2019 Winners and Finalists

Client Servicing Individual of the Year

Grant Dougan - VISIS Private Wealth
Caleb Dozzi - dozzi
Brian Francis - Yarra Wealth
Sebastian Mazza - Wealth Depot

Jason McFadden - Pinnacle Advice

Ben Nash - Pivot Wealth
Robert Rich - Endorphin Wealth Management
James Ridley - Atlas Wealth Management
Yves Schoof - Affluence Private Wealth
Catherine Smith - Wholistic Financial Solutions

Compliance Consultant of the Year

Sean Graham - Assured Support

Stephan Kasanczuk - WolfThink Consulting

Nikolas Kloufetos - Advice Compliance Support
Cheyenne Walker - Australian Independent Compliance Solutions

Dealer Group Executive of the Year

Joe Akiki - Akambo Financial Group

Eugene Ardino - Lifespan Financial Planning

Mark Stephen - Lonsdale Financial Group
Andrew Wilkie – Morgans

Goals-Based Adviser of the Year

Simon Briggs - Keep Wealth Partners
Cameron Howlett - Independent Wealth Partners
Glenn Malkiewicz - Endorphin Wealth Management
James McFall - Yield Financial Planning
Thabojan Rasiah - Rasiah Private Wealth Management

Hugh Robertson - Centaur Financial Services

Yves Schoof - Affluence Private Wealth
Catherine Smith - Wholistic Financial Solutions
Corey Wastle - Verse Wealth
Darren Withers – Elston

Holistic Adviser of the Year

Chris Haggart - Moran Partners Financial Planning
Peter Horsfield - SMART advice
David Lane - Pitcher Partners Wealth Management
Brad Scott - EWM Group
Catherine Smith - Wholistic Financial Solutions
Chris Smith - VISIS Private Wealth
Anne-Marie Tassoni - Cameron Harrison Private

Brendon Vade - Stewart Partners

Elliot Watson - Elliot Watson Financial Planning
Darko Zigic - Robina Financial Solutions

Industry Thought Leader of the Year

Eugene Ardino - Lifespan Financial Planning
Sean Graham - Assured Support
Will Hamilton - Hamilton Wealth Management

Fraser Jack - The Goals Based Advice Podcast

Rachel Lane - Aged Care Gurus
Ben Nash - Pivot Wealth
Helia Singh - Assurance Finance & Business Solutions
Catherine Smith - Wholistic Financial Solutions
Ben Travers - Perpetual Private
James Weir - Steward Wealth

Innovator of the Year - Individual

Simon Curtain - Hewison Private Wealth
Glen Hare - Fox & Hare

Prashant Nagarajan - Finnacle

Ben Nash - Pivot Wealth
James Ridley - Atlas Wealth Management
Catherine Smith - Wholistic Financial Solutions
Daniel Sobraty – Advicewealth

Investment Adviser of the Year

Joshua Derrington - Keystone Private Wealth
Gail Gadd - Gail Gadd - Financial Planner
David Graham - Story Wealth Management
Alex Jamieson - AJ Financial Planning
David Lane - Pitcher Partners Wealth Management
Jason McFadden - Pinnacle Advice
Phillip Richards - Endorphin Wealth Management
James Ridley - Atlas Wealth Management
Chris Smith - VISIS Private Wealth

Troy Theobald - Robina Financial Solutions

Marketing Consultant of the Year

Michael Back - Human to Human

Creina Lister - Hewison Private Wealth
Jenny Pearse - Jenesis
Kristin Westlake - The Continuum Partners

Newcomer of the Year

Jessica Brady - Fox & Hare

Alison Dellow - Hewison Private Wealth
Pierce Hanlen - Hewison Private Wealth
Glen Hare - Fox & Hare
Travis Schindler - Hewison Private Wealth
Samuel Schmarr - Schmarr Financial Group

Practice Management Consultant of the Year

Danielle Cornelissen - 5 ELK

Michael Gershkov - Lifespan Financial Planning

Practice Principal of the Year

Paul Benson - Guidance Financial Services
Simon Davis - VISIS Private Wealth
Brett Evans - Atlas Wealth Management

Andrew Hewison - Hewison Private Wealth

Jason McFadden - Pinnacle Advice
Phillip Richards- Endorphin Wealth Management

Risk Adviser of the Year

Edward Bell - Perks Wealth Management
Paul Davies - Jarickson Life Insurance Advisers
Marcus English - Hewison Private Wealth
Adrian Loadsman - FinScope
Aaron Zelman - TRUSTMOST

Darko Zigic - Robina Financial Solutions

SMSF Adviser of the Year

Simon Curtain - Hewison Private Wealth
Petra King - Xperion - Proud to be boring accountants
Sebastian Mazza - Wealth Depot
Chris Morcom - Hewison Private Wealth
Lisa Papachristoforos - Hughes O'Dea Corredig

Catherine Smith - Wholistic Financial Solutions

Chris Smith - VISIS Private Wealth

ifa Excellence Award – Individual

Jason McFadden, Pinnacle Advice