Client Servicing Company of the Year
ActOn Wealth
Centaur Financial Services
Endorphin Wealth
Fox & Hare
Goodman Private Wealth
Hamilton Wealth Partners
Kelly Wealth Services
Peak Wealth Management
The Wealth Designers
Yarra Wealth
Dealer Group of the Year
Climb Wealth
Count Financial
Spark Financial Group
GPS Wealth
Highfield Group (Futuro Financial Services)
Infocus
Lifespan Financial Planning
Morgans
Paragem
Digital Advice Strategy of the Year
CDM Solutions Services
Otivo
Pivot Wealth
Holistic Advice Firm of the Year
ActOn Wealth
Emanuel Whybourne
Financial Spectrum
Independent Wealth Partners
Infusion360
Smart Business Solutions – Smart Private Wealth
Stratus Financial Group
The Hopkins Group (THG)
The Wealth Designers
Yield Financial Planning
Innovator of the Year – Company
BlueRock Private Wealth
EFS Advice
Fintor
Generation Life
Infocus
Lumiant
Otivo
TAL
Vanguard Australia
XY Adviser
Marketing Program of the Year
Advise Wise
Aged Care Steps
Endorphin Wealth
Morgans
Pivot Wealth
Self-Licensed Firm of the Year
ActOn Wealth
Apt Wealth Partners
Bounce Financial
Hamilton Wealth Partners
Insight Private Wealth
Mackay Private – Wealth Management
Partners in Planning
Pivot Wealth
The Wealth Designers
Walshs
Training and Education Provider of the Year
Aged Care Steps
BT Financial Group
Heffron SMSF Solutions
TAL
Transformation of the Year – Company
Coastal Advice Group
Financial Edge Group
Fintor
Fox & Hare
Otivo
Pivot Wealth
SA Wealth Group
Skye Wealth
Spark Financial Group
Virtual Business Partners
Wellness Program/Initiative of the Year
Apt Wealth Partners
Financial Advice Matters
Pivot Wealth
Viridian Financial Group
Walshs
ifa Excellence Awards – Company
Lifespan Financial Planning
Client Outcome of the Year
Anthony Batsanis, ActOn Wealth
Stefano Duro, Pure Private Wealth
Matthew Jacobson, ActOn Wealth
William Mackay, Mackay Private
Jane Mitchell, Advise Wise
Mark O’Flynn, Oxlade Financial
Sangram Rana, IMFG
Andy Reynolds, EFS Advice & TPD Claims Advice
Robert Rich, Endorphin Wealth
David Romanovski, The Hopkins Group (THG)
Client Servicing Individual of the Year
Deepak Bansal, Committed Financial Planning
Brian Francis, Yarra Wealth
Simon Hepson, Oxlade Financial
Sebastian Mazza, Wealth Depot
Ben Nash, Pivot Wealth
Mark O’Flynn, Oxlade Financial
Rachael Ooi, Your Wealth Consultants
Robert Rich, Endorphin Wealth
David Romanovski, The Hopkins Group (THG)
Compliance Consultant of the Year
Selin Ertac, Tangelo Advice Consulting
Sean Graham, Assured Support
Cheyenne Walker, Australian Independent Compliance Solutions
Dealer Group Executive of the Year
Sam El Shammaa, Finchley & Kent
Bernie Fernandes, Synchronised Business Services
Arthur Kallos, Spark Financial Group
Paul Kelly, Highfield Group
Craig Kouimanis, Paragem
Hakan Ozyon, Hejaz Financial Advisers
Tara Ross, GPS Wealth
Eugene Serravalle, Lifespan Financial Planning
Darren Steinhardt, Infocus
Goals-Based Adviser of the Year
Deepak Bansal, Committed Financial Planning
Stefano Duro, Pure Private Wealth
Ellie Fordham, Verse Wealth
James Goodman, Goodman Private Wealth
Glen Hare, Fox & Hare Financial Advice
Christopher Morcom, Hewison Private Wealth
Ryan Porter, Catalyst Wealth Group
Robert Rich, Endorphin Wealth Management
Hugh Robertson, Centaur Financial Services
Mark Wenzel, The Hopkins Group (THG)
Holistic Adviser of the Year
Abraham Aguilan, Infusion360
Daniel Boote, The Hopkins Group (THG)
Marshall Brentnall, Evalesco Financial Services
Maxwell Hart, PIRPL (Plan Invest Retire)
Simon Hepson, Oxlade Financial
Mark O’Flynn, Oxlade Financial
Hugh Robertson, Centaur Financial Services
Warren Strybosch, Find Group
Michael Williams, The Hopkins Group (THG)
Industry Thought Leader of The Year
Eugene Ardino, Lifespan Financial Planning
Bryan Ashenden, BT Financial Group
Andrew Biviano, Alteris Financial Group
John Cachia, AFA Group Wealth
Danielle Cornelissen, Oh My Pod
Glen Hare, Fox & Hare Financial Advice
Daniel Jackson, Modern You Financial Planners
Michael Miller, Capital Advisory
Ben Nash, Pivot Wealth
Dawn Thomas, The Wealth Designers
Innovator of the Year – Individual
Shaun Clements, NOR Financial
Daniel Corbett, King Of The Mountain Financial Advice
Simon Curtain, Hewison Private Wealth
Stefano Duro, Pure Private Wealth
Ben Nash, Pivot Wealth
Rachael Ooi, Your Wealth Consultants
Darren Steinhardt, Infocus
Investment Adviser of the Year
Marshall Brentnall, Evalesco Financial Services
Pierce Hanlen, Hewison Private Wealth
Simon Hepson, Oxlade Financial
Alex Hont, Moran Partners Financial Planning
Luke Laretive, Seneca Financial Solutions
Mark O’Flynn, Oxlade Financial
Hugh Robertson, Centaur Financial Services
Ben Travers, Prosperity Wealth Advisers
Mark Wenzel, The Hopkins Group (THG)
Tim Whybourne, Emanuel Whybourne
Marketing Consultant of the Year
Vivienne Bethune, Smart Business Solutions – Smart Private Wealth
Wendy Bold, Bold Marketing Communication
Lisa Bond, Tribeca Financial
Danielle Cornelissen, Oh My Pod
Estelle Fletcher, Rerise Digital
Lisa Greensill, Lisa Anne Greensill
Lisa Gregory, Lifespan Financial Planning
Creina Lister, Hewison Private Wealth
Kate Peters, Partners Wealth Group
Blake Sheather, Advise Wise
Newcomer of The Year
Azaria Bell, Skye Wealth
Kathleen Dean, Hewison Private Wealth
Bronson Hills, MTP Financial
Angelo Patsilivas, SA Wealth Group
David Rossbach, Capital Partners Private Wealth Advisers
Travis Schindler, Hewison Private Wealth
Paraplanner of the Year
Alexandra But, Fulcrum Paraplanning
Tyler Ellery, Capital Partners Private Wealth Advisers
Bianca Hodgkins, Stratus Financial Group
Jessica Holmstrom, Sufficient Funds
John Koutsouroupas, AFA Group Wealth
Stephanie Lam, Amplify Wealth Management
Owen O’Neil, Newcastle Paraplanning
Adam Schild, RSM Financial Services Australia
Melissa Tonellato, Johnston Grocke
Chaoyi Zhou, Spark Financial Group
Practice Principal of the Year
Abraham Aguilan, Infusion360
John Cachia, AFA Group Wealth
Matthew Fenning, Advise Wise
Ben Nash, Pivot Wealth
Hugh Robertson, Centaur Financial Services
Bill Savellis, Olive Grove Financial Advice
Blyth Staley, ActOn Wealth
Warren Strybosch, Find Wealth
Phil Thompson, Skye Wealth
Simon Tworek, Insight Wealth Planning
Regional Adviser of the Year
James Baird, JustInvest Financial Planning
Ian Byrne, Evolution Financial
Stefano Duro, Pure Private Wealth
Aileen Jones, MTP Financial
Martin McGrath, Financial Edge Group
Simon Tworek, Insight Wealth Planning
Risk Adviser of the Year
Matt Beauchamp, Beaulife Group
Andrew Debono, Peak Wealth Management
Marcus English, Hewison Private Wealth
Apostolos Katranis, SA Wealth Group
Adrian Loadsman, FinScope
Sangram Rana, IMFG
Priyanka Shah, Finsol Insurance
Phil Thompson, Skye Wealth
Kristian Zuza, Peak Wealth Management
SMSF Adviser of the Year
Simon Curtain, Hewison Private Wealth
Sebastian Mazza, Wealth Depot
Martin McGrath, Financial Edge Group
Christopher Morcom, Hewison Private Wealth
Lisa Papachristoforos, Hughes O’Dea Corredig
Sangram Rana, IMFG
Liam Shorte, Verante
Shannon Smit, Smart Business Solutions
Mark Wenzel, The Hopkins Group (THG)
Transformation of the Year – Individual
John Cachia, AFA Group Wealth
Bianca Carroll, Smart Private Wealth
Michael Khouri, Better Financial Planning Australia
Martin McGrath, Financial Edge Group
Kieran Menzie, Financial Foundations Australia
Dawn Thomas, The Wealth Designers
Amanda Thompson, Endurance Financial
Young Adviser of the Year (30 years or under)
Tegan Delmoro, Insight Wealth Planning
Nick Georgopoulos, Cooper Wealth Management
Zakari Glatthor, Evolution Financial
Tyson Jonas, Jonas Wealth Management
Hung Nguyen, Evalesco Financial Services
Nikola Radoicic, SA Wealth Group
Alexander Rankin, Endorphin Wealth
Mason Thorn, AFA Group Wealth
Cara Williams, Sufficient Funds
Kristian Zuza, Peak Wealth Management