2021 Winners and Finalists

Client Outcome of the Year

Christopher Boag, Royston Capital
Glen Hare, Fox & Hare
Zacary Leeson, HPH Solutions
Glenn Malkiewicz, Verse Wealth
James Marshall, Stratus Financial Group
Prashant Nagarajan, Finnacle
Brenton Tong, Financial Spectrum

Corey Wastle, Verse Wealth

Jenna Wheeler, Centaur Financial Services
Sheshan Wickramage, Wick Financial

Client Servicing Individual of the Year

Christopher Boag, Royston Capital
Grant Dougan, VISIS Private Wealth
Stefano Duro, Pure Private Wealth
Brian Francis, Yarra Wealth
Alex Hont, Moran Partners Financial Planning
Adrian Loadsman, Finscope

Kristopher Meuwissen, Wealtheon

David Romanovski, The Hopkins Group
Warren Strybosch, Find Wealth
Jenna Wheeler, Centaur Financial Services

Compliance Consultant of the Year

William Candiloro, Fortnum Private Wealth

Nikolas Kloufetos, Advice Compliance Support
Cheyenne Walker, Australian Independent Compliance Solutions

Dealer Group Executive of the Year

Eugene Ardino, Lifespan Financial Planning

Bernie Fernandes, Synchronised Business Services
Paul Kelly, Highfield Group
Conaill Keniry, Cobalt Advisers
Darren Steinhardt, Infocus

Goals-Based Adviser of the Year

Deepak Bansal, FinChoice
Glen Hare, Fox & Hare
Glenn Malkiewicz, Verse Wealth
Ryan Porter, Catalyst Wealth Group
Hugh Robertson, Centaur Financial Services

Shannon Smit, SMART Business Solutions Financial Planning

Gianna Thomson, Fitzpatricks Private Wealth
Paul Turner, Wealthwise
Corey Wastle, Verse Wealth
Darko Zigic, RFS Advice

Holistic Adviser of the Year

Peter Campbell, Merideon Wealth Strategies
Russell Mann, Collins Mann

James Marshall, Stratus Financial Group

Nicholas McKenna, Luka Financial
John O'Brien, VISIS Private Wealth
Hugh Robertson, Centaur Financial Services
Warren Strybosch, Find Wealth
Brenton Tong, Financial Spectrum
Stevie-Jade Turner, Tribeca Financial
Christian Vukman, JVA Financial Services

Industry Thought Leader of The Year

David Andrew, Capital Partners Private Wealth Advisers
Eugene Ardino, Lifespan Financial Planning
Bryan Ashenden, BT
Michael Back, Human to Human
Emily Blanch, XY Adviser
Danielle Cornelissen, Oh My Pod

Glen Hare, Fox & Hare

Ben Nash, Pivot Wealth
Darren Steinhardt, Infocus
James Weir, Steward Wealth

Innovator of the Year - Individual

Simon Curtain, Hewison Private Wealth
Stefano Duro, Pure Private Wealth
Michael Khouri, Better Financial Planning Australia
Kristopher Meuwissen, Wealtheon

Ben Nash, Pivot Wealth

Ben Neilson, Neilson & Co Wealth
Warren Strybosch, Find Wealth
Daniel Thompson, Finnacle
Phillip Thompson, Skye Wealth
John Versace, Apt Wealth Partners

Investment Adviser of the Year

Christopher Boag, Royston Capital

Marshall Brentnall, Evalesco Financial Services

Glenn Fairbairn, Hewison Private Wealth
Pierce Hanlen, Hewison Private Wealth
Alex Hont, Moran Partners Financial Planning
Nathan Lear, Hewison Private Wealth
Kristopher Meuwissen, Wealtheon
Hugh Robertson, Centaur Financial Services
Chris Smith, VISIS Private Wealth
Charlie Viola, Pitcher Partners Sydney Wealth Management

Marketing Consultant of the Year

Vivienne Bethune, SMART Business Solutions Financial Planning

Tanesha Brayne, Capital Partners Private Wealth Advisers
Danielle Cornelissen, Oh My Pod
Estelle Fletcher, Rerise Digital
Creina Lister, Hewison Private Wealth

Newcomer of The Year

Bianca Ford, CMA Advice
Bronson Hills, Kelly Wealth Services

Kristian Zuza, Peak Wealth Management

Paraplanner of the Year

Lia Barnard, Specky Paraplanners
Leilani Brown, Paraplanner Pro
Bianca Carroll, SMART Business Solutions Financial Planning
Mitchell Elks, Stratus Financial Group
Tom Haliday, HPH Solutions
Brigitta Hembrow-Gersey, Elston
Jessica Holmstrom, Elevate Wealth Solutions

Kim Mooney, Hunter Wealth Management

Aaron Walshe, The Hopkins Group
Kristy-Anne Whittington, Fresh Paraplanning

Practice Principal of the Year

Ian Byrne, Evolution Financial
Joshua Dalton, Dalton Financial Partners
Patricia Howard, Patricia Howard Financial Planning
Adrian Loadsman, Finscope

Martin McGrath, Financial Edge Group

Ben Nash, Pivot Wealth
Hugh Robertson, Centaur Financial Services
Chris Smith, VISIS Private Wealth
Troy Theobald, RFS Advice

Regional Adviser of the Year

James Baird, JustInvest Financial Planning

Ian Byrne, Evolution Financial

Peter Campbell, Merideon Wealth Strategies
Stefano Duro, Pure Private Wealth
Peter Horsfield, SMARTadvice
Martin McGrath, Financial Edge Group
Kristopher Meuwissen, Wealtheon
Ben Neilson, Neilson & Co Wealth
Samuel Schmarr, Schmarr Financial Group

Risk Adviser of the Year

Dan Blatch, IMFG

Paul Davies, Jarickson Life Insurance Brokers
Andrew Debono, Peak Wealth Management
Marcus English, Hewison Private Wealth
Adrian Loadsman, Finscope
Lauren Styles, The Smart Fox
Phillip Thompson, Skye Wealth

SMSF Adviser of the Year

Simon Curtain, Hewison Private Wealth
Patrick Malcolm, GFM Wealth Advisory
Martin McGrath, Financial Edge Group
Christopher Morcom, Hewison Private Wealth
Lisa Papachristoforos, Hughes O'Dea Corredig
Anthony Picone, Steward Wealth

Liam Shorte, Verante

Chris Smith, VISIS Private Wealth

Transformation of the Year - Individual

Brian Francis, Yarra Wealth
Patricia Howard, Patricia Howard Financial Planning

Daniel Jackson, Modern You Financial Planners

Michael Khouri, Better Financial Planning Australia
Martin McGrath, Financial Edge Group
Daniel Thompson, Finnacle

Young Adviser of the Year (Under 30)

Paul Dawson, PSK Financial Services
Alison Dellow, Hewison Private Wealth
Kelsey Dent, Alman Partners
Samuel Fenning, Advise Wise

Pierce Hanlen, Hewison Private Wealth

Tyson Jonas, Jonas Wealth Management
Ryan Loehr, Emanuel Whybourne
Nicholas McKenna, Luka Financial
Travis Schindler, Hewison Private Wealth
Samuel Schmarr, Schmarr Financial Group
Kristian Zuza, Peak Wealth Management

ifa Excellence Award – Individual

Corey Wastle, Verse Wealth