Some of Australia’s best non-aligned financial advice practitioners and businesses have been recognised as finalists in the prestigious 2015 ifa Excellence Awards.
ifa publisher Russell Stephenson, in conjunction with principal partner Colonial First State, has today announced 67 finalists shortlisted across 13 categories.
“Congratulations to these leading advisers and practices. We have had a record number of submissions for the awards, indicating the growing strength of the independent sector,” Mr Stephenson said.
“The high calibre of this year’s finalists will see a number of groups competing for repeat success. The finalists will now go through a comprehensive judging process conducted by industry and business experts.”
The winners will be announced at a five-star business luncheon in Sydney on 7 August at Doltone House, Jones Bay Wharf. For more information or to book your ticket visit https://www.ifaawards.com.au/.
The finalists for the 2015 awards are as follows:
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Company Awards
1. Best Client Servicing Company
Akambo Private Wealth
VISIS Private Wealth
Modoras Financial Performance Solutions
LIFE Financial Planners
Jensen Financial Planning
MEDIQ Financial Services
2. Best New Licensee
Advice Evolution
Mortgage Choice Financial Planning
Roskow Independent Advisory
Astute Financial Services
3. 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
4. Dealer Group of the Year
Lifespan Financial Planning
GPS Wealth Ltd
Infocus Wealth Managment
MyPlanner Australia
Omniwealth
5. Innovator of the Year
Akambo Private Wealth
Wealth Enhancers
Advice Evolution
GPS Wealth Ltd
Infocus Wealth Managment
LifeSherpa
Individual Awards
6. Best Client Servicing
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
7. 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
8. Innovator of the Year
Chris Smith, VISIS Private Wealth
Philippa Sheehan, MyPlanner Australia
9. 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
10. Multi-service Practitioner of the Year
Candice Wootton, Chess Wealth Partners
Chris Smith, VISIS Private Wealth
Jason Atkins, Roskow Independent Advisory
Nowaki McQueen-Tokita, McQueen Group
Paul Dunn, Meridian Wealth Management
Ravi Agarwal, MEDIQ Financial Services
11. 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
12. Risk Adviser of the Year
Adrian Loadsman, MEDIQ Financial
Aaron Zelman, MediBroker
13. 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
Finalists announced for independent advice awards
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