Celebrating independent advice
An industry first, the ifa Excellence Awards is the only awards program dedicated exclusively to boutique and non-aligned financial advisers. The awards recognise the very best operators in categories that count.
ifa has developed a robust methodology that leverages its distribution capabilities and strong industry networks, including an expert panel of category judges: http://www.ifaawards.com.au/2015-judges/
ifa EXCELLENCE AWARD
WINNER
Chris Smith, VISIS Private Wealth
Chosen from the winners of the individual award categories, the ifa Excellence Award recognises the year’s top performer, considered a stand-out by the judges
Chris Smith, VISIS Private Wealth with
Matthew Harrison, Colonial First State
Congratulations to all the winners of the 2015 ifa Excellence Awards:
Innovator of the Year – Individual
Philippa Sheehan
MyPlanner Australia
Innovator of the Year – Company
Infocus Wealth Management
Investment Adviser of the Year
Cameron Howlett
Moran Howlett Financial Planning
SMSF Adviser of the Year
Chris Morcom
Hewison Private Wealth
Multi-service Practitioner of the Year
Ravi Agarwal
MEDIQ Financial Services
Best New Licensee
Astute Financial Services
Boutique Firm of the Year
VISIS Private Wealth
Editor’s Choice Award
Charles Badenach
Main Street Financial Solutions
Practice Principal of the Year
Ravi Agarwal
MEDIQ Financial Services
Best Client-servicing – Individual
Chris Smith
VISIS Private Wealth
Best Client-servicing – Company
Modoras Financial Performance Solutions
Dealer Group of the Year
GPS Wealth Ltd
Industry Thought Leader
Santi Burridge
Implemented Portfolios
Risk Adviser of the Year
Aaron Zelman,
MediBroker
ifa Excellence Awards
Chris Smith
VISIS Private Wealth
The finalists for the 2015 ifa Excellence Awards were:
Company Categories
Best Client Servicing – Company
Akambo Private Wealth
VISIS Private Wealth
Modoras Financial Performance Solutions
Life Financial Planners
Jensen Financial Planning
MEDIQ Financial Services
Best New Licensee
Advice Evolution
Mortgage Choice
Roskow Independent Advisory
Astute Financial Services
Boutique Firm of the Year
Principal Edge Financial Services
VISIS Private Wealth
Maddern Financial Advisers
Hewison Private Wealth
Libertas Wealth Consulting
HPH Solutions Financial Planners
Horvat Financial Advisors
Dealer Group of the Year
Lifespan Financial Planning
GPS Wealth Ltd
Infocus Wealth Management
MyPlanner Australia
Omniwealth
Innovator of the Year – Company
Akambo Private Wealth
Wealth Enhancers
Advice Evolution
GPS Wealth Ltd
Infocus Wealth Management
LifeSherpa
Individual Categories
Best Client Servicing – Individual
Ben Nash – Successful Ways
Cara Brett – Bounce Financial
Chris Smith – VISIS Private Wealth
Glenn Fairbairn – Hewison Private Wealth
Grant Dougan – VISIS Private Wealth
Ravi Agarwal – MEDIQ Financial Services
Industry Thought Leader
Charles Badenach – Main Street Financial Solutions
David Lane – Pitcher Partners Wealth Management
Don Trapnell – Synchron
Philippa Sheehan – MyPlanner Australia
Randall Stout – HPH Solutions Financial Planners
Santi Burridge – Implemented Portfolios
Innovator of the Year – Individual
Chris Smith – VISIS Private Wealth
Philippa Sheehan – MyPlanner Australia
Investment Adviser of the Year
Andrew Zbik – Omniwealth
Cameron Howlett – Moran Howlett Financial Planning
Chris Willaton – Akambo Private Wealth
David Lane – Pitcher Partners Wealth Management
James Walker-Powell – More4Life Financial Services
Nathan Lear – Hewison Private Wealth
Multi-service Practitioner of the Year
Candice Wootton – Chess Wealth Partners
Chris Smith – VISIS Private Wealth
Jason Atkins – Roskow Independent Advisory
Nowaki Tokita – McQueen Group
Paul Dunn – Meridian Wealth Management
Ravi Agarwal – MEDIQ Financial Services
Practice Principal of the Year
Anthony Kapetanovic – Akambo Private Wealth
Chris Smith – VISIS Private Wealth
Michael Rees-Evans – Libertas Wealth Consulting
Neil Salkow – Roskow Independent Advisory
Paul Dunn – Meridian Wealth Management
Ravi Agarwal – MEDIQ Financial Services
Risk Adviser of the Year
Adrian Loadsman – MEDIQ Financial
Aaron Zelman – MediBroker
SMSF Adviser of the Year
Cameron Howlett – Moran Howlett Financial Planning
Chris Morcom – Hewison Private Wealth
Chris Smith – VISIS Private Wealth
Dr Dennis J. Maddern – Maddern Financial Advisers
Simon Curtain – Hewison Private Wealth
