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 |
