Partners

The ifa Excellence Awards would like to thank the following partners for their support:

Principal Partner

CFS GEN CMYK

 

Colonial First State has been dedicated to helping Australian’s with their investment needs since 1988. As one of Australia’s leading wealth management organisations, and the largest provider of retirement solutions, we have over A$164 billion funds under management. Our expertise lies in helping financial advisers service their clients more efficiently. We are continually building solutions to help meet more advisers’ and clients’ needs – helping to grow business, retain clients, maximise efficiency, and most importantly, working with you to help more Australians reach their financial goals. 

 

Gold Partner

NW Brandmark 3Col PMS

 

AdviserLogic is the award-winning and rapidly growing leader in the Adviser CRM and Practice Management software sector. Established in 2006, AdviserLogic now has a range of cloud-based and related services purpose-built to assist Financial Advisers to prosper.

In 2015, the company launched the now very successful PayLogic solution – helping Licensees simplify and de-risk their business-critical Revenue Management task – and this year AdviserLogic won the 3 primary awards from the annual Investment Trends research. Importantly, it was the third year in a row that the company won in the “ease of use” category, the second year in a row for the “value for money” category, as well as the overall satisfaction award for the first time.

 

NW Brandmark 3Col PMS

 

netwealth was founded in 1999 to provide astute investors and advisers with a better way to invest and protect their current and future financial wellbeing. netwealth is part of netwealth Group Limited, one of Australia’s largest privately owned wealth management companies, and provides a range of innovative and award winning investment, super, managed account & advice solutions to Australian advisers, members and investors.

 

Association Partner

NW Brandmark 3Col PMS

 

The Association of Independently Owned Financial Professionals [AIOFP] was registered in 1998 by a group of independently owned Advisers to differentiate their practices in an institutionally dominated market place. To be a member the practice must not have any institutional ownership, be of good fame and operate its own AFSL. The AIOFP now also accepts individual members under these conditions.

  AIOFP’s founding objective was to protect and promote the interests of members and their clients without fear or favour, we have and always will act in our members best interests. AIOFP’s point of difference to other market options is its members, Board and management are all from the independently owned sector - we are not influenced or dictated to by other agendas or factions in our membership.

 

The AIOFP are pleased that ASIC has recently recognised the role AIOFP and its members play by allowing our members to display the AIOFP logo on promotional material subject to a suitable disclaimer.

 

AIOFP is the largest Association representing the Independently owned sector with over 3,000 advisers in its membership

SME Rewards Partner

NW Brandmark 3Col PMS

 

At Qantas, we believe small and medium businesses are the backbone of the Australian economy and deserve to be rewarded. That’s why we created Qantas Business Rewards, a unique loyalty program designed to reward Australian businesses with exclusive savings on flights and Qantas Points for their everyday expenses.

Event Partner

NW Brandmark 3Col PMS

 

My Business is Australia’s pre-eminent digital platform dedicated to equipping ambitious small to medium enterprise business owners with the knowledge and inspiration they need to grow their business.

Recognised as a trusted advisor to SME owners for 24 years, My Business provides innovative business strategies, practical tips and expert advice that Australia’s two million SME owners can use in their day-to-day operations.

NW Brandmark 3Col PMS

 

Momentum Intelligence is a market-leading research and intelligence business focused on Australia’s property, professional and financial services sectors. It specialises in data collection and interpretation, helping organisations better understand their markets and make more informed business decisions. Momentum delivers both qualitative and quantitative research analysis and reports, drawing on one of the largest and most engaged research databases in Australia.

 

Partnership Opportunities

To enquire about partnership opportunities for the ifa Excellence Awards, please contact:

Michael Magee
Ph: 02 9922 3300
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Ronan McGowan
Ph: 02 9922 3300
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Craig McIntyre
Ph: 02 9922 3300
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.