Sterling Publishing head of wealth Russell Stephenson, in conjunction with principal partner Colonial First State, has today announced 86 finalists shortlisted across 14 categories.
“We have had a fantastic response to this year’s awards. I’d like to say congratulations to these leading advisers and practices. The finalists will now go through a comprehensive judging process conducted by industry and business experts,” Mr Stephenson said.
“Now in its third year, the ifa Excellence Awards sets a benchmark for quality in the independent and non-aligned space.”
The winners will be announced at a five-star business dinner on 12 August at Sofitel Sydney Wentworth. For more information or to book your ticket, visit http://www.ifa.com.au/ifaawards
Individual Awards
|
Best Client Servicing – Individual |
||
|
Adele |
Martin |
Experience Wealth |
|
Cara |
Brett |
Bounce Financial |
|
Grant |
Dougan |
VISIS Private Wealth |
|
Katerina |
Sousalis |
Modoras Financial Performance Solutions |
|
Sebastian |
Mazza |
Wealth Depot Pty Ltd |
|
Troy |
Theobald |
Robina Financial Solutions |
|
Warren |
Hanna |
JBS Financial Strategists |
|
|
|
|
|
Industry Thought Leader of the Year |
||
|
Aaron |
Zelman |
MediBroker |
|
Grahame |
Evans |
GPS Wealth Ltd |
|
James |
O’Reilly |
Verse Wealth P/L |
|
Don |
Trapnell |
Synchron |
|
Philippa |
Sheehan |
MyPlanner Australia Pty Ltd |
|
Rod |
Bristow |
Infocus Wealth Management |
|
Santi |
Burridge |
Implemented Portfolios Pty Ltd |
|
Sue |
Viskovic |
Elixir Consulting |
|
|
|
|
|
Innovator of the Year – Individual |
||
|
Anthony |
Stedman |
LifeTime Financial Group |
|
Brett |
Evans |
Atlas Wealth Management |
|
Peter |
Sarai |
Modoras Financial Performance Solutions |
|
Lea |
Schodel |
MHP Private Wealth |
|
Patricia |
Garcia |
WB Financial |
|
Phil |
Thompson |
Thompson Financial Services |
|
Philippa |
Sheehan |
MyPlanner Australia Pty Ltd |
|
Simon |
Curtain |
Hewison Private Wealth |
|
|
|
|
|
Investment Adviser of the Year |
||
|
Bridget |
Lamphee |
Addept Financial Strategists |
|
Cameron |
Howlett |
Moran Howlett Financial Planning |
|
Chris |
Willaton |
Akambo Private Wealth |
|
Glenn |
Fairbairn |
Hewison Private Wealth |
|
Nathan |
Lear |
Hewison Private Wealth |
|
|
|
|
|
Multi-service Practitioner of the Year |
||
|
John |
O’Brien |
VISIS Private Wealth |
|
Bridget |
Lamphee |
Addept Financial Strategists |
|
Tony |
Sarai |
Modoras Financial Performance Solutions |
|
Gordon |
Black |
Advisersure Financial Consultants |
|
Ross |
Ledger |
Wealth Professionals |
|
Michael |
Phillips |
MD Phillips & Associates Pty Ltd |
|
|
|
|
|
Newcomer of the Year |
|
|
|
Corey |
Wastle |
Verse Wealth |
|
Phil |
Thompson |
Thompson Financial Services |
|
Ray |
Jaramis |
Treysta Financial Life Management |
|
|
|
|
|
Practice Principal of the Year |
||
|
Anthony |
Stedman |
LifeTime Financial Group |
|
Simon |
Davis |
VISIS Private Wealth |
|
Jeff |
Thurecht |
Evalesco Financial Services |
|
Matthew |
Ross |
Roskow Independent Advisory |
|
Sebastian |
Mazza |
Wealth Depot Pty Ltd |
|
|
|
|
|
Risk Adviser of the Year |
||
|
Aaron |
Zelman |
MediBroker |
|
Brad |
Figures |
TP Insurance Services |
|
Jawad |
Ahmad |
Morgan Stanley |
|
Katherine |
Hayes |
Tiffen & Co Insurance Services |
|
Sebastian |
Mazza |
Wealth Depot Pty Ltd |
|
Timothy |
van Doore |
Stream Financial |
|
|
|
|
|
SMSF Adviser of the Year |
||
|
Bridget |
Lamphee |
Addept Financial Strategists |
|
Cameron |
Howlett |
Moran Howlett Financial Planning |
|
Chris |
Morcom |
Hewison Private Wealth |
|
Michael |
Phillips |
MD Phillips & Associates Pty Ltd |
|
Sebastian |
Mazza |
Wealth Depot Pty Ltd |
|
Shane |
Nicholas |
Innate Financial Services Group |
|
Simon |
Curtain |
Hewison Private Wealth |
|
Warren |
Hanna |
JBS Financial Strategists |
Company Awards
|
Best Client Service – Company |
|
Principal Edge Financial Services |
|
VISIS Private Wealth |
|
Modoras Financial Performance Solutions |
|
JBS Financial Strategists |
|
Life Financial Planner |
|
Infocus Wealth Management |
|
Momentum Planning |
|
Henderson Maxwell |
|
|
|
Best New Licensee |
|
Escala Partners |
|
Shartru Wealth |
|
Flinders Wealth |
|
Australian Advice Network |
|
|
|
Boutique Group of the Year |
|
YOLO Financial Services |
|
Hewison Private Wealth |
|
Principal Edge Financial Services |
|
VISIS Private Wealth |
|
Main Street Financial Solutions |
|
Stanford Brown |
|
Moran Howlett Financial Planning |
|
Stream Financial |
|
|
|
Dealer Group of the Year |
|
GPS Wealth Ltd |
|
Infocus Wealth Management |
|
Dover Financial Advisers |
|
MyPlanner Australia Pty Ltd |
|
|
|
Innovator of the Year |
|
YOLO Financial Services |
|
Atlas Wealth Management |
|
Main Street Financial Solutions |
|
Infocus Wealth Management |
|
Map My Plan |
|
SelfWealth |
|
Experience Wealth |
