Best Client Servicing – Company
Principal Edge Financial Services
VISIS Private Wealth
Modoras Financial Performance Solutions
JBS Financial Strategists
Life Financial Planner
Infocus Wealth Management
Momentum Planning
Henderson Maxwell
Best New Licensee
Escala Partners
Shartru Wealth
Flinders Wealth
Australian Advice Network
Boutique Group of the Year
YOLO Financial Services
Hewison Private Wealth
Principal Edge Financial Services
VISIS Private Wealth
Main Street Financial Solutions
Stanford Brown
Moran Howlett Financial Planning
Stream Financial
Dealer Group of the Year
GPS Wealth Ltd
Infocus Wealth Management
Dover Financial Advisers
MyPlanner Australia Pty Ltd
Innovator of the Year
YOLO Financial Services
Atlas Wealth Management
Main Street Financial Solutions
Infocus Wealth Management
Map My Plan
SelfWealth
Experience Wealth
Best Client Servicing – Individual
Adele Martin – Experience Wealth
Cara Brett – Bounce Financial
Grant Dougan – VISIS Private Wealth
Katerina Sousalis – Modoras Financial Performance Solutions
Sebastian Mazza – Wealth Depot Pty Ltd
Troy Theobald – Robina Financial Solutions
Warren Hanna – JBS Financial Strategists
Industry Thought Leader of the Year
Aaron Zelman – MediBroker
Grahame Evans – GPS Wealth Ltd
James O’Reilly – Verse Wealth P/L
Don Trapnell – Synchron
Philippa Sheehan – MyPlanner Australia Pty Ltd
Rod Bristow – Infocus Wealth Management
Santi Burridge – Implemented Portfolios Pty Ltd
Sue Viskovic – Elixir Consulting
Innovator of the Year – Individual
Anthony Stedman – LifeTime Financial Group
Brett Evans – Atlas Wealth Management
Peter Sarai – Modoras Financial Performance Solutions
Lea Schodel – MHP Private Wealth
Patricia Garcia – WB Financial
Phil Thompson – Thompson Financial Services
Philippa Sheehan – MyPlanner Australia Pty Ltd
Simon Curtain – Hewison Private Wealth
Investment Adviser of the Year
Bridget Lamphee – Addept Financial Strategists
Cameron Howlett – Moran Howlett Financial Planning
Chris Willaton – Akambo Private Wealth
Glenn Fairbairn – Hewison Private Wealth
Nathan Lear – Hewison Private Wealth
Multi-service Practitioner of the Year
John O’Brien – VISIS Private Wealth
Bridget Lamphee – Addept Financial Strategists
Tony Sarai – Modoras Financial Performance Solutions
Gordon Black – Advisersure Financial Consultants
Ross Ledger – Wealth Professionals
Michael Phillips – MD Phillips & Associates Pty Ltd
Newcomer of the Year
Corey Wastle – Verse Wealth
Phil Thompson – Thompson Financial Services
Raymond Jaramis – Treysta Financial Life Management
Practice Principal of the Year
Anthony Stedman – LifeTime Financial Group
Simon Davis – VISIS Private Wealth
Jeff Thurecht – Evalesco Financial Services
Matthew Ross – Roskow Independent Advisory
Sebastian Mazza – Wealth Depot Pty Ltd
Risk Adviser of the Year
Aaron Zelman – MediBroker
Brad Figures – TP Insurance Services
Jawad Ahmad – Morgan Stanley
Katherine Hayes – Tiffen & Co Insurance Services
Sebastian Mazza – Wealth Depot Pty Ltd
Timothy van Doore – Stream Financial
SMSF Adviser of the Year
Bridget Lamphee – Addept Financial Strategists
Cameron Howlett – Moran Howlett Financial Planning
Chris Morcom – Hewison Private Wealth
Michael Phillips – MD Phillips & Associates Pty Ltd
Sebastian Mazza – Wealth Depot Pty Ltd
Shane Nicholas – Innate Financial Services Group
Simon Curtain – Hewison Private Wealth
Warren Hanna – JBS Financial Strategists
Regional Adviser of the Year
Leanne Bielik, 2020 Wealth
Paul Farrelly, MB Financial Group
Catriona Graham, Bridges Financial Services
Stephen Gulbrandson, Morgans Financial Limited – Townsville
Shane Harris, The Wealth Affect
Kane Leersen, Regional Prosperity
Christine Lusher, Lush Wealth
Martin McGrath, Financial Edge Group
Kristopher Meuwissen, Wealtheon
Tammy Strong, Strong Planning
Risk Adviser of the Year
Trent Bacon, Skye Wealth
Jannice Choo, Big Oak Financial Services
Danielle Coventry, Engage Financial Planning
Kathleen Dean, Skye Wealth
Andrew Debono, Peak Wealth Management
Marcus English, Hewison Private Wealth
Trish Gregory, Hayes & Co Insurance
David Lucas, My Expert®
Sangram Rana, Build MyWealth
Sumeet Wadhwa, 3Point Insuranc
SMSF Adviser of the Year
Natalia Clack, Easy Super
Stephen Gulbrandson, Morgans Financial Limited
Lili Hong, Dorset Wealth Management
Alex Hont, Moran Partners Financial Planning
Petra King, Xperion – Proud to be boring accountants
Josh Lee, Link Wealth
Chris Morcom, Hewison Private Wealth
Simone Murray, Rasiah Private Wealth Management
Lisa Papachristoforos, Hughes O’dea Corredig Private Wealth
William (Liam) Shorte, Sonas Wealth
Thought Leader of the Year
Paul Atherton, That Wall Street Guy
Nicola Beswick, White Rabbit Advisory
Chris Brycki, Stockspot
John Cachia, Thriving Wealth
Nathan Fradley, Fradley Advice
Gary Hasler, Boutique Advisers Private Wealth
Ben Nash, Pivot Wealth
Steve Sloane, Link Wealth
Phil Thompson, Skye Wealth
Cara Williams, The Hazel Way
Transformation of the Year – Individual
Lucy Atkinson, Verse Wealth
Luis Arguello, Dalton Financial Partners
Bradley Broad, SA Wealth Group
Sean Dunne, Dominium Capital
Kieran Menzie, Financial Foundations Australia
James O’Reilly, Northeast Wealth
Adrian Rubinich, Propel Wealth
Amanda Thompson, Endurance Financial
Philip Toop, Dorset Wealth Management
Aaron Wijesinghe, Pivot Wealth
Young Adviser of the Year (30 years or under)
Anthony Caligari, Thriving Wealth
Mary Ann Almasan, Dalton Financial Partners
Sam Dignam, UniSuper
Ali Haidari, Pivot Wealth
Stephanie Hortis, 360 Financial Strategists
Alexis Kavaliotis, Unite Wealth
Tess McIntosh, Hewison Private Wealth
Samantha McQueen, My Wealth Solutions
Ashley Pickett, Everest Wealth
Alexander Rankin, Artisan Wealth
Holistic Adviser of the Year
Ashley Tilston, Spectrum Wealth Partners
ifa Excellence Awards – Individual