2016 WINNERS AND FINALISTS

Winners
Finalists

ifa Excellence Award

Adele Martin
Experience Wealth

Industry Thought Leader

Philippa Sheehan
MyPlanner

Practice Principal of the Year

Anthony Stedman
Lifetime Financial Group

Risk Adviser of the Year

Aaron Zelman
MediBroker

SMSF Adviser of the Year

Chris Morcom
Hewison Private Wealth

Newcomer of the Year

Raymond Jaramis
Treysta Financial Life Management

Investment Adviser of the Year

Chris Willaton
Akambo Private Wealth

Multi-service Practitioner of the Year

John O’Brien
VISIS Private Wealth

Editor’s Choice Award

Philippa Sheehan
MyPlanner

Innovator of the Year – Individual

Brett Evans
Atlas Wealth Management

Innovator of the Year – Company

YOLO Financial Services

Best Client Servicing – Individual

Adele Martin
Experience Wealth

Best Client Servicing – Company

Momentum Planning

Dealer Group of the Year

GPS Wealth

Best New Licensee

Australian Advice Network

Boutique Advice Firm of the Year

Stanford Brown Group

INDIVIDUAL

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
Ray 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

COMPANY

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