2019 WINNERS AND FINALIST 2018 WINNERS AND FINALIST 2017 WINNERS AND FINALIST 2016 WINNERS AND FINALIST


2018 WINNERS AND FINALISTS

2018 Winners
2018 Finalists

INDIVIDUAL AWARDS

Best Client Servicing – Individual

Ben Nash, Pivot Wealth

Compliance Consultant of the Year

Nikolas Kloufetos, Advice Compliance Support

Dealer Group Executive of the Year

Paul Forbes, Australian Advice Network

Goals-Based Adviser of the Year

Brett Ulrick, Elston

Holistic Adviser of the Year

Michael Phillips, Phillips Family Office

ifa Excellence Award - Individual

Zuraida Ariffin, Zuraida Ariffin Wealth Creation

Industry Thought Leader of the Year

Steve Crawford, Experience Wealth

Innovator of the Year - Individual

Zuraida Ariffin, Zuraida Ariffin Wealth Creation

Investment Adviser of the Year

Chris Smith, VISIS Private Wealth

Marketing Consultant of the Year

Jenny Pearse, Jenesis

Newcomer of the Year

Robert Rich, Endorphin Wealth Management

Practice Management Consultant of the Year

Sue Viskovic, Elixir Consulting

Practice Principal of the Year

Joe Akiki, Akambo Financial Group

Risk Adviser of the Year

Katherine Hayes, Tiffen & Co Insurance Services

SMSF Adviser of the Year

Chris Smith,VISIS Private Wealth

COMPANY AWARDS

Best Client Servicing - Company

Hamilton Wealth Management

Best New Licensee

dozzi Financial Advice

Boutique Advice Firm of the Year

Capital Partners Private Wealth Advisers

Dealer Group of the Year

InterPrac Financial Planning

Holistic Advice Firm of the Year

VISIS Private Wealth

ifa Excellence Award - Company

Hamilton Wealth Management

Innovator of the Year - Company

Hard Line Wealth

INDIVIDUAL

Best Client Servicing – Individual

Ben Nash, Pivot Wealth
Cara Brett, Bounce Financial
Chris Smith, VISIS Private Wealth
Grant Dougan, VISIS Private Wealth
Ian Gillies, Hamilton Wealth Management
James Ridley, Atlas Wealth Management
Katerina Sousalis, Modoras Financial Performance Solutions
Katherine Hayes, Tiffen & Co Insurance Services
Robert Zammit, RSM Financial Services Australia
Yves Schoof, Affluence Private Wealth

Compliance Consultant of the Year

Brett Walker, SMART Compliance
Nikolas Kloufetos, Advice Compliance Support
Sean Graham, Assured Support
Wayne Hughes, Affinia Financial Advisers

Dealer Group Executive of the Year

Anthony Kapetanovic, Akambo Financial Group
Eugene Ardino, Lifespan Financial Planning
James Sutherland, myonlineadvisers
Michael Gershkov, InterPrac Financial Planning
Paul Forbes, Australian Advice Network

Goals-Based Adviser of the Year

Brett Ulrick, Elston
Cara Brett, Bounce Financial
Chris Smith, VISIS Private Wealth
Corey Wastle, Verse Wealth
Dominique Bergel-Grant, Leapfrog LIFE
Jason McFadden, Pinnacle Advice
Lynda McKie, Elston
Michael Hayward, Capital Partners Private Wealth Advisers
Robert Rich, Endorphin Wealth Management
Yves Schoof, Affluence Private Wealth

Holistic Adviser of the Year

Chris Smith, VISIS Private Wealth
Cody Harmon, Hard Line Wealth
Grant Dougan, VISIS Private Wealth
John Liston, Liston Newton Advisory
Luke Broxton, Akambo Private Wealth
Michael Phillips, Phillips Family Office
Nicole Heales, Nicole Heales Financial
Phillip Richards, Endorphin Wealth Management
Shane Nicholas, Innate Financial Services Group
Tony Sarai, Modoras Financial Performance Solutions

Industry Thought Leader of the Year

Ben Travers, Pitcher Partners Wealth Management
Julian Plummer, Kamino (and Midwinter)
Nicole Heales, Nicole Heales Financial
Sean Graham, Assured Support
Steve Crawford, Experience Wealth
Stewart Bell, Audere Coaching & Consulting
Will Hamilton, Hamilton Wealth Management

Innovator of the Year - Individual

James Sutherland, myonlineadvisers
Joe Akiki, Akambo Financial Group
Lynda McKie, Elston
Simon Curtain, Hewison Private Wealth
Warren Strybosch, Find Wealth
Zuraida Ariffin, Zuraida Ariffin Wealth Creation

Investment Adviser of the Year

Andrew Masson, Infinity Financial Advisors
Ashley Woods, Woods & Partners
Chris Smith, VISIS Private Wealth
Gail Gadd, Lifespan Financial Planning
Glenn Fairbairn, Hewison Private Wealth
James Ridley, Atlas Wealth Management
Mirko Cugura, Innate Financial Services Group
Nathan Lear, Hewison Private Wealth
Nick Andrews, RSM Financial Services Australia
Phillip Richards, Endorphin Wealth Management

Marketing Consultant of the Year

Jenny Pearse, Jenesis
Michael Back, Human to Human
Tim Vize, My Wealth Solutions

Newcomer of the Year

Ellie Fordham, dozzi Financial Advice
Pierce Hanlen, Hewison Private Wealth
Robert Rich, Endorphin Wealth Management
Travis Schindler, Hewison Private Wealth

Practice Management Consultant of the Year

Michael Gershkov, InterPrac Financial Planning
Stewart Bell, Audere Coaching & Consulting
Sue Viskovic, Elixir Consulting

Practice Principal of the Year

Andrew Hewison, Hewison Private Wealth
Caleb Dozzi, dozzi Financial Advice
David McArthur, RSM Financial Services Australia
Joe Akiki, Akambo Financial Group
Patrick Anwandter, Strategy First Financial Planning
Phillip Richards, Endorphin Wealth Management

Risk Adviser of the Year

Aaron Zelman, MediBroker
Adrian Loadsman, MEDIQ
Anthony Riding, RSM Financial Services Australia
Darko Zigic, Robina Financial Solutions
Edward Bell, Perks Wealth Management
Katherine Hayes, Tiffen & Co Insurance Services
Sarah Hackney, Full Circle Wealth Management
Warren Strybosch, Find Wealth

SMSF Adviser of the Year

Chris Craggs, Argurion Finance Group
Chris Morcom, Hewison Private Wealth
Chris Smith, VISIS Private Wealth
Ian Fox, Modoras Financial Performance Solutions
Patrick Anwandter, Strategy First Financial Planning
Shane Nicholas, Innate Financial Services Group
Simon Curtain, Hewison Private Wealth
Troy Armstrong, Escala Partners
Vincent Ting, Financial Choice

COMPANY

Best Client Servicing - Company

Atlas Wealth Management
Elston
Endorphin Wealth Management
Hamilton Wealth Management
Maddern Financial Advisers
Pinnacle Advice
RSM Financial Services Australia
VISIS Private Wealth
Woods & Partners

Best New Licensee

dozzi Financial Advice
Keep Wealth Partners

Boutique Advice Firm of the Year

Capital Partners Private Wealth Advisers
dozzi Financial Advice
Hewison Private Wealth
Infinity Financial Advisors
Intralink Wealth Management
Keep Wealth Partners
Pinnacle Advice
Principal Edge Financial Services
RSM Financial Services Australia
Strategy First Financial Planning

Dealer Group of the Year

Akambo Financial Group
InterPrac Financial Planning
Lifespan Financial Planning
Shartru Wealth Management

Holistic Advice Firm of the Year

Endorphin Wealth Management
M. D. Phillips & Associates
Maddern Financial Advisers
Modoras Financial Performance Solutions
VISIS Private Wealth

Innovator of the Year - Company

Atlas Wealth Management
Experience Wealth
Hard Line Wealth
Liston Newton Advisory
Map My Plan
Nucleus Wealth
Smart Home Deposit
Wealth Road Financial Planning
WealthO2