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2016 WINNERS AND FINALISTS

INDIVIDUAL AWARDS

 

Best Client Servicing - Individual

Adele Martin - Experience Wealth

Cara Brett - Bounce Financial
Grant Dougan - VISIS Private Wealth
Katerina Sousalis - Modoras Financial Performance Solutions
Sebastian Mazza - Wealth Depot Pty Ltd
Troy Theobald - Robina Financial Solutions
Warren Hanna - JBS Financial Strategists

Industry Thought Leader of the Year

Aaron Zelman - MediBroker
Grahame Evans - GPS Wealth Ltd
James O'Reilly - Verse Wealth P/L
Don Trapnell - Synchron

Philippa Sheehan - MyPlanner Australia Pty Ltd

Rod Bristow - Infocus Wealth Management
Santi Burridge - Implemented Portfolios Pty Ltd
Sue Viskovic - Elixir Consulting

Innovator of the Year - Individual

Anthony Stedman - LifeTime Financial Group

Brett Evans - Atlas Wealth Management

Peter Sarai - Modoras Financial Performance Solutions
Lea Schodel - MHP Private Wealth
Patricia Garcia - WB Financial
Phil Thompson - Thompson Financial Services
Philippa Sheehan - MyPlanner Australia Pty Ltd
Simon Curtain - Hewison Private Wealth

Investment Adviser of the Year

Bridget Lamphee - Addept Financial Strategists
Cameron Howlett - Moran Howlett Financial Planning

Chris Willaton - Akambo Private Wealth

Glenn Fairbairn - Hewison Private Wealth
Nathan Lear - Hewison Private Wealth

Multi-service Practitioner of the Year

John O'Brien - VISIS Private Wealth

Bridget Lamphee - Addept Financial Strategists
Tony Sarai - Modoras Financial Performance Solutions
Gordon Black - Advisersure Financial Consultants
Ross Ledger - Wealth Professionals
Michael Phillips - MD Phillips & Associates Pty Ltd

Newcomer of the Year

Corey Wastle - Verse Wealth
Phil Thompson - Thompson Financial Services

Raymond Jaramis - Treysta Financial Life Management

Practice Principal of the Year

Anthony Stedman - LifeTime Financial Group

Simon Davis - VISIS Private Wealth
Jeff Thurecht - Evalesco Financial Services
Matthew Ross - Roskow Independent Advisory
Sebastian Mazza - Wealth Depot Pty Ltd

Risk Adviser of the Year

Aaron Zelman - MediBroker

Brad Figures - TP Insurance Services
Jawad Ahmad - Morgan Stanley
Katherine Hayes - Tiffen & Co Insurance Services
Sebastian Mazza - Wealth Depot Pty Ltd
Timothy van Doore - Stream Financial

SMSF Adviser of the Year

Bridget Lamphee - Addept Financial Strategists
Cameron Howlett - Moran Howlett Financial Planning

Chris Morcom - Hewison Private Wealth

Michael Phillips - MD Phillips & Associates Pty Ltd
Sebastian Mazza - Wealth Depot Pty Ltd
Shane Nicholas - Innate Financial Services Group
Simon Curtain - Hewison Private Wealth
Warren Hanna - JBS Financial Strategists

 

GROUP AWARDS

 

Best Client Servicing - Company

Principal Edge Financial Services
VISIS Private Wealth
Modoras Financial Performance Solutions
JBS Financial Strategists
Life Financial Planner
Infocus Wealth Management

Momentum Planning

Henderson Maxwell

Best New Licensee

Escala Partners
Shartru Wealth
Flinders Wealth

Australian Advice Network

Boutique Group of the Year

YOLO Financial Services
Hewison Private Wealth
Principal Edge Financial Services
VISIS Private Wealth
Main Street Financial Solutions

Stanford Brown

Moran Howlett Financial Planning
Stream Financial

Dealer Group of the Year

GPS Wealth Ltd

Infocus Wealth Management
Dover Financial Advisers
MyPlanner Australia Pty Ltd

Innovator of the Year

YOLO Financial Services

Atlas Wealth Management
Main Street Financial Solutions
Infocus Wealth Management
Map My Plan
SelfWealth
Experience Wealth