2021 WINNERS AND FINALISTS

INDIVIDUAL AWARDS

Client Outcome of the Year

Corey Wastle, Verse Wealth

Client Servicing individual of the Year

Kristopher Meuwissen, Wealtheon

Compliance Consultant of the Year

William Candiloro, Fortum Private Wealth

Dealer Group Executive of the Year

Eugene Ardino, Lifespan Financial Planning

Goals-Based Adviser of the Year

Shannon Smit, SMART Business Solutions Financial Planning

Holistic Adviser of the Year

James Marshall, Stratus Financial Group

Industry Thought Leader of the Year

Glen Hare, Fox & Hare

Innovator of the Year - Individual

Ben Nash, Pivot Wealth

Investment Adviser of the Year

Marshall Brentnall, Evalesco Financial Services

Marketing Consultant of Year

Vivienne Bethune, SMART Business Solutions Financial Planning

Newcomer of the Year

Kristian Zuza, Peak Wealth Management

Paraplanner of the Year

Kim Mooney, Hunter Wealth Management

Practice Principal of the Year

Martin McGrath, Financial Edge Group

Regional Adviser of the Year

Ian Byrne, Evolution Financial

Risk Adviser of the Year

Dan Blatch, IMFG

SMSF Adviser of the Year

Liam Shorte, Verante

Transformation of the Year

Daniel Jackson, Modern You Financial Planners

Young Adviser of the Year (30 years or under)

Pierce Hanlen, Hewison Private Wealth

Wellness Program/ Inititaitve of the Year

Viridian Advisory

ifa Excellence Award – Individual

Corey Wastle, Verse Wealth

 

GROUP AWARDS

Client Servicing Company of the Year

Peak Wealth Management

Dealer Group of the Year

Lifespan Financial Planning

Holisitic Advice Firm of the Year

Stratus Financial Group

Innovator of the Year - Company

XY Adviser

Marketing Program of the Year

Fox & Hare

Self-Licensed Firm of the Year

Stanford Brown

Training and Education provider of the Year

Deakin University

Transformation of the year - Company

Hamilton Wealth Partners

ifa Excellence Award – Company

Deakin University

INDIVIDUAL AWARDS

Client Outcome of the Year

Christopher Boag, Royston Capital
Glen Hare, Fox & Hare
Zacary Leeson, HPH Solutions
Glenn Malkiewicz, Verse Wealth
James Marshall, Stratus Financial Group
Prashant Nagarajan, Finnacle
Brenton Tong, Financial Spectrum
Corey Wastle, Verse Wealth
Jenna Wheeler, Centaur Financial Services
Sheshan Wickramage, Wick Financial

Client Servicing Individual of the Year

Christopher Boag, Royston Capital
Grant Dougan, VISIS Private Wealth
Stefano Duro, Pure Private Wealth
Brian Francis, Yarra Wealth
Alex Hont, Moran Partners Financial Planning
Adrian Loadsman, Finscope
Kristopher Meuwissen, Wealtheon
David Romanovski, The Hopkins Group
Warren Strybosch, Find Wealth
Jenna Wheeler, Centaur Financial Services

Compliance Consultant of the Year

William Candiloro, Fortnum Private Wealth
Nikolas Kloufetos, Advice Compliance Support
Cheyenne Walker, Australian Independent Compliance Solutions

Dealer Group Executive of the Year

Eugene Ardino, Lifespan Financial Planning
Bernie Fernandes, Synchronised Business Services
Paul Kelly, Highfield Group
Conaill Keniry, Cobalt Advisers
Darren Steinhardt, Infocus

Goals-Based Adviser of the Year

Deepak Bansal, FinChoice
Glen Hare, Fox & Hare
Glenn Malkiewicz, Verse Wealth
Ryan Porter, Catalyst Wealth Group
Hugh Robertson, Centaur Financial Services
Shannon Smit, SMART Business Solutions Financial Planning
Gianna Thomson, Fitzpatricks Private Wealth
Paul Turner, Wealthwise
Corey Wastle, Verse Wealth
Darko Zigic, RFS Advice

Holistic Adviser of the Year

Peter Campbell, Merideon Wealth Strategies
Russell Mann, Collins Mann
James Marshall, Stratus Financial Group
Nicholas McKenna, Luka Financial
John O'Brien, VISIS Private Wealth
Hugh Robertson, Centaur Financial Services
Warren Strybosch, Find Wealth
Brenton Tong, Financial Spectrum
Stevie-Jade Turner, Tribeca Financial
Christian Vukman, JVA Financial Services

Industry Thought Leader of The Year

David Andrew, Capital Partners Private Wealth Advisers
Eugene Ardino, Lifespan Financial Planning
Bryan Ashenden, BT
Michael Back, Human to Human
Emily Blanch, XY Adviser
Danielle Cornelissen, Oh My Pod
Glen Hare, Fox & Hare
Ben Nash, Pivot Wealth
Darren Steinhardt, Infocus
James Weir, Steward Wealth

Innovator of the Year - Individual

Simon Curtain, Hewison Private Wealth
Stefano Duro, Pure Private Wealth
Michael Khouri, Better Financial Planning Australia
Kristopher Meuwissen, Wealtheon
Ben Nash, Pivot Wealth
Ben Neilson, Neilson & Co Wealth
Warren Strybosch, Find Wealth
Daniel Thompson, Finnacle
Phillip Thompson, Skye Wealth
John Versace, Apt Wealth Partners

Investment Adviser of the Year

Christopher Boag, Royston Capital
Marshall Brentnall, Evalesco Financial Services
Glenn Fairbairn, Hewison Private Wealth
Pierce Hanlen, Hewison Private Wealth
Alex Hont, Moran Partners Financial Planning
Nathan Lear, Hewison Private Wealth
Kristopher Meuwissen, Wealtheon
Hugh Robertson, Centaur Financial Services
Chris Smith, VISIS Private Wealth
Charlie Viola, Pitcher Partners Sydney Wealth Management

Marketing Consultant of the Year

Vivienne Bethune, SMART Business Solutions Financial Planning
Tanesha Brayne, Capital Partners Private Wealth Advisers
Danielle Cornelissen, Oh My Pod
Estelle Fletcher, Rerise Digital
Creina Lister, Hewison Private Wealth

Newcomer of The Year

Bianca Ford, CMA Advice
Bronson Hills, Kelly Wealth Services
Kristian Zuza, Peak Wealth Management

Paraplanner of the Year

Lia Barnard, Specky Paraplanners
Leilani Brown, Paraplanner Pro
Bianca Carroll, SMART Business Solutions Financial Planning
Mitchell Elks, Stratus Financial Group
Tom Haliday, HPH Solutions
Brigitta Hembrow-Gersey, Elston
Jessica Holmstrom, Elevate Wealth Solutions
Kim Mooney, Hunter Wealth Management
Aaron Walshe, The Hopkins Group
Kristy-Anne Whittington, Fresh Paraplanning

SMSF Adviser of the Year

Simon Curtain, Hewison Private Wealth
Patrick Malcolm, GFM Wealth Advisory
Martin McGrath, Financial Edge Group
Christopher Morcom, Hewison Private Wealth
Lisa Papachristoforos, Hughes O'Dea Corredig
Anthony Picone, Steward Wealth
Liam Shorte, Verante
Chris Smith, VISIS Private Wealth

Practice Principal of the Year

Ian Byrne, Evolution Financial
Joshua Dalton, Dalton Financial Partners
Patricia Howard, Patricia Howard Financial Planning
Adrian Loadsman, Finscope
Martin McGrath, Financial Edge Group
Ben Nash, Pivot Wealth
Hugh Robertson, Centaur Financial Services
Chris Smith, VISIS Private Wealth
Troy Theobald, RFS Advice

Regional Adviser of the Year

James Baird, JustInvest Financial Planning
Ian Byrne, Evolution Financial
Peter Campbell, Merideon Wealth Strategies
Stefano Duro, Pure Private Wealth
Peter Horsfield, SMARTadvice
Martin McGrath, Financial Edge Group
Kristopher Meuwissen, Wealtheon
Ben Neilson, Neilson & Co Wealth
Samuel Schmarr, Schmarr Financial Group

Risk Adviser of the Year

Dan Blatch, IMFG
Paul Davies, Jarickson Life Insurance Brokers
Andrew Debono, Peak Wealth Management
Marcus English, Hewison Private Wealth
Adrian Loadsman, Finscope
Lauren Styles, The Smart Fox
Phillip Thompson, Skye Wealth

Transformation of the Year - Individual

Brian Francis, Yarra Wealth
Patricia Howard, Patricia Howard Financial Planning
Daniel Jackson, Modern You Financial Planners
Michael Khouri, Better Financial Planning Australia
Martin McGrath, Financial Edge Group
Daniel Thompson, Finnacle

Young Adviser of the Year (Under 30)

Paul Dawson, PSK Financial Services
Alison Dellow, Hewison Private Wealth
Kelsey Dent, Alman Partners
Samuel Fenning, Advise Wise
Pierce Hanlen, Hewison Private Wealth
Tyson Jonas, Jonas Wealth Management
Ryan Loehr, Emanuel Whybourne
Nicholas McKenna, Luka Financial
Travis Schindler, Hewison Private Wealth
Samuel Schmarr, Schmarr Financial Group
Kristian Zuza, Peak Wealth Management

 

GROUP AWARDS

Client Servicing Company of the Year

Aspire Planning
Centaur Financial Services
Finnacle
Goodman Private Wealth
Hewison Private Wealth
Insight Private Wealth
Peak Wealth Management
Royston Capital
Verse Wealth
Yarra Wealth

Dealer Group of the Year

Climb Wealth
Cobalt Advisers
Count Financial
Futuro Financial Services and Insight Investment Services
Infocus
Lifespan Financial Planning
Morgans Financial Limited
Vinarc Advice Community

Holistic Advice Firm of the Year

Advise Wise
Collins Mann
Dalton Financial Partners
Financial Spectrum
Finnacle
Luka Financial
Sedley Koschel Financial Group
Stratus Financial Group
The Hopkins Group
VISIS Private Wealth

Innovator of the Year - Company

Asendium
Count Financial
HALO Technologies
HPH Solutions
myprosperity
Nucleus Wealth
ProductRex
Vinarc Advice Community
Wealtheon
XY Adviser

Marketing Program of the Year

Aged Care Steps
Fox & Hare
Morgans Financial
Pivot Wealth
Tribeca Financial
Wealtheon

Self-Licensed Firm of the Year

Advise Wise
Alman Partners
Apt Wealth Partners
Capital Partners Private Wealth Advisers
Centaur Financial Services
Chrysalis Lifestyle Planning
Hewison Private Wealth
Secured Wealth Advice
Stanford Brown
Verse Wealth

Training and Education Provider of the Year

Aged Care Steps
Deakin University
TAFE NSW

Transformation of the Year - Company

Financial Edge Group
Finnacle
Freedom Wealth Services
Futurity Investment Group
Hamilton Wealth Partners
Perron Financial Group
Virtual Business Partners
Yarra Wealth

Wellness Program/Initiative of the Year

Apt Wealth Partners
Financial Advice Matters
Pivot Wealth
Viridian Advisory

SEE YOU ON THE NIGHT!

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