2019 FINALISTS


INDIVIDUAL AWARDS

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

COMPANY AWARDS

Boutique Advice Firm of the Year

Apt Wealth Partners
Centaur Financial Services
Endorphin Wealth Management
Hewison Private Wealth
Intralink Wealth Management
Keep Wealth Partners
Keystone Private Wealth
Robina Financial Solutions
Stanford Brown
VISIS Private Wealth

Client Servicing Company of the Year
dozzi
Elston
Goodman Private Wealth
Hamilton Wealth Management
Pinnacle Advice
Endorphin Wealth Management
Pivot Wealth
VISIS Private Wealth
Wealth Depot
Yield Financial Planning

Dealer Group of the Year
Akambo Financial Group
GPS Wealth
Lifespan Financial Planning
Morgans
Shartru Wealth Management

Holistic Advice Firm of the Year
Endorphin Wealth Management
Financial Spectrum
Keystone Private Wealth
Phillips Family Office
Pitcher Partners Wealth Management
Simmons Livingstone
SMART advice
Stratus Financial Group
VISIS Private Wealth
Wholistic Financial Solutions

Innovator of the Year - Company
Elston
FinClear
Hewison Private Wealth
Map My Plan
Nucleus Wealth
Peters McKeown/Divorce Financial Planner
Praemium
Smart Home Deposit
Wholistic Financial Solutions
YTML Group

Wellness Program/Initiative of the Year
Akambo Financial Group
Fox & Hare
Hewison Private Wealth
Pivot Wealth
Stanford Brown
Stratus Financial Group