2024 Winners and Finalists

Client Outcome of the Year

Amie Baker, Rekab Advice

Patricia Garcia, Your Vision Financial Solutions
Daniel Grusd, Onelife Financial
Dimitri Kondilis, Soundbridge
Ben Nash, Pivot Wealth
Alexander Rankin, Artisan Wealth
Robin Sandover, The Wealth Designers
Warren Strybosch, Find Group
Mason Thorn, Thriving Wealth
Yanni Zabanias, SA Wealth Group

Client Services Co-ordinator of the Year

Leah Bonacci, Thriving Wealth
Angela Constantine, Financial Edge Group
Brian Francis, Yarra Wealth
Stefan Karapandza, Inovayt

Nicholas Matheson, Sheffield Financial

Lina Montoya, Esencia Wealth
Denise Poole, Hewison Private Wealth
Adrian Rubinich, Propel Wealth
Natasha Warnakula, Vista Financial Group
Lauren Watts, bdhSterling

Dealer Group Executive of the Year

Benjamin Collins, Cobalt Advisers
Sam El Shammaa, Finchley & Kent
Arthur Kallos, Spark Financial Group
Conaill Keniry, Beryllium Advisers
Phil Osborne, Intelligent Planning
Denielle Penhaligon, MiQ Private Wealth
Scott Quinlan, Solace Financial
Eugene Serravalle, Lifespan Financial Planning

Darren Steinhardt, Infocus

Peter Thompson, Hejaz Financial Advisers

ESG Adviser of the Year

Stefan Angelini, Angel Advisory
James Baird, JustInvest Financial Planning
Janice Choo, Big Oak Financial Services
Nathan Fradley, Nathan Fradley Advice
Christopher Lang, Ethical Choice Investments
Karen McLeod, Ethical Investment Advisers
James O’Reilly, Northeast Wealth
Dave Rae, Unless Financial

Tom Robertson, Tas Ethical

Tim Scott, Ford Scott Financial Planning

Holistic Adviser of the Year - NSW

Abraham Aguilan, Affluens360
Tanya Carlson, Amplify Wealth Management

Andrew Debono, Peak Wealth Management

Stefano Duro, Pure Private Wealth
Gavin Glozier, Your Wealth Hub Advice
Jane Mitchell, Esencia Wealth
Ashley Tilston, Spectrum Wealth
Ben Travers, Prosperity Wealth Advisers
Terry Vogiatzis, Omura Wealth Advisers
Elliot Watson, Watson Wealth

Holistic Adviser of the Year - QLD

Jacqueline Crane, My Wealth Solutions
Ellie Fordham, Verse Wealth

Nicole Gardner, Stellar Wealth

John Hutchinson, Horizon Wealth Advisory
Luke Morris, What If Advice + Accounting
Scott Quinlan, Solace 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 - VIC

Christopher Cachia, CCA Financial Planners
Alex Hont, Moran Partners Financial Planning
Sam Hunt, Warr Hunt
Liza Janakievski, Asena Advisors
John Koutsouroupas, Thriving Wealth
Luke Mase, Inovayt
Alexander Rankin, Artisan Wealth
Warren Strybosch, Find Group
Chris Youssef, Wealth Investors

Daniel Zaffino, BlueRock

Holistic Adviser of the Year - ACT/SA/WA

Kon Antoniou, Wealth for Health
David Carson, Wealth Creation Planning
Apostolos (Paul) Katranis, SA Wealth Group
Sandra Kent, Grace Life & Wealth Management

Craig Phillips, Phillips Wealth Partners

Nikola Radoicic, SA Wealth Group

Innovator of the Year - Individual

Benjamin Collins, Cobalt Advisers
Simon Curtain, Hewison Private Wealth
Stefano Duro, Pure Private Wealth
Michael Khouri, Better Financial Planning Australia
Dimitri Kondilis, Soundbridge

Fei Kong, Link Wealth Group

Richard Marsden, MGD Wealth
Kristopher Meuwissen, Wealtheon
Terry Vogiatzis, Omura Wealth Advisers
Cara Williams, The Hazel Way

Investment Adviser of the Year

Amie Baker, Rekab Advice
Samuel Fenning, Esencia Wealth
Nathan Lear, Hewison Private Wealth
Samuel Mackay, Mackay Private - Wealth Management
Mark O’Flynn, Oxlade Financial
Max Reinhardt, MR Wealth

Hugh Robertson, Centaur Financial Services

Ben Travers, Prosperity Wealth Advisers
Rodney Wark, Forsyths
Tim Whybourne, Emanuel Whybourne & Loehr

Network Impact Adviser of the Year

Stefano Duro, Pure Private Wealth
Nathan Fradley, Nathan Fradley Advice
Nicole Gardner, Stellar Wealth
Glen Hare, Fox & Hare Financial Advice
Dimitri Kondilis, Soundbridge
Jennifer Langton, Aged Care Steps
James Millard, Sufficient Funds
Ben Nash, Pivot Wealth

Robert Rich, Unite Wealth

Warren Strybosch, Find Group

Newcomer of The Year

Umberto Catalano, SA Wealth Group
Ali Haidari, Pivot Wealth

Daniel Judge, My Wealth Solutions

Josh McGrath, Verse Wealth
Adam Niksic, RSM Financial Services Australia
Angelo Patsilivas, SA Wealth Group
Ratu Ravetali, Findex
Aayush Sharma, Frost Financial Planning
Roland Xu, Pivot Wealth

Paraplanner of the Year

Renee Attewell, Centaur Financial Services

Brittany Cook, Clique Paraplanning

Jemma Girgis, Honeywell Capital
Jessica Holmstrom, Sufficient Funds
Josef Jindra, Mintwell
Veronica Mizzi, UniSuper
Renu Pareek, Pure Private Wealth
Janice Prawira, Alteris Financial Group
Martinito Seno, Australian Mortgage and Financial Advisers
Silvia Wade, Mutual Paraplanning Services

Practice Principal of the Year

Abraham Aguilan, Affluens360
Rachna Chandna, Emerald Private Wealth
Nicole Gardner, Stellar Wealth
Andrew Hewison, Hewison Private Wealth
Ben Nash, Pivot Wealth
Hugh Robertson, Centaur Financial Services
Bill Savellis, Olive Grove Financial Advice
Danielle Soppa, Pure Private Wealth

Phil Thompson, Skye Wealth

Elliot Watson, Watson Wealth

Regional Adviser of the Year

James Baird, JustInvest Financial Planning
Leanne Bielik, 2020 Wealth
Stefano Duro, Pure Private Wealth
Paul Farrelly, MB Financial Group
Stephen Gulbrandson, Morgans Financial
Kristopher Meuwissen, Wealtheon
James Millard, Sufficient Funds

Tammy Strong, Strong Planning

Wayne Terry, Financial Edge Group
Rodney Wark, Forsyths Financial Services

Risk Adviser of the Year

Trent Bacon, Skye Wealth

Janice Choo, Big Oak Financial Services

Danielle Coventry, Engage Financial Planning
Joshua Davidson, Legacy Risk Advice
Kathleen Dean, Skye Wealth
Marcus English, Hewison Private Wealth
Nicole Gardner, Stellar Wealth
Angelo Patsilivas, SA Wealth Group
Steven Roberts, Oakmont Financial Group
Angus Taylor, Sheffield Financial

SMSF Adviser of the Year

Simon Curtain, Hewison Private Wealth
Petra King, Xperion
Erryn Langley, Find Wealth
Chris Morcom, Hewison Private Wealth
Lisa Papachristoforos, HOC Private Wealth
Jane Purnell, Holzworth Partners

Liam Shorte, Sonas Wealth

Rodney Wark, Forsyths

Thought Leader of the Year

Amie Baker, Rekab Advice
Nicola Beswick, Pro Bono Financial Advice Network
John Cachia, Thriving Wealth
Jacqueline Fernley, Mason Stevens
Andrew Hewison, Hewison Private Wealth
Kevin Mayne, Lifespan Financial Planning
James Millard, Sufficient Funds

Ben Nash, Pivot Wealth

Marshall Ross, MLC Life Insurance
Phil Thompson, Skye Wealth

Transformation of the Year - Individual

Jessica Brizuela, Allied Wealth
John Cachia, Thriving Wealth
Joel Carty, Solace Financial
Janice Choo, Big Oak Financial Services
Michael Khouri, Better Financial Planning Australia
Timothy Lea, Pivot Wealth
Adam Niksic, RSM Financial Services Australia
Wayne Terry, Financial Edge Group

Cara Williams, The Hazel Way

Paul Peng Yang, AIA Financial Wellbeing

Young Adviser of the Year (30 years or under)

Kyle Boulden, Canaccord Genuity Financial
Zachary Coleman, ZDC Financial
Sam Dignam, UniSuper Advice
Nick Georgopoulos, Centaur Financial Services
Stephanie Hortis, 360 Financial Strategists
Josh McGrath, Verse Wealth
Alexander Rankin, Artisan Wealth

Ashleigh Steeles, Evalesco Financial Services

Ethan Stein, Montara Wealth
Izzy Tittor, My Wealth Solutions

Holistic Adviser of the Year

Andrew Debono, Peak Wealth Management
Nicole Gardner, Stellar Wealth

Daniel Zaffino, BlueRock

Craig Phillips, Phillips Wealth Partners

ifa Excellence Award - Individual

Amie Baker, Rekab Advice