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2022 Winners and Finalists

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Client Outcome of the Year

Anthony Batsanis, ActOn Wealth
Stefano Duro, Pure Private Wealth
Matthew Jacobson, ActOn Wealth

William Mackay, Mackay Private

Jane Mitchell, Advise Wise
Mark O'Flynn, Oxlade Financial
Sangram Rana, IMFG
Andy Reynolds, EFS Advice & TPD Claims Advice
Robert Rich, Endorphin Wealth
David Romanovski, The Hopkins Group (THG)

Client Servicing Individual of the Year

Deepak Bansal, Committed Financial Planning
Brian Francis, Yarra Wealth
Simon Hepson, Oxlade Financial
Sebastian Mazza, Wealth Depot
Ben Nash, Pivot Wealth
Mark O'Flynn, Oxlade Financial
Rachael Ooi, Your Wealth Consultants

Robert Rich, Endorphin Wealth

David Romanovski, The Hopkins Group (THG)

Compliance Consultant of the Year

Selin Ertac, Tangelo Advice Consulting
Sean Graham, Assured Support

Cheyenne Walker, Australian Independent Compliance Solutions

Dealer Group Executive of the Year

Sam El Shammaa, Finchley & Kent
Bernie Fernandes, Synchronised Business Services

Arthur Kallos, Spark Financial Group

Paul Kelly, Highfield Group
Craig Kouimanis, Paragem
Hakan Ozyon, Hejaz Financial Advisers
Tara Ross, GPS Wealth
Eugene Serravalle, Lifespan Financial Planning
Darren Steinhardt, Infocus

Goals-Based Adviser of the Year

Deepak Bansal, Committed Financial Planning
Stefano Duro, Pure Private Wealth

Ellie Fordham, Verse Wealth

James Goodman, Goodman Private Wealth
Glen Hare, Fox & Hare Financial Advice
Christopher Morcom, Hewison Private Wealth
Ryan Porter, Catalyst Wealth Group
Robert Rich, Endorphin Wealth Management
Hugh Robertson, Centaur Financial Services
Mark Wenzel, The Hopkins Group (THG)

Holistic Adviser of the Year

Abraham Aguilan, Infusion360
Daniel Boote, The Hopkins Group (THG)
Marshall Brentnall, Evalesco Financial Services
Maxwell Hart, PIRPL (Plan Invest Retire)
Simon Hepson, Oxlade Financial
Mark O'Flynn, Oxlade Financial
Hugh Robertson, Centaur Financial Services

Warren Strybosch, Find Group

Michael Williams, The Hopkins Group (THG)

Industry Thought Leader of The Year

Eugene Ardino, Lifespan Financial Planning
Bryan Ashenden, BT Financial Group
Andrew Biviano, Alteris Financial Group
John Cachia, AFA Group Wealth
Danielle Cornelissen, Oh My Pod
Glen Hare, Fox & Hare Financial Advice
Daniel Jackson, Modern You Financial Planners
Michael Miller, Capital Advisory

Ben Nash, Pivot Wealth

Dawn Thomas, The Wealth Designers

Innovator of the Year - Individual

Shaun Clements, NOR Financial
Daniel Corbett, King Of The Mountain Financial Advice
Simon Curtain, Hewison Private Wealth
Stefano Duro, Pure Private Wealth
Ben Nash, Pivot Wealth
Rachael Ooi, Your Wealth Consultants

Darren Steinhardt, Infocus

Investment Adviser of the Year

Marshall Brentnall, Evalesco Financial Services
Pierce Hanlen, Hewison Private Wealth
Simon Hepson, Oxlade Financial
Alex Hont, Moran Partners Financial Planning
Luke Laretive, Seneca Financial Solutions
Mark O'Flynn, Oxlade Financial
Hugh Robertson, Centaur Financial Services

Ben Travers, Prosperity Wealth Advisers

Mark Wenzel, The Hopkins Group (THG)
Tim Whybourne, Emanuel Whybourne

Marketing Consultant of the Year

Vivienne Bethune, Smart Business Solutions - Smart Private Wealth
Wendy Bold, Bold Marketing Communication
Lisa Bond, Tribeca Financial
Danielle Cornelissen, Oh My Pod
Estelle Fletcher, Rerise Digital

Lisa Greensill, Lisa Anne Greensill

Lisa Gregory, Lifespan Financial Planning
Creina Lister, Hewison Private Wealth
Kate Peters, Partners Wealth Group
Blake Sheather, Advise Wise

Newcomer of The Year

Azaria Bell, Skye Wealth

Kathleen Dean, Hewison Private Wealth
Bronson Hills, MTP Financial
Angelo Patsilivas, SA Wealth Group
David Rossbach, Capital Partners Private Wealth Advisers
Travis Schindler, Hewison Private Wealth

Paraplanner of the Year

Alexandra But, Fulcrum Paraplanning
Tyler Ellery, Capital Partners Private Wealth Advisers

Bianca Hodgkins, Stratus Financial Group

Jessica Holmstrom, Sufficient Funds
John Koutsouroupas, AFA Group Wealth
Stephanie Lam, Amplify Wealth Management
Owen O'Neil, Newcastle Paraplanning
Adam Schild, RSM Financial Services Australia
Melissa Tonellato, Johnston Grocke
Chaoyi Zhou, Spark Financial Group

Practice Principal of the Year

Abraham Aguilan, Infusion360
John Cachia, AFA Group Wealth
Matthew Fenning, Advise Wise
Ben Nash, Pivot Wealth
Hugh Robertson, Centaur Financial Services
Bill Savellis, Olive Grove Financial Advice
Blyth Staley, ActOn Wealth
Warren Strybosch, Find Wealth

Phil Thompson, Skye Wealth

Simon Tworek, Insight Wealth Planning

Regional Adviser of the Year

James Baird, JustInvest Financial Planning

Ian Byrne, Evolution Financial

Stefano Duro, Pure Private Wealth
Aileen Jones, MTP Financial
Martin McGrath, Financial Edge Group
Simon Tworek, Insight Wealth Planning

Risk Adviser of the Year

Matt Beauchamp, Beaulife Group
Andrew Debono, Peak Wealth Management
Marcus English, Hewison Private Wealth
Apostolos Katranis, SA Wealth Group
Adrian Loadsman, FinScope
Sangram Rana, IMFG
Priyanka Shah, Finsol Insurance
Phil Thompson, Skye Wealth

Kristian Zuza, Peak Wealth Management

SMSF Adviser of the Year

Simon Curtain, Hewison Private Wealth
Sebastian Mazza, Wealth Depot
Martin McGrath, Financial Edge Group

Christopher Morcom, Hewison Private Wealth

Lisa Papachristoforos, Hughes O'Dea Corredig
Sangram Rana, IMFG
Liam Shorte, Verante
Shannon Smit, Smart Business Solutions
Mark Wenzel, The Hopkins Group (THG)

Transformation of the Year - Individual

John Cachia, AFA Group Wealth
Bianca Carroll, Smart Private Wealth
Michael Khouri, Better Financial Planning Australia
Martin McGrath, Financial Edge Group
Kieran Menzie, Financial Foundations Australia

Dawn Thomas, The Wealth Designers

Amanda Thompson, Endurance Financial

Young Adviser of the Year (30 years or under)

Tegan Delmoro, Insight Wealth Planning
Nick Georgopoulos, Cooper Wealth Management
Zakari Glatthor, Evolution Financial
Tyson Jonas, Jonas Wealth Management
Hung Nguyen, Evalesco Financial Services
Nikola Radoicic, SA Wealth Group
Alexander Rankin, Endorphin Wealth
Mason Thorn, AFA Group Wealth

Cara Williams, Sufficient Funds

Kristian Zuza, Peak Wealth Management

Client Servicing Company of the Year

ActOn Wealth
Centaur Financial Services
Endorphin Wealth
Fox & Hare

Goodman Private Wealth

Hamilton Wealth Partners
Kelly Wealth Services
Peak Wealth Management
The Wealth Designers
Yarra Wealth

Dealer Group of the Year

Climb Wealth
Count Financial
Spark Financial Group
GPS Wealth
Highfield Group (Futuro Financial Services)
Infocus

Lifespan Financial Planning

Morgans
Paragem

Digital Advice Strategy of the Year

CDM Solutions Services

Otivo

Pivot Wealth

Holistic Advice Firm of the Year

ActOn Wealth
Emanuel Whybourne
Financial Spectrum
Independent Wealth Partners
Infusion360
Smart Business Solutions - Smart Private Wealth
Stratus Financial Group

The Hopkins Group (THG)

The Wealth Designers
Yield Financial Planning

Innovator of the Year - Company

BlueRock Private Wealth
EFS Advice
Fintor
Generation Life
Infocus
Lumiant
Otivo
TAL

Vanguard Australia

XY Adviser

Marketing Program of the Year

Advise Wise
Aged Care Steps
Endorphin Wealth
Morgans

Pivot Wealth

Self-Licensed Firm of the Year

ActOn Wealth
Apt Wealth Partners
Bounce Financial
Hamilton Wealth Partners
Insight Private Wealth
Mackay Private - Wealth Management
Partners in Planning
Pivot Wealth
The Wealth Designers

Walshs

Training and Education Provider of the Year

Aged Care Steps

BT Financial Group
Heffron SMSF Solutions
TAL

Transformation of the Year - Company

Coastal Advice Group
Financial Edge Group

Fintor

Fox & Hare
Otivo
Pivot Wealth
SA Wealth Group
Skye Wealth
Spark Financial Group
Virtual Business Partners

Wellness Program/Initiative of the Year

Apt Wealth Partners

Financial Advice Matters
Pivot Wealth
Viridian Financial Group
Walshs

ifa Excellence Awards - Company

Lifespan Financial Planning