2015 Finalists

 The finalists for the 2015 ifa Excellence Awards are…

 Company Categories

Best Client Servicing – Company – to book now, click here.

Anthony Kapetanovic Akambo Private Wealth
Brad Phelps VISIS Private Wealth
Frida Horbino Modoras Financial Performance Solutions
Marijana Ravlich LIFE Financial Planners
Sarah Kelly Jensen Financial Planning
Selina Agarwal MEDIQ Financial Services

Best New Licensee – to book now, click here.

David Harris Advice Evolution
Jessica Darnbrough Mortgage Choice
Neil Salkow Roskow Independent Advisory
Peter Sullivan Astute Financial Services

Boutique Firm of the Year – to book now, click here.

Bruce Kluk Principal Edge Financial Services
Brad Phelps VISIS Private Wealth
Dennis Maddern Maddern Financial Advisers
John Hewison Hewison Private Wealth
Michael Rees-Evans Libertas Wealth Consulting
Randall Stout HPH Solutions Financial Planners
Rick Horvat Horvat Financial Advisors

Dealer Group of the Year – to book now, click here.

Eugene Ardino Lifespan Financial Planning
Grahame Evans GPS Wealth Ltd
Rod Bristow Infocus Wealth Management
Philippa Sheehan MyPlanner Australia
Shelley Breen Omniwealth
   

Innovator of the Year – Company – to book now, click here.

Anthony Kapetanovic Akambo Private Wealth
April Conde Wealth Enhancers
David Harris Advice Evolution
Grahame Evans GPS Wealth Ltd
Rod Bristow Infocus Wealth Management
Vince Scully LifeSherpa

 

Individual Categories 

Best Client Servicing – Individual – to book now, click here.

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

Industry Thought Leader – to book now, click here.

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

Innovator of the Year – Individual – to book now, click here.

Chris Smith  VISIS Private Wealth
Philippa Sheehan MyPlanner Australia

Investment Adviser of the Year – to book now, click here.

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

Multi-Service Practitioner of the Year – to book now, click here.

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

Practice Principal of the Year – to book now, click here.

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

Risk Adviser of the Year – to book now, click here.

Adrian Loadsman MEDIQ Financial
Aaron Zelman  MediBroker

SMSF Adviser of the Year – to book now, click here.

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

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