Now in its fourth year, the ifa Excellence Awards are the benchmark for success for members of the independent and non-institutional financial advice community, as well as their supporters and trusted service providers.
In addition to the existing awards, a number of new categories have been introduced in 2017, including Goals-Based Adviser of the Year, Holistic Adviser of the Year and Dealer Group Executive of the Year.
The winners will be announced at The Star, Sydney on 7 September.
2017 Finalists
COMPANY
Best Client Servicing of the Year – Company
Akambo Private Wealth
Atlas Wealth Management
Hamilton Wealth Management
Hewison Private Wealth
Innate Financial Services Group
MEDIQ Financial Services
RSM Financial Services
VISIS Private Wealth
Yarra Wealth
Best New Licensee of the Year
Experience Wealth
Collins SBA
Boutique Advice Firm of the Year
Capital Partners Private Wealth Advisers
Hewison Private Wealth
Intralink Wealth Management
Koda Capital
Momentum Planning
Principal Edge Financial Services
Stanford Brown
Strategy First Financial Planning Pty Ltd
VISIS Private Wealth
Dealer Group of the Year
Advice Evolution
Dover Financial Advisers
Fortnum Financial Advisers
GPS Wealth
InterPrac Financial Planning
MyPlanner Professional
Shartru Wealth Management
Holistic Advice Firm of the Year
Collins SBA
Endorphin Wealth Management
Innate Financial Services Group
MEDIQ Financial Services
Phillips Family Office
Shartru Wealth Management
VISIS Private Wealth
YOLO Financial Services
Innovator of the Year – Company
Advice Evolution
Collins SBA
Map My Plan
myonlineadvisers
SelfWealth
Shartru Wealth Management
WealthO2
INDIVIDUAL
Best Client Servicing of the Year – Individual
Ravi Agarwal, MEDIQ Financial Services
Grant Dougan, VISIS Private Wealth
Gail Gadd, Gail Gadd Financial Planning, a member of Lifespan
Katherine Hayes, Tiffen & Co Insurance Services
James Kenny, Dolfinwise
Jane Larkin, DKM Group
Yves Schoof, Affluence Private Wealth
Ashley Woods, Woods & Partners Pty Ltd
Dealer Group Executive of the Year
Grahame Evans, GPS Wealth
Michael Gershkov, InterPrac Financial Planning
David Harris, Advice Evolution
Philippa Sheehan, MyPlanner Professional
Joel Taylor, Fortnum Financial Advisers
Goals-Based Adviser of the Year
James Kenny, Dolfinwise
Jason McFadden, JPM Financial Planning & Direction Advice Group
Lynda McKie, Elston Private Wealth
Mas Pourgholami, YOLO Financial Services
Michelle Tate-Lovery, Unified Financial Services Pty Ltd
James Walker-Powell, More4Life Financial Services
Holistic Adviser of the Year
Andrew Black, YOLO Financial Services
Luke Broxton, Akambo Private Wealth
James Kenny, Dolfinwise
Bridget Lamphee, Lamphee Financial Advisors Pty Ltd
Shane Nicholas, Innate Financial Services Group
Michael Phillips, Phillips Family Office
Phillip Richards, Endorphin Wealth Management
Phil Thompson, Thompson Financial Services
James Walker-Powell, More4Life Financial Services
Industry Thought Leader of the Year
Christopher Blaxland-Walker, ClearView Wealth Limited
Daniel Brammall, Independent Financial Advisers Australia
Steve Crawford, Experience Wealth
Peita Diamantidis, Caboodle Financial Services
Will Hamilton, Hamilton Wealth Management
Matt Heine, netwealth
Fraser Jack, Advice RegTech
Wayne Leggett, Paramount Financial Solutions
Philippa Sheehan, MyPlanner Professional
Phil Thompson, Thompson Financial Services
Innovator of the Year – Individual
Simon Curtain, Hewison Private Wealth
James Sutherland, myonlineadvisers
Phil Thompson, Thompson Financial Services
Hugh Touchai, Wealth Road Financial Planning
Investment Adviser of the Year
Mirko Cugura, Innate Financial Services Group
Brett Evans, Atlas Wealth Management
Glenn Fairbairn, Hewison Private Wealth
Bridget Lamphee, Lamphee Financial Advisors Pty Ltd
Jane Larkin, DKM Group
Jason McFadden, JPM Financial Planning
Bernard O’Connor, Akambo Private Wealth
Troy Theobald, Robina Financial Solutions
Practice Principal of the Year
Patrick Anwandter, Strategy First Financial Planning Pty Ltd
Jonathan Elliot, Collins SBA
Andrew Hewison, Hewison Private Wealth
Anthony Kapetanovic, Akambo Private Wealth
Anthony Stedman, Lifetime Financial Group
Timothy van Doore, Stream Financial
Risk Adviser of the Year
Caesar Abdalla, FW Partners
Eddie Bell, Perks Wealth Management
Katherine Hayes, Tiffen & Co Insurance Services
Adrian Loadsman, MEDIQ Financial
Serena West, Capital Partners Private Wealth Advisers
Darko Zigic, Robina Financial Solutions
SMSF Adviser of the Year
Cameron Howlett, Moran Howlett Financial Planning
Bridget Lamphee, Lamphee Financial Advisors Pty Ltd
Chris Morcom, Hewison Private Wealth
Shane Nicholas, Innate Financial Services Group
Michael Phillips, Phillips Family Office
Congratulations to all the finalists on this very prestigious award. Well done. Good to hear some good news.