2016 Finalists

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 Servicing - 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

 

2016 Finalists
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