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Winners

INDIVIDUAL AWARDS

Client Service of the Year (Individual)

Katherine Hayes, Tiffen & Co Insurance Services

 

Dealer Group Executive of the Year

Philippa Sheehan, MyPlanner Professional

 

Goals-Based Adviser of the Year

Michelle Tate-Lovery, Unified Financial Services Pty Ltd

 

Holistic Adviser of the Year

Michael Phillips, Phillips Family Office

 

Industry Thought Leader of the Year

Will Hamilton, Hamilton Wealth Management

 

Innovator of the Year (Individual)

Phil Thompson, Thompson Financial Services

 

Investment Adviser of the Year

Brett Evans, Atlas Wealth Management

 

Practice Principal of the Year

Jonathan Elliot, Collins SBA

 

Risk Adviser of the Year

Katherine Hayes, Tiffen & Co Insurance Services

 

SMSF Adviser of the Year

Shane Nicholas, Innate Financial Services Group

 

ifa Excellence Award

Katherine Hayes, Tiffen & Co Insurance Services

 

COMPANY AWARDS

Boutique Advice Firm of the Year

Momentum Planning

 

Client Service of the Year (Company)

VISIS Private Wealth

 

Dealer Group of the Year

InterPrac Financial Planning

 

Holistic Advice Firm of the Year

VISIS Private Wealth

 

Innovator of the Year (Company)

Map My Plan

 

New Licensee of the Year

Experience Wealth

 

 

 

COMPANY

Client Service of the Year (Company)
Akambo Private Wealth
Atlas Wealth Management
Hamilton Wealth Management
Hewison Private Wealth
Innate Financial Services Group
MEDIQ Financial Services
RSM Financial Services
VISIS Private Wealth
Yarra Wealth

New Licensee of the Year
Experience Wealth
Collins SBA

Boutique Advice Firm of the Year
Capital Partners Private Wealth Advisers
Hewison Private Wealth
Intralink Wealth Management
Koda Capital
Momentum Planning
Principal Edge Financial Services
Stanford Brown
Strategy First Financial Planning Pty Ltd
VISIS Private Wealth

Dealer Group of the Year
Advice Evolution
Dover Financial Advisers
Fortnum Financial Advisers
GPS Wealth
InterPrac Financial Planning
MyPlanner Professional
Shartru Wealth Management

Holistic Advice Firm of the Year
Collins SBA
Endorphin Wealth Management
Innate Financial Services Group
MEDIQ Financial Services
Phillips Family Office
Shartru Wealth Management
VISIS Private Wealth
YOLO Financial Services

Innovator of the Year (Company)
Advice Evolution
Collins SBA
Map My Plan
myonlineadvisers
SelfWealth
Shartru Wealth Management
WealthO2

INDIVIDUAL

Client Service of the Year (Individual)
Ravi Agarwal, MEDIQ Financial Services
Grant Dougan, VISIS Private Wealth
Gail Gadd, Gail Gadd Financial Planning, a member of Lifespan
Katherine Hayes, Tiffen & Co Insurance Services
James Kenny, Dolfinwise
Jane Larkin, DKM Group
Yves Schoof, Affluence Private Wealth
Ashley Woods, Woods & Partners Pty Ltd

Dealer Group Executive of the Year
Grahame Evans, GPS Wealth
Michael Gershkov, InterPrac Financial Planning
David Harris, Advice Evolution
Philippa Sheehan, MyPlanner Professional
Joel Taylor, Fortnum Financial Advisers

Goals-Based Adviser of the Year
James Kenny, Dolfinwise
Jason McFadden, JPM Financial Planning & Direction Advice Group
Lynda McKie, Elston Private Wealth
Mas Pourgholami, YOLO Financial Services
Michelle Tate-Lovery, Unified Financial Services Pty Ltd
James Walker-Powell, More4Life Financial Services

Holistic Adviser of the Year
Andrew Black, YOLO Financial Services
Luke Broxton, Akambo Private Wealth
James Kenny, Dolfinwise
Bridget Lamphee, Lamphee Financial Advisors Pty Ltd
Shane Nicholas, Innate Financial Services Group
Michael Phillips, Phillips Family Office
Phillip Richards, Endorphin Wealth Management
Phil Thompson, Thompson Financial Services
James Walker-Powell, More4Life Financial Services

Industry Thought Leader of the Year
Christopher Blaxland-Walker, ClearView Wealth Limited
Daniel Brammall, Independent Financial Advisers Australia
Steve Crawford, Experience Wealth
Peita Diamantidis, Caboodle Financial Services
Will Hamilton, Hamilton Wealth Management
Matt Heine, netwealth
Fraser Jack, Advice RegTech
Wayne Leggett, Paramount Financial Solutions
Philippa Sheehan, MyPlanner Professional
Phil Thompson, Thompson Financial Services

Innovator of the Year (Individual)
Simon Curtain, Hewison Private Wealth
James Sutherland, myonlineadvisers
Phil Thompson, Thompson Financial Services
Hugh Touchai, Wealth Road Financial Planning

Investment Adviser of the Year
Mirko Cugura, Innate Financial Services Group
Brett Evans, Atlas Wealth Management
Glenn Fairbairn, Hewison Private Wealth
Bridget Lamphee, Lamphee Financial Advisors Pty Ltd
Jane Larkin, DKM Group
Jason McFadden, JPM Financial Planning
Bernard O'Connor, Akambo Private Wealth
Troy Theobald, Robina Financial Solutions

Practice Principal of the Year
Patrick Anwandter, Strategy First Financial Planning Pty Ltd
Jonathan Elliot, Collins SBA
Andrew Hewison, Hewison Private Wealth
Anthony Kapetanovic, Akambo Private Wealth
Anthony Stedman, Lifetime Financial Group
Timothy van Doore, Stream Financial

Risk Adviser of the Year
Caesar Abdalla, FW Partners
Eddie Bell, Perks Wealth Management
Katherine Hayes, Tiffen & Co Insurance Services
Adrian Loadsman, MEDIQ Financial Services
Serena West, Capital Partners Private Wealth Advisers
Darko Zigic, Robina Financial Solutions

SMSF Adviser of the Year
Cameron Howlett, Moran Howlett Financial Planning
Bridget Lamphee, Lamphee Financial Advisors Pty Ltd
Chris Morcom, Hewison Private Wealth
Shane Nicholas, Innate Financial Services Group
Michael Phillips, Phillips Family Office

Category Description

This award recognises the individual chief executive, executive or senior manager of an independent or non-aligned dealer group who has built the most successful business over the past calendar year.

Success will be measured by the individual adviser and collective advice capabilities of the company, growth and retention of advisers and other team members, plus the success of the business in terms of revenue and profitability.

The recipient of this award will personify business leadership, be entrepreneurial and committed to the independent advice sector, as well as be a public advocate for independent advice.

This is an individual award open to any executive of an independent or non-aligned AFSL holders that authorises third party financial advice providers, and is based on the period from 1 January 2016 to 31 December 2016.

Assessment Criteria
Submissions will be judged on their responses to the following:

  1. Detail how you have led your dealer group business to drive sustainable revenue growth.
  2. Outline your unique selling points/points of difference as a senior executive compared to your peers, and how you have created a quality advice business as a result.
  3. Highlight innovation in your business and how that has impacted on business growth.
  4. Identify ways you have provided advocacy for the independent and non-aligned sector.
  5. Provide a case study that showcases your success as a dealer group executive. 
  6. Evidence any financial or business metrics and/or statements with supporting documentation, including audited statements, third party independent data reports or client/partner endorsements and testimonials.

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Category Description

This award recognises the company that can offer clients a multitude of advice services to look at overall financial wellbeing, such as investment/risk advice, SMSF, tax and accounting, legal and estate planning, mortgage and credit advice.

This is a company award open to any independent or non-aligned advice firm and is based on the period from 1 January 2016 to 31 December 2016.

Assessment Criteria

Submissions will be judged on their responses to the following:

  1. Highlight how you have structured your business and offering to offer a wider suite of financial services as well as any competitive advantages that have helped facilitate this. 
  2. Demonstrate the tactics, strategies and success in generating business across the areas you service (such as investment, risk advise, mortgage broking, accounting etc.), including conversion of existing clients to new offerings, generating repeat and referred business, or other marketing campaigns to win business. 
  3. Highlight innovation in your business and how that has helped facilitate expansion into other sectors.
  4. Provide case studies or examples that showcase how you successfully deliver a number of services for clients, plus client satisfaction as a result of that. 
  5. Evidence any financial or business metrics and/or statements with supporting documentation, including audited statements, third party independent data reports or client/partner endorsements and testimonials. 

Business Metrics

Metric

2015 (calendar year)

2016 (calendar year)

 Total number of clients serviced

 

 

 Total Funds Under Advice (FUA) ($)

 

 

 Total number of mortgages written (if relevant)

 

 

 Total volume of mortgages written ($) (if relevant)

 

 

 Percentage of revenue generated outside of financial advice (investment, risk and  superannuation)

 

 

 List other services provided (i.e. legal, conveyancing,  mortgages, accounting, SMSF administration, stock broking)

 

 

 Percentage of revenue that is recurring (%)

 

 

 Percentage of total income generated on a fee-for-service basis  (%)

 

 

 Net Promoter Score (NPS) (optional)

 Recommended template for those who are  looking to obtain a  NPS:  https://www.surveymonkey.com/mp/net-   promoter-  score-survey-template/

 

 

NOTE: THIS IS A COMPANY AWARD. All figures must reflect the activities and efforts directly associated with your group.

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