Finalists revealed for ifa Excellence Awards 2017

Finalists revealed for ifa Excellence Awards 2017
IFA

Finalists revealed for ifa Excellence Awards 2017

 

27/07/2017 – Some of Australia’s best independent, boutique and non-aligned financial advice practitioners and businesses have been recognised as finalists in the prestigious 2017 ifa Excellence Awards.

Now in its fourth year, the ifa Excellence Awards are the benchmark for success for members of the independent and non-institutional financial advice community, as well as their supporters and trusted service providers.

In addition to the existing awards, a number of new categories have been introduced in 2017, including Goals-Based Adviser of the Year, Holistic Adviser of the Year and Dealer Group Executive of the Year.

The winners will be announced at The Star, Sydney on 7 September.

2017 Finalists

COMPANY

Best Client Servicing 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

 

Best New Licensee of the Year

Experience Wealth

Collins SBA

 

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

 

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

 

INDIVIDUAL

Best Client Servicing of the Year – Individual

Ravi Agarwal, MEDIQ Financial Services

Grant Dougan, VISIS Private Wealth

Gail Gadd, Gail Gadd Financial Planning, a member of Lifespan

Katherine Hayes, Tiffen & Co Insurance Services

James Kenny, Dolfinwise

Jane Larkin, DKM Group

Yves Schoof, Affluence Private Wealth

Ashley Woods, Woods & Partners Pty Ltd

 

Dealer Group Executive of the Year

Grahame Evans, GPS Wealth

Michael Gershkov, InterPrac Financial Planning

David Harris, Advice Evolution

Philippa Sheehan, MyPlanner Professional

Joel Taylor, Fortnum Financial Advisers

 

Goals-Based Adviser of the Year

James Kenny, Dolfinwise

Jason McFadden, JPM Financial Planning & Direction Advice Group

Lynda McKie, Elston Private Wealth

Mas Pourgholami, YOLO Financial Services

Michelle Tate-Lovery, Unified Financial Services Pty Ltd

James Walker-Powell, More4Life Financial Services

 

Holistic Adviser of the Year

Andrew Black, YOLO Financial Services

Luke Broxton, Akambo Private Wealth

James Kenny, Dolfinwise

Bridget Lamphee, Lamphee Financial Advisors Pty Ltd

Shane Nicholas, Innate Financial Services Group

Michael Phillips, Phillips Family Office

Phillip Richards, Endorphin Wealth Management

Phil Thompson, Thompson Financial Services

James Walker-Powell, More4Life Financial Services

 

Industry Thought Leader of the Year

Christopher Blaxland-Walker, ClearView Wealth Limited

Daniel Brammall, Independent Financial Advisers Australia

Steve Crawford, Experience Wealth

Peita Diamantidis, Caboodle Financial Services

Will Hamilton, Hamilton Wealth Management

Matt Heine, netwealth

Fraser Jack, Advice RegTech

Wayne Leggett, Paramount Financial Solutions

Philippa Sheehan, MyPlanner Professional

Phil Thompson, Thompson Financial Services

 

Innovator of the Year – Individual

Simon Curtain, Hewison Private Wealth

James Sutherland, myonlineadvisers

Phil Thompson, Thompson Financial Services

Hugh Touchai, Wealth Road Financial Planning

 

Investment Adviser of the Year

Mirko Cugura, Innate Financial Services Group

Brett Evans, Atlas Wealth Management

Glenn Fairbairn, Hewison Private Wealth

Bridget Lamphee, Lamphee Financial Advisors Pty Ltd

Jane Larkin, DKM Group

Jason McFadden, JPM Financial Planning

Bernard O’Connor, Akambo Private Wealth

Troy Theobald, Robina Financial Solutions

 

Practice Principal of the Year

Patrick Anwandter, Strategy First Financial Planning Pty Ltd

Jonathan Elliot, Collins SBA

Andrew Hewison, Hewison Private Wealth

Anthony Kapetanovic, Akambo Private Wealth

Anthony Stedman, Lifetime Financial Group

Timothy van Doore, Stream Financial

 

Risk Adviser of the Year

Caesar Abdalla, FW Partners

Eddie Bell, Perks Wealth Management

Katherine Hayes, Tiffen & Co Insurance Services

Adrian Loadsman, MEDIQ Financial

Serena West, Capital Partners Private Wealth Advisers

Darko Zigic, Robina Financial Solutions

 

SMSF Adviser of the Year

Cameron Howlett, Moran Howlett Financial Planning

Bridget Lamphee, Lamphee Financial Advisors Pty Ltd

Chris Morcom, Hewison Private Wealth

Shane Nicholas, Innate Financial Services Group

Michael Phillips, Phillips Family Office

 

This article originally appeared in ifa Magazine

Brett Evans is the Managing Director and a Financial Planner with Atlas Wealth Management which is the first financial services firm in Australia to specialise in providing financial advice to Australian expatriates. With over 20 years of experience in the finance and investments industry, Brett has worked for blue chip companies which include the Australian Stock Exchange (ASX), HSBC, Suncorp and Citi Smith Barney.

0 Comments

Leave a reply

Your email address will not be published. Required fields are marked *

*