2024 Finalists

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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
Yin Chin (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, Verse Wealth

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, Verse Wealth

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

Newcomer of The Year

Umberto Catalano, SA Wealth Group
Ali Haidari, Pivot Wealth
Daniel Judge, My Wealth Solutions
Matthew Last, Emerald Private Wealth
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
Yin Chin (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
Yin Chin (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, Verse Wealth
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

Best Financial Advice Employer of the Year

bdhSterling
Emanuel Whybourne & Loehr
Oxlade Financial
Pivot Wealth
Skye Wealth
Stanford Brown
Sufficient Funds
Thriving Wealth
Verse Wealth
What If Advice

Business Outcome Leader of the Year

Affluens360
Find Group
Link Wealth Group
My Wealth Solutions
Pivot Wealth
Pure Private Wealth
SA Wealth Group
Skye Wealth
Thriving Wealth
Wealth Investors

Client Servicing Company of the Year

Centaur Financial Services
Hewison Private Wealth
Olive Grove Financial Advice
Oxlade Financial
Pure Private Wealth
RFS Advice
Sufficient Funds
Unite Wealth
Verse Wealth
Yarra Wealth

Dealer Group of the Year

Australian Mortgage & Financial Advisers
Beryllium Advisers
Finchley & Kent
Infocus
Lifespan Financial Planning
Shartru Wealth Management
Spark Financial Group

Digital Advice Strategy of the Year

CDM Solutions
Otivo
Pivot Wealth
Pure Private Wealth
Skye Wealth
Wealth Investors

Financial Impact Team of the Year

Aged Care Steps
Mackay Private - Wealth Management
Madd Life
SA Wealth Group
Thriving Wealth

Holistic Advice Firm of the Year

Emanuel Whybourne & Loehr
Evalesco Financial Services
Financial Spectrum
Find Group
Navwealth
Peak Wealth Management
SA Wealth Group
Stratus Financial Group
The Hopkins Group
Thriving Wealth

Innovator of the Year - Company

CDM Solutions
Elemnta
Find Group
Infocus
Pivot Wealth
Skye Wealth
Solace Financial
The Adviser Games
Vinarc
Wealth Investors

Marketing Program of the Year

Aged Care Steps
Evalesco Financial Services
Find Group
Hewison Private Wealth
Madd Life
My Wealth Solutions
Pivot Wealth
Skye Wealth
Wealth Investors
What If Advice

Self-Licensed Firm of the Year

Alteris Financial Group
Apt Wealth Partners
Hewison Private Wealth
Oxlade Financial
Pivot Wealth
Secured Wealth
Skye Wealth
Stanford Brown
Verse Wealth
What If Advice

Transformation of the Year - Company

CDM Solutions
Find Group
Main Street Financial Solutions
Pivot Wealth
Sherlock Wealth
Skye Wealth
Spark Financial Group
Thriving Wealth
Wealth Investors

Wellness Program/Initiative of the Year

Apt Wealth Partners
Komplete Accounting Group
Pivot Wealth
Spark Financial Group
Thriving Wealth