2025 Winners and Finalists

Client Outcome of the Year

Sacha Burchgart, Burcheart
Nicole Gardner, Fierra 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, Fierra 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

Holistic Adviser of the Year

Ashley Tilston, Spectrum Wealth Partners

ifa Excellence Awards - Individual

Alexander Kitchin, Wealth Connexion