Across 15 individual and 14 group categories, this year’s finalists represent the highest-performing advisers, executives, fund managers and technology providers from across the country, demonstrating exceptional achievement in client service, leadership, innovation and business performance.
The finalists will now progress to the final stage of judging, with winners to be announced at the Australian Wealth Management Awards black-tie gala on 13 August 2026 at the Shangri-La Sydney.
Get your tickets here.
The 2026 Australian Wealth Management finalists:
Individual categories:
Adviser of the Year – Aged Care
Joel Carty, Solace Financial
Jason Gordon, Ironbark Advice
Cat Graham, Bridges Financial Services
Sonal Gupta, LifeScope Wealth Advisory Pty Ltd
Sarah Leslie, Ageing With Grace Advisory
Daniel McCarthy, Sky Advisers
Scott Quinlan, Solace Financial
Jasmine Theophile, Private Wealth Partners
Kara Treeby, Ageing with Grace Advisory
Adviser of the Year – Estate Planning
Joel Carty, Solace Financial
Stephen Henshall, UniSuper Management Pty Ltd
Alex Hont, Moran Partners Financial Planning
William Johns, Health & Finance Integrated Pty Ltd
Sok Lay, LDB Group
Sharon Maher, Suntax Financial Planning
Sangram Rana, Build MyWealth
Sheshan Wickramage, Wick Financial
Thomas Wilkinson, Future Gen Solutions
Chris Youssef, Wealth Investors
Adviser of the Year – High Net Worth
Chris Brycki, Stockspot
Calan Choke, Calan Wealth Management
Sean Dunne, Dominium Capital
Stefano Duro, Pure Private Wealth
Samuel Fenning, Esencia Wealth
Stephen Grabowski, Grabowoski Financial Planning
Mitchell Kelsey, Runway Wealth Management
James Marshall, Stratus Financial Group
James Tran, Partners Wealth Group
Terrence Vogiatzis, Omura Wealth Advisers
Adviser of the Year – Risk
Bradley Broad, SA Wealth Group
Shreya Chindarkar, Link Wealth Advice
Trish Gregory, Hayes & Co Insurance
Laura Kelly, Priority Life ( part of Perpetual)
Michael Khouri, Better Financial Planning Australia
Ron Lambert, Ironbark Advice
Nikola Radoicic, SA Wealth Group
Steven Roberts, Oakmont Financial Group
James Stephen, Aintree Group Wealth
Sumeet Wadhwa, 3Point Insurance
Adviser of the Year – SMSF
Michael Driessen, GDA Financial Services Pty Ltd
Brayden Duckworth, Link Wealth Advice
Lili Hong, Dorset Wealth Management
John Hutchinson, Horizon Wealth Advisory
Josh Lee, Link Wealth Advice
Alex McMillan, Seedli
Jose Pais, Legacy Planning Pty Ltd
Venetia Ridge, Seedli
Andrew Saikal-Skea, Saikal-Skea Independent Financial Advice
William Shorte, Sonas Wealth
Adviser of the Year – Superannuation
Jason Atkins, K Point Wealth
Paul Conte, Health & Finance Integrated Pty Ltd
Fei Kong, Link Wealth Advice
Judy Lu, UniSuper
Kieran Menzie, Financial Foundations Australia
Kristopher Meuwissen, Wealtheon
Zorica Popovska, Liberata Wealth
Hugh Robertson, Centaur Financial Services
Evguenia Rutkowski, Park Lane Advice Group
Anthony Ward, K Point Wealth
Adviser of the Year – Personal Advice
Nicola Beswick, White Rabbit Advisory
William Cant, Ally Wealth Management
Troy Gudgeon, Wealth Designers Advisory Pty Ltd
Luke Mase, Inovayt
Robert O’Reilly, Apex Financial Services Group
George Pereira, Futurum Financial Planning
Ashley Pickett, Everest Wealth
Warren Strybosch, Find Wealth Pty Ltd t/as Find Retirement
Mason Thorn, Thriving Wealth
Mark Wenzel, Suntax Financial Planning
Executive of the Year – Dealer Group
Eugene Ardino, Lifespan Financial Planning
Benjamin Collins, Cobalt Advisers
Paul Katranis, SA Wealth Group
Conaill Keniry, Beryllium Advisers
Andrew Kennedy, Count
Darren Steinhardt, Infocus
Peter Thompson, Advocate Advisory
Executive of the Year – Digital Advice
Andrea Boss, AMP
Paul Feeney, Otivo
Chris Youssef, Wealth Investors
Executive of the Year – Funds Manager
Samara Chesterman, Tyalla Capital
Alex Donald, Ironbark Investment Solutions
Gavin Ezekowitz, BFA Global Investors
Peter Hartley, Capspace
Ben Williams, GSFM
Executive of the Year – Insurance
Andrew Debono, Peak Wealth Management Pty Ltd
Paul Katranis, SA Wealth Group
Steven Roberts, Oakmont Financial Group
Kristian Zuza, Peak Wealth Management Pty Ltd
Executive of the Year – SMSF
Isabel Duck, Grabowoski Financial Planning
William Shorte, Sonas Wealth
Executive of the Year – Superannuation
Melinda Howes, AMP
Paul Katranis, SA Wealth Group
Andrew Ko, Aware Super
Executive of the Year – Financial Advice
Alexander Kitchin, K Point Wealth
James Millard, Sufficient Funds
Luke Morris, What if Advice and Accounting
Ben Nash, Pivot Wealth
Mark O’Flynn, Oxlade Financial
Steven Robers, Oakmont Financial Group
Angus Taylor, Sheffield Financial
Sean Ward, Viola Private Wealth
Elliot Watson, Watson Wealth
Kristian Zuza, Peak Wealth Management Pty Ltd
Group categories:
Best Fund Manager – Crypto
Global X ETFs
JellyC
AMP
Best Fund Manager – Equities
Global X ETFs
Orbis Investments
AMP
Ellerston Capital
Best Fund Manager – Fixed Income
Global X ETFs
Pengana Capital Group
Skyring Asset Management
UBS Asset Management
AMP
Cameron Harrison
Best Fund Manager – Private Credit
Tyalla Capital
Pengana Credit
Qualitas
Skyring Asset Management
Metrics Credit Partners
Zagga
MaxCap
Woodbridge Capital
Best Fund Manager – Private Equity
Pengana Capital Group
BFA Global Investors
Best Fund Manager – Property
Pengana Capital Group
Metrics Credit Partners
MaxCap
Innovator of the Year – Dealer Group
Trend investor services
Everest Wealth
Vinarc Pty Ltd
SA Wealth Group
Beryllium Advisers
Cobalt Advisers
Innovator of the Year – Digital Advice
QuietGrowth Pty Ltd
Stockspot
DASH
Pivot Wealth
AMP
Advisly AI
Panorama Wealth
Otivo
Innovator of the Year – Funds Management
Tyalla Capital
Pengana Capital Group
Gyrostat Capital Management
AMP
Woodbridge Capital
Innovator of the Year – Insurance
iExtend
NEOS
Innovator of the Year – SMSF
Mortgage Ezy
SuperConcepts
Stockspot
Wealth Investors
SMSF Alliance
Innovator of the Year – Superannuation
Pure Private Wealth
Stockspot
AMP
Innovator of the Year – Wealth Tech
Sharesight
SuperMate
Pengana Credit
Briefcase
Iress
DASH
GBST
Advisly AI
Infocus
Innovator of the Year – Financial Advice
GDA Financial Services Pty Ltd
Pure Private Wealth
Find Pty Ltd t/as Find Wellbeing
Viola Private Wealth
Pivot Wealth
Wick Financial
Suntax Financial Planning
Finchat
Panorama Wealth
DASH
“The calibre of this year’s finalists reflects the resilience, professionalism and innovation that continues to strengthen Australia’s wealth management sector. We congratulate every finalist on this outstanding achievement and look forward to celebrating their success at the awards ceremony in August.” said Laura Dew, editor of Money Management, Investor Daily and Super Review.
Get your tickets here.
