Finalists announced for independent advice 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 http://www.ifaawards.com.au/. 

The finalists for the 2015 awards are as follows:

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

Written by Staff Reporter

Last Updated: 16 June 2015

Published: 12 June 2015