew Browne

Owner & Director
Sapience Financial & Unusual Risks Insured

Professor Sarath Delpachitra

Professor Sarath Delpachitra

Professor
Jilin University

Michael Drage

Michael Drage

Founder
Reimagined Habitat

Michael Field

Michael Field

Partner
EvettField Partners

Nicole Hatherly

Nicole Hatherly

Founder and Director
Brand True North

David Ho

David Ho

Sales Manager – Trade Execution
ASX

Brian Knight

Brian Knight

CEO
Kaplan Professional

Peter Lynch

Peter Lynch

National Client Relationship Manager
Aon

Melissa Meagher

Melissa Meagher

Money Mindset and Success Coach
Talking Money

Sarah Murray

Sarah Murray

Head of Licensing
Sophie Grace

Kim Payne

Kim Payne

Managing Director
9rok

Jenny Pearse

Jenny Pearse

Business and Marketing Consultant
Jenesis Consulting

Steve Prendeville

Steve Prendeville

Founder & Director
Forte Asset Solutions, Forte Licensing Solutions, Forte Consulting Solutions

Michael Rees-Evans

Michael Rees-Evans

Director
EFS

Tanya Sale

Tanya Sale

Chief Executive Officer
outsource financial

Rachel Staggs

Rachel Staggs

Head of Marketing
JBWere

Vicki Stylianou

Vicki Stylianou

Group Executive
Institute of Public Accountants

Sue Viskovic

Sue Viskovic

Managing Director
Elixir Consulting

Jeff Zulman

Jeff Zulman

Managing Director
Trailblazer Finance

Cathy Dimarchos

Cathy Dimarchos

Chief Executive Officer
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