Some of Australia’s best non-aligned financial advice practitioners and businesses have been recognised as finalists in the prestigious 2016 ifa Excellence Awards.
Sterling Publishing head of wealth Russell Stephenson, in conjunction with principal partner Colonial First State, has today announced 86 finalists shortlisted across 14 categories. “We have had a fantastic response to this year’s awards. I’d like to say congratulations to these leading advisers and practices. The finalists will now go through a comprehensive judging process conducted by industry and business experts,” Mr Stephenson said. “Now in its third year, the ifa Excellence Awards sets a benchmark for quality in the independent and non-aligned space.”
The winners will be announced at a five-star business luncheon on 12 August at Sofitel Sydney Wentworth. For more information or to book your ticket, visit http://www.ifa.com.au/ifaawards Individual Awards
| 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 | Patricia Garcia |
| 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 |
| Ray | 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 |
Company Awards
| Best Client Service – 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 |
