The ifa Excellence Awards would like to thank the following partners for their support:
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.
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.
BT’s Panorama solution can help accountants build capacity in their business and streamline administration, while providing clients with an intuitive investment experience and the framework they need to keep on track. Whatever your business model, you and your clients can access the benefits of BT Panorama tailored to business and client needs.
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.
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
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.
Spike is a content discovery platform that drives content recommendations to your target audience, helping to amplify your message and connect with customers. Spike is the ideal platform for any brand or business looking to connect with new customers and prospects, and help them discover interesting content. Amplify your content today with Spike.
Across Australia’s professional and financial services sectors, Momentum Media Group plays an integral role delivering insightful market intelligence via multiple platforms.
Central to Momentum Media Group’s capabilites is an interconnected network of brands and audiences that cover all areas of Australia’s fnancial and professional services sectors.
These market segments – including mortgages, fnancial advice and wealth management, accountng, law, superannuaton and SMSF plus property investment and real estate – represent sophistcated high-growth markets that are fundamental to the prosperity of Australia’s economy
To enquire about partnership opportunities for the ifa Excellence Awards, please contact:
Ph: 02 9922 3300
Ph: 02 9922 3300
Ph: 02 9922 3300