2025 Finalists

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Client Outcome of the Year

Sacha Burchgart, Burcheart
Nicole Gardner, Stellar Wealth
Matthew Jacobson, ActOn Wealth
Sok Lay, Clime Advice
Yanling (Marilyn) Lin, Bridges
Robin Sandover, The Wealth Designers
Bill Savellis, Olive Grove Financial Advice
Patricia Soares Garcia, Your Vision Financial Solutions
Stevie-Jade Turner, Verse Wealth
Lucy Young, Legacy Risk Advice

Client Services Co-ordinator of the Year

Lisa Brockett, HOC Private Wealth
Leah Bonacci, Thriving Wealth
Cigi Cini, CCA Financial Planners
Stratos Eftimiou, SA Wealth Group
Kate Orrell, Park Lane Advice Group
Michelle Prostakova, 360 Financial Strategists
Natasha Warnakula, Vista Financial Group
Lauren Watts, bdhSterling
Lucy Young, Legacy Risk Advice
Ying Zhang, UniSuper

Dealer Group Executive of the Year

Benjamin Collins, Cobalt Advisers
Mario Finocchiaro, Australian Mortgage & Financial Advisers
Paul Katranis, SA Wealth Group
Conaill Keniry, Beryllium Advisers
Eugene Serravalle, Lifespan Financial Planning
Darren Steinhardt, Infocus

ESG Adviser of the Year

James Baird, JustInvest Financial Planning
Jannice Choo, Big Oak Financial Services
Joel Carty, Solace Financial
Jose Pais, Legacy Planning
Tom Robertson, Tas Ethical
Mark Trahair, Cascade Financial
Lee Walker, Quay Wealth Management

Holistic Adviser of the Year - NSW

William Cant, Ally Wealth Management
Andrew Debono, Peak Wealth Management
Melody Edwards, Evalesco Financial Services
Jane Mitchell, Esencia Wealth
George Pereira, Futurum Financial Planning
Ashley Tilston, Spectrum Wealth Partners
Brenton Tong, Financial Spectrum
Terrence Vogiatzis, Omura
Elliot Watson, Watson Wealth
Kristian Zuza, Peak Wealth Management

Holistic Adviser of the Year - QLD

Cory Behrens, My Wealth Solutions
Joshua Dalton, Dalton Financial Partners
Shannon Freney, Direct Wealth
Lili Hong, Dorset Wealth Management
Michael Khouri, Better Financial Planning Australia
Fletcher Kibble, Oxlade Financial
Hugh Robertson, Centaur Financial Services
Corey Stamp, Veteran Wealth
Lee Walker, Quay Wealth Management
Cara Williams, The Hazel Way

Holistic Adviser of the Year - ACT, SA, TAS, WA

David Carson, Wealth Creation Planning
Umberto Catalano, SA Wealth Group
Michael Driessen, GDA Financial Services
Karen Haarhoff, Boutique Advisers Private Wealth
Paul Katranis, SA Wealth Group
Joel Kerin, Ally wealth Management
Emma Leith, GDA Financial Services
Rosario Monteleone, Assured Wealth Advisors
Max Reinhardt, MR Wealth
Gianna Thomson, Thomson Wealth

Holistic Adviser of the Year - VIC

Sean Dunne, Dominium Capital
John Koutsouroupas, Thriving Wealth
Josh Lee, Link Wealth
Nicole O'Sullivan, Stellar Wealth
Alexander Rankin, Artisan Wealth
Thabojan Rasiah, Rasiah Private Wealth Management
Robert Rich, Unite Wealth
Marcello Rogliano, CCA Financial Planners
Warren Strybosch, Find Group
Chris Youssef, Wealth Investors

Innovator of the Year - Individual

Xavier Cachia, CCA Financial Planners
Ashleigh Campbell, Skye Wealth
Matthew Gibbs, Inovayt
Fei Kong, Link Wealth Advice
Yanling (Marilyn) Lin, Bridges
Ben Neilson, Complete Wealth
Gianna Thomson, Thomson Wealth
Terry Vogiatzis, Omura
Katriel Warlow-Shill, CDM Solutions
Sheshan Wickramage, Wick Financial

Investment Adviser of the Year

Amie Baker, Rekab Advice
Hugh Robertson, Centaur Financial Services
Charlie Viola, Viola Private Wealth
Craig Emanuel, Emanuel Whybourne & Loehr
Kristopher Meuwissen, Wealtheon
Thabojan Rasiah, Rasiah Private Wealth Management
Nathan Lear, Hewison Private Wealth
Ben Travers, Prosperity Wealth Advisers
Marshall Brentnall, Evalesco Financial Adviser
Sarah King, Stockspot

Network Impact Adviser of the Year

Nicole Gardner, Stellar Wealth
Michael Khouri, Better Financial Planning Australia
Dimitri Kondilis, Kondilis Lucas Financial Planning
Kieran Menzie, Financial Foundations Australia
Robert Rich, Unite Wealth
Michael Sauer, Source Wealth
Warren Strybosch, Find Group
Jasmine Theophile, Private Wealth Partners
Terry Verhaar, Findex Advice Services
Chris Youssef, Wealth Investors

Newcomer of the Year

Paul Briggs, Horizon Wealth Advisory
Aimee Cowling, Skye Wealth
Anthony Dyer, MPM Wealth Management
Hannah Freeman, Bell Partners Port Macquarie
Alexis Kavaliotis, Unite Wealth
Josh McGrath, Verse Wealth
Will Powis, Wisely Finance
Aayush Sharma, Frost Financial Planning
Shannon Victor, Oxlade Financial
Hayden Wilson, My Wealth Solutions

Paraplanner of the Year

Michelle Alban, Hewison Private Wealth
Leilani Brown, Paraplanner Pro
Jemma Girgis, Honeywell Capital
Kristy Harpis, Securinvest Financial Planners
Lauren Hughson, Wealtheon
Jaemi Kim, Sedley Koschel Financial Group
Janice Prawira, Alteris Financial Group
Daniel Todorcevski, Viola Private Wealth
Lydia Toghill, Collins SBA
Silvia Wade, Mutual Paraplanning Services

Practice Principal of the Year

Matthew Battye, Complete Wealth
Leanne Bielik, 2020 Wealth
John Cachia, Thriving Wealth
Jonathan Elliot, Collins SBA
Alexander Kitchin, Wealth Connexion
Ben Nash, Pivot Wealth
Jane Ridder, Infocus St Leonards
Phil Thompson, Skye Wealth
Sean Ward, Viola Private Wealth
Corey Wastle, Verse Wealth

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 Insurance

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

Best Financial Advice Employer of the Year

BlueRock
bdhSterling
Financial Edge Group
Hewison Private Wealth
Honeywell Capital
My Wealth Solutions
Partners In Planning
Skye Wealth
The Wealth Affect
Verse Wealth

Business Outcome Leader of the Year

Aged Care Steps
Burcheart
Collins SBA
Financial Edge Group
Find Group
Kondilis Lucas Financial Planning
Oxlade Financial
Skye Wealth
Solace Financial
Verse Wealth

Client Servicing Company of the Year

Atlas Wealth Management
ActOn Wealth
Momentum Planning
Navwealth Financial Group
Rekab Advice
Thriving Wealth
Unite Wealth
Wealtheon
Yarra Wealth
ZDC Financial

Dealer Group of the Year

AMAFA
Beryllium Advisers
Cobalt Advisers
Finchley & Kent
Infocus
Lifespan Financial Planning
Shartru Wealth Management

Digital Advice Strategy of the Year

BFD Financial Planning
Infinity Financial Consultants
Pivot Wealth
Quay Wealth Management
Rasiah Private Wealth Management
Wealth Investors

Financial Impact Team of the Year

Cameron Harrison
Centaur Financial Services
Link Wealth
Peak Wealth Management
Pivot Wealth
Rasiah Private Wealth Management
SA Wealth Group
Skye Wealth
Solace Financial
Thriving Wealth

Holistic Advice Firm of the Year

BlueRock
Bountiful Wealth
CCA Financial Planning
Emanuel Whybourne & Loehr
Evalesco Financial Services
Financial Spectrum
GDA Financial Services
Radiance Wealth
Sedley Koschel Financial Group
Your Wealth Hub Advice

Innovator of the Year - Company

DASH
Evergreen Consultants
iExtend
Infocus
Inovayt
Iress
Link Wealth
SuperMate
Vinarc Advice Community
WealthGuardian

Marketing Program of the Year

Aged Care Steps
BFD Financial Planning
Evalesco Financial Services
Find Group
Hewison Private Wealth
Link Wealth
Pivot Wealth
Rasiah Private Wealth Management
Verse Wealth
Wealth Investors

Self-Licensed Firm of the Year

Apt Wealth Partners
Allied Wealth
bdhSterling
Boutique Advisers Private Wealth
Emanuel Whybourne & Loehr
Hewison Private Wealth
Oxlade Financial
Partners in Planning (Australia)
Suntax Financial Planning
Verse Wealth

Training and Education Partner of the Year

Acenda
Aged Care Steps
BT
Central Queensland University
Ethical Invest Group
SuperConcepts

Transformation of the Year - Company

Better Financial Planning Australia
CDM Solutions
Infinity Financial Consultants
Northeast Wealth
Pivot Wealth
Skye Wealth
Vinarc Advice Community
Wealth Investors
Wick Financial

Wellness Program/Initiative of the Year

Apt Wealth Partners
Find Group
Oakmont Financial Group
Pivot Wealth