The winners in the third annual ifa Excellence Awards have been announced, including some of the industry’s most well-known and respected advisers and businesses.
An industry-first, the ifa Excellence Awards is the only awards program dedicated exclusively to independent and non-aligned financial advisers.
Adele Martin of Experience Wealth has been awarded the coveted ifa Excellence Award, chosen from among the winners of the individual adviser awards.
More than 400 of the nation’s top industry experts gathered at the Sofitel in Sydney to celebrate best practice advice provision and business acumen.
Russell Stephenson, head of wealth at Momentum Media – organiser of the event – said the awards represent a strong endorsement of the important work being done by independent and non-aligned advice professionals across the country, helping people to achieve their financial goals.
“The response to the ifa Excellence Awards this year and the calibre of the entries have been outstanding, which is a testament to the strength of the IFA sector,” Mr Stephenson said.
“Congratulations to all of the winners and finalists. The future is bright for IFAs, as you have all clearly shown tonight.”
ifa Excellence Award: Adele Martin, Experience Wealth
Industry Thought Leader: Philippa Sheehan, MyPlanner
Practice Principal of the Year: Anthony Stedman, Lifetime Financial Group
Risk Adviser of the Year: Aaron Zelman, MediBroker
SMSF Adviser of the Year: Chris Morcom, Hewison Private Wealth
Newcomer of the Year: Raymond Jaramis, Treysta Financial Life Management
Investment Adviser of the Year: Chris Willaton, Akambo Private Wealth
Multi-service Practitioner of the Year: John O’Brien, VISIS Private Wealth
Editor’s Choice Award: Philippa Sheehan, MyPlanner
Innovator of the Year – Individual: Brett Evans, Atlas Wealth Management
Innovator of the Year – Company: YOLO Financial Services
Best Client Servicing – Individual: Adele Martin, Experience Wealth
Best Client Servicing – Company: Momentum Planning
Dealer Group of the Year: GPS Wealth
Best New Licensee: Australian Advice Network
Boutique Advice Firm of the Year: Stanford Brown Group
The professional body for the stockbroking and financial advice industry has called on the government to “urgently” review the ASIC levy model. ...
The Association of Financial Advisers (AFA) has confirmed the appointment of a new chief executive. ...
FPA chief executive Dante De Gori has announced he will step down from his role at the end of 2021. ...