2023 Finalists

Client Outcome of the Year

Abraham Aguilan, Affluens360
Ashley Bishop, What If Advice & Accounting
Joshua Dalton, Dalton Financial Partners
Stefano Duro, Pure Private Wealth
Sok Lay, Fortified Financial Planning
Grant Millar, Inspired Financial Planners

Christine Morgan, Financial Framework

Alexander Rankin, Associated Concepts
David Romanovski, The Hopkins Group
Dawn Thomas, The Wealth Designers

Compliance Consultant of the Year

Geoffrey Byrnes, Byrnes Paraplanning & Compliance Services
Muzzammil Dhedhy, Hejaz Financial Services
Amanda Mark, Mintegrity
Eugene Serravalle, Lifespan Financial Planning

Cheyenne Walker, Australian Independent Compliance Solutions

Dealer Group Executive of the Year

Greg Barter, Allied Wealth
Sam El Shammaa, Finchley & Kent
Conaill Keniry, Beryllium Advisers
Phil Osborne, Dirigere Advisory
Peter Thompson, Hejaz Financial Services

Eugene Serravalle, Lifespan Financial Planning

Darren Steinhardt, Infocus Wealth Management

Holistic Adviser of the Year

Abraham Aguilan, Affluens360
Christopher Cachia, CCA Financial Planners
Michelle Flanagan, The Wealth Designers
Apostolos (Paul) Katranis, SA Wealth Group
James McFall, Yield Financial Planning
Warren Strybosch, Find Wealth
Dawn Thomas, The Wealth Designers
Ashley Tilston, Spectrum Wealth

Elliot Watson, Elliot Watson Financial Planning

Industry Thought Leader of The Year

Eugene Ardino, Lifespan Financial Planning
Bryan Ashenden, BT
John Cachia, AFA Group Wealth
James Millard, Sufficient Funds
Michael Miller, Capital Advisory
Ben Nash, Pivot Wealth
Natasha Panagis, Institute of Financial Professionals Australia
Warren Strybosch, Find Wealth

Dawn Thomas, The Wealth Designers

Phil Thompson, Skye Wealth

Innovator of the Year - Individual

Simon Curtain, Hewison Private Wealth
Stefano Duro, Pure Private Wealth
Kristopher Meuwissen, Wealtheon
James Millard, Sufficient Funds
Ben Nash, Pivot Wealth
Andrew Reynolds, EFS Advice

Darren Steinhardt, Infocus Wealth Management

Amanda Thompson, Endurance Financial
Corey Wastle, Verse Wealth
Sheshan Wickramage, Wick Financial

Investment Adviser of the Year

Amie Baker, Rekab Advice

Tyson Jonas, Jonas Wealth Management
Nathan Lear, Hewison Private Wealth
Sam Mackay, Mackay Private
Mark O'Flynn, Oxlade Financial
Max Reinhardt, MR Wealth
Hugh Robertson, Centaur Financial Services
Sam Stillone, Insight Private Wealth
Ben Travers, Prosperity Wealth Advisers
Mark Wenzel, The Hopkins Group

Marketing Consultant of the Year

Aynsley Campbell, Aynsley Campbell Creative
Lisa Gregory, Lifespan Financial Planning
Creina Lister, Hewison Private Wealth
Devon Sze Lok Nicholl, The Hopkins Group

Blake Sheather, Advise Wise

Ky Wilson, Institute of Financial Professionals Australia

Newcomer of The Year

Anthony Caligari, Australian Financial Advisers Group (AFA Group Wealth)
Zachary Coleman, ZDC Financial
Nicola Hynes, Australian Financial Advisers Group
John Koutsouroupas, AFA Group Wealth
Matthew Last, Emerald Private Wealth
Angelo Patsilivas, SA Wealth Group
Robert Pizzichetta, Mont Wealth Advisors

Toby Shabtay, Pivot Wealth

Terrence Vogiatzis, Omura Wealth Advisers

Paraplanner of the Year

Lisa-Maree Brockett, HOC Private Wealth
Leilani Brown, Paraplanner Pro
Alexandra But, Fulcrum Paraplanning
Jessica Holmstrom, Sufficient Funds
Eva Homsi, Australian Financial Advisers Group
Peta Ivison, Prosperity Wealth Advisers
Olga Malysheva, Capital Partners Private Wealth Advisers
Owen O'Neil, Newcastle Paraplanning
Janice Prawira, Alteris Financial Group

Urvi Shah, Pure Private Wealth

Practice Principal of the Year

Abraham Aguilan, Affluens360
John Cachia, AFA Group Wealth
Liza Janakievski, Giles Wade Private Wealth
Teneale Laister, Alman Partners
Martin McGrath, Financial Edge Group

Ben Nash, Pivot Wealth

Scott Quinlan, Solace Financial
Hugh Robertson, Centaur Financial Services
Bill Savellis, Olive Grove Financial Advice
Phil Thompson, Skye Wealth

Regional Adviser of the Year

James Baird, JustInvest Financial Planning
Ian Byrne, Evolution Financial
Stefano Duro, Pure Private Wealth
Thelma Jaekel, Sound Life Financial Services
Aileen Jones, MTP Financial
Dimitri Kondilis, Soundbridge Financial Services

Christine Lusher, Lush Wealth

Martin McGrath, Financial Edge Group
Kristopher Meuwissen, Wealtheon
James Millard, Sufficient Funds
Daniel Roberts, Findex

Risk Adviser of the Year

Azaria Bell, Skye Wealth
Joshua Davidson, Legacy Risk Advice
Oguzhan (Oscar) Doren, IndexWealth
Marcus English, Hewison Private Wealth
Terry Johnson, Keyman Financial Services
Adrian Loadsman, Finscope
Angelo Patsilivas, SA Wealth Group
Sangram Rana, Build MyWealth

Phil Thompson, Skye Wealth

Kristian Zuza, Peak Wealth Management

SMSF Adviser of the Year

Abraham Aguilan, Affluens360

Natalia Clack, Easy Super

Simon Curtain, Hewison Private Wealth
Ben Greenwell, Elston Private Wealth
Chris Morcom, Hewison Private Wealth
Lisa Papachristoforos, HOC Private Wealth
Sangram Rana, Build MyWealth
Liam Shorte, Sonas Wealth

Transformation of the Year - Individual

John Cachia, AFA Group Wealth

Naomi Fisher, Viridian Advisory
Trish Gregory, Fox & Hare
Michael Khouri, Better Financial Planning Australia
Tim Lea, Pivot Wealth
Ben Neilson, Complete Wealth
Lisa Papachristoforos, HOC Private Wealth
Robert Rich, Unite Wealth
Wayne Terry, Financial Edge Group
Sheshan Wickramage, Wick Financial

Young Adviser of the Year (30 years or under)

Azaria Bell, Skye Wealth

William Cant, Ally Wealth Management
Jessica Deamer, Crest Financial Services
Tegan Del Moro, Insight Wealth Planning
Suganesh Kumanan, YTM Group - YTM Financial Planning
Yanni Mavrikis, Grimsey Wealth
Hung Nguyen, Evalesco Financial Services
Ross Pocock, Solace Financial
Robin Sandover, The Wealth Designers
Aaron Wijesinghe, Pivot Wealth

Best Adviser Network/Social

David Clark, Koda Capital
Magdeline Jacovides, Mazi Wealth
Dimitri Kondilis, soundbridge
Vince Scully, Life Sherpa
Joshua Lee, Link Wealth Group
Pedro Marin Ramirez, Marin Wealth
Billy Norman, LInk Wealth Group

Ben Nash, Pivot Wealth

Dawn Thomas, The Wealth Designers
Tim Whybourne, Emanuel Whybourne & Loehr

ifa Excellence Award - Individual

Dawn Thomas, The Wealth Designers