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
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
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
New Licensee of the Year
Experience Wealth
Collins SBA
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