Awards night recognises young adviser of the year
Momentum Media has named the winners of its Young Leaders in Finance Awards, including Treysta Wealth’s Ray Jaramis as young financial adviser of the year.
The inaugural awards ceremony, held at Sydney’s Hyatt Regency, saw more than 20 of tomorrow’s financial services sector leaders recognised for their outstanding contributions to the industry.
Momentum Media managing editor, wealth and innovation, Aleks Vickovich said the awards highlighted the strength of the industry moving into the future.
“Despite the negative headlines in the industry, the Young Leaders in Finance Awards show that passionate, client-centric, community-oriented professionals are coming through the ranks,” he said.
“Congratulations to the winners and finalists. We encourage you to continue making a positive contribution to the financial sector.”
Winners were selected by a panel of experienced industry professionals from a range of disciplines.
The winners are:
Accountant of the Year Jason Robinson, RBK Advisory
Auditor of the Year Alex Hardy, Prosperity Advisers Group
Bookkeeper of the Year Kathleen Piachaud, Carbon Group
CEO of the Year Jack O'Reilly, funding.com.au
Director of the Year Caleb Dozzi, Dozzi Financial Advice
Entrepreneur of the Year Joel Robbie, Nod
Finance Broker of the Year Marshall Condon, Neue Black
Financial Adviser of the Year Ray Jaramis, Treysta Financial Life Management
Fintech Leader of the Year Chaz Prezident, Crowdfunding.com.au
Innovator of the Year Nathan Smith, Power Tynan
Investment Business Development Leader of the Year Charlie Wapshott, Walsh & Company Asset Management
Investment Manager of the Year Thomas Lambert, Knightsbridge Wealth Management
Legal Counsel of the Year Daniel Houghton, K&L Gates
Lending Business Development Leader of the Year Jordan Mutton, Positive Lending Solutions
Marketing Professional (Agency) of the Year Harry Brownbill, PHD Media
Marketing Professional (In-house) of the Year Sabrina Cortez, Mortgage & Finance Association of Australia (MFAA)
Mortgage Broker of the Year Alex Veljancevski, Eventus Financial
Principal of the Year Sam Robinson, Pursue Wealth
Public Relations/Communications Professional of the Year Sabrina Cortez, Mortgage & Finance Association of Australia (MFAA)
Regional Professional of the Year Harley Radovan, Focused on Finance
SMSF Adviser of the Year Brett Jackson, Lantana Private Wealth
Thought Leader of the Year Sam Robinson, Pursue Wealth
Young Leaders in Finance Excellence award Joel Robbie, Nod
Graduate Program of the Year AMP Services Limited
Recruiter of the Year Platinum People Group
Education & Training Program of the Year The Outperformer
‘Safe harbour’ loopholes flagged in conflicted advice
Advisers have been warned of ‘safe harbour’ loopholes that fail to protect c...
SuperConcepts aims to innovate advice discussion
AMP subsidiary SuperConcepts will create a new research and development lab aime...
Lifespan hires national practice manager
Non-aligned advice licensee Lifespan Financial Planning has appointed a new nati...