ifa Excellence awards 2014

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/2014-judges/

Congratulations to the winners of the 2014 ifa Excellence Awards:

Innovator of the Year – Individual
Charles Badenach
Main Street Financial Solutions

Innovator of the Year – Company
Omniwealth Services

Rookie Adviser of the Year
Stephen Godfrey
VISIS Private Wealth

Investment Adviser of the Year
Claire Mackay
Quantum Financial

SMSF Adviser of the Year
Tim Mackay
Quantum Financial

Multi-service Practitioner of the Year
James Walker-Powell
More4Life Financial Services

Best New Licensee
GPS Wealth

Boutique Firm of the Year
Hewison Private Wealth

Editor’s Choice Award
Don Trapnell
Synchron

Practice Principal of the Year
Ravi Agarwal
MEDIQ Financial Services

Best Client-servicing – Individual
David Marasea
Shadforth Financial Group

Best Client-servicing – Company
Jensen Financial Planning

Dealer Group of the Year
Financial Index Wealth Accountants

Industry Thought Leader
Sarah Riegelhuth
Wealth Enhancers

ifa Excellence Awards
Claire Mackay
Quantum Financial

The finalists for the 2014 ifa Excellence Awards were:

Company Categories

Best Client Servicing – Company
Goldsborough Financial Services
Hewison Private Wealth
Jensen Financial Planning
Life Financial Planners
MEDIQ Financial Services
Modoras Financial Performance Solutions
VISIS Private Wealth

Best New Licensee
Advice Evolution
Australian Capital Financial Planning
GPS Wealth Ltd
Mortgage Choice
VISIS Private Wealth

Boutique Firm of the Year
Akambo Private Wealth
Hewison Private Wealth
Maddern Financial Advisers
Modoras Financial Performance Solutions
Quantum Financial
VISIS Private Wealth

Dealer Group of the Year
Australian Unity Personal Financial Services
Financial Index Wealth Accountants
GPS Wealth Ltd
Omniwealth Services
Synchron

Innovator of the Year – Company
Financial Index Wealth Accountants
GPS Wealth Ltd
Mercer Financial Advice
Meridian Wealth Management
Omniwealth Services
Wealth Enhancers

Individual Categories

Best Client Servicing – Individual
Ravi Agarwal – MEDIQ Financial Services
Glenn Fairbairn – Hewison Private Wealth
Cameron Howlett – Moran Howlett Financial Planning
David Marasea – Shadforth Financial Group
Chris Smith – VISIS Private Wealth

Industry Thought Leader
John Hewison – Hewison Private Wealth
Fraser Jack – 123 Financial Services
Wayne Leggett – Paramount Financial Services Group
Tim Mackay – Quantum Financial
Sarah Riegelhuth – Wealth Enhancers
Don Trapnell – Synchron

Innovator of the Year – Individual
Charles Badenach – Main Street Financial Solutions
Simon Curtain – Hewison Private Wealth
Fraser Jack – 123 Financial Services

Investment Adviser of the Year
Paul Dunn – Meridian Wealth Management
David Lane – Pitcher Partners
Nathan Lear – Hewison Private Wealth
Claire Mackay – Quantum Financial
Chris Youssef – Shadforth Financial Group

Multi-service Practitioner of the Year
Ravi Agarwal – MEDIQ Financial Services
Keryn Batsilas – Wealth Enhancers
Chris Smith – VISIS Private Wealth
James Walker-Powell – more4life Financial Services
Candice Wootton – Chess Wealth Partners

Practice Principal of the Year
Ravi Agarwal – MEDIQ Financial Services
Paul Dunn – Meridian Wealth Management
Chris Smith – VISIS Private Wealth

Rookie Adviser of the Year
Chris Giaouris – Shadforth Financial Group
Stephen Godfrey – VISIS Private Wealth
Chris Youssef – Shadforth Financial Group

SMSF Adviser of the Year
Tim Mackay – Quantum Financial
Chris Morcom – Hewison Private Wealth

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