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We are closely monitoring the statements and guidelines from local, state and federal health agencies on coronavirus (COVID-19). We will update event details as we know more.

In the interim, nominate yourself or a colleague today.

2017 WINNERS AND FINALISTS

INDIVIDUAL AWARDS

 

Client Service of the Year (Individual)

Ravi Agarwal, MEDIQ Financial Services
Grant Dougan, VISIS Private Wealth
Gail Gadd, Gail Gadd Financial Planning, a member of Lifespan

Katherine Hayes, Tiffen & Co Insurance Services

James Kenny, Dolfinwise
Jane Larkin, DKM Group
Yves Schoof, Affluence Private Wealth
Ashley Woods, Woods & Partners Pty Ltd

Dealer Group Executive of the Year

Grahame Evans, GPS Wealth
Michael Gershkov, InterPrac Financial Planning
David Harris, Advice Evolution

Philippa Sheehan, MyPlanner Professional

Joel Taylor, Fortnum Financial Advisers

Goals-Based Adviser of the Year

James Kenny, Dolfinwise
Jason McFadden, JPM Financial Planning & Direction Advice Group
Lynda McKie, Elston Private Wealth
Mas Pourgholami, YOLO Financial Services

Michelle Tate-Lovery, Unified Financial Services Pty Ltd

James Walker-Powell, More4Life Financial Services

Holistic Adviser of the Year

Andrew Black, YOLO Financial Services
Luke Broxton, Akambo Private Wealth
James Kenny, Dolfinwise
Bridget Lamphee, Lamphee Financial Advisors Pty Ltd
Shane Nicholas, Innate Financial Services Group

Michael Phillips, Phillips Family Office

Phillip Richards, Endorphin Wealth Management
Phil Thompson, Thompson Financial Services
James Walker-Powell, More4Life Financial Services

Industry Thought Leader of the Year

Christopher Blaxland-Walker, ClearView Wealth Limited
Daniel Brammall, Independent Financial Advisers Australia
Steve Crawford, Experience Wealth
Peita Diamantidis, Caboodle Financial Services

Will Hamilton, Hamilton Wealth Management

Matt Heine, netwealth
Fraser Jack, Advice RegTech
Wayne Leggett, Paramount Financial Solutions
Philippa Sheehan, MyPlanner Professional
Phil Thompson, Thompson Financial Services

Innovator of the Year (Individual)

Simon Curtain, Hewison Private Wealth
James Sutherland, myonlineadvisers

Phil Thompson, Thompson Financial Services

Hugh Touchai, Wealth Road Financial Planning

Investment Adviser of the Year

Mirko Cugura, Innate Financial Services Group

Brett Evans, Atlas Wealth Management

Glenn Fairbairn, Hewison Private Wealth
Bridget Lamphee, Lamphee Financial Advisors Pty Ltd
Jane Larkin, DKM Group
Jason McFadden, JPM Financial Planning
Bernard O'Connor, Akambo Private Wealth
Troy Theobald, Robina Financial Solutions

Practice Principal of the Year

Patrick Anwandter, Strategy First Financial Planning Pty Ltd

Jonathan Elliot, Collins SBA

Andrew Hewison, Hewison Private Wealth
Anthony Kapetanovic, Akambo Private Wealth
Anthony Stedman, Lifetime Financial Group
Timothy van Doore, Stream Financial

Risk Adviser of the Year

Caesar Abdalla, FW Partners
Eddie Bell, Perks Wealth Management

Katherine Hayes, Tiffen & Co Insurance Services

Adrian Loadsman, MEDIQ Financial Services
Serena West, Capital Partners Private Wealth Advisers
Darko Zigic, Robina Financial Solutions

SMSF Adviser of the Year

Cameron Howlett, Moran Howlett Financial Planning

Shane Nicholas, Innate Financial Services Group

ifa Excellence Award

Katherine Hayes, Tiffen & Co Insurance Services

 

GROUP AWARDS

 

Client Service of the Year (Company)

Akambo Private Wealth
Atlas Wealth Management
Hamilton Wealth Management
Hewison Private Wealth
Innate Financial Services Group
MEDIQ Financial Services
RSM Financial Services

VISIS Private Wealth

Yarra Wealth

New Licensee of the Year

Experience Wealth

Collins SBA

Boutique Advice Firm of the Year

Capital Partners Private Wealth Advisers
Hewison Private Wealth
Intralink Wealth Management
Koda Capital

Momentum Planning

Principal Edge Financial Services
Stanford Brown
Strategy First Financial Planning Pty Ltd
VISIS Private Wealth

Dealer Group of the Year

Advice Evolution
Dover Financial Advisers
Fortnum Financial Advisers
GPS Wealth

InterPrac Financial Planning

MyPlanner Professional
Shartru Wealth Management

Holistic Advice Firm of the Year

Collins SBA
Endorphin Wealth Management
Innate Financial Services Group
MEDIQ Financial Services
Phillips Family Office
Shartru Wealth Management

VISIS Private Wealth

YOLO Financial Services

Innovator of the Year (Company)

Advice Evolution
Collins SBA

Map My Plan

myonlineadvisers
SelfWealth
Shartru Wealth Management
WealthO2