2017 Winners

INDIVIDUAL AWARDS

Client Service of the Year (Individual)

Katherine Hayes, Tiffen & Co Insurance Services

 

Dealer Group Executive of the Year

Philippa Sheehan, MyPlanner Professional

 

Goals-Based Adviser of the Year

Michelle Tate-Lovery, Unified Financial Services Pty Ltd

 

Holistic Adviser of the Year

Michael Phillips, Phillips Family Office

 

Industry Thought Leader of the Year

Will Hamilton, Hamilton Wealth Management

 

Innovator of the Year (Individual)

Phil Thompson, Thompson Financial Services

 

Investment Adviser of the Year

Brett Evans, Atlas Wealth Management

 

Practice Principal of the Year

Jonathan Elliot, Collins SBA

 

Risk Adviser of the Year

Katherine Hayes, Tiffen & Co Insurance Services

 

SMSF Adviser of the Year

Shane Nicholas, Innate Financial Services Group

 

ifa Excellence Award

Katherine Hayes, Tiffen & Co Insurance Services

 

COMPANY AWARDS

Boutique Advice Firm of the Year

Momentum Planning

 

Client Service of the Year (Company)

VISIS Private Wealth

 

Dealer Group of the Year

InterPrac Financial Planning

 

Holistic Advice Firm of the Year

VISIS Private Wealth

 

Innovator of the Year (Company)

Map My Plan

 

New Licensee of the Year

Experience Wealth

 

 

2017 Winners
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