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Finalists revealed for ifa Excellence Awards 2016
Some of Australia’s best non-aligned financial advice practitioners and businesses have been recognised as finalists in the prestigious 2016 ifa Excellence Awards.
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Sterling Publishing head of wealth Russell Stephenson, in conjunction with principal partner Colonial First State, has today announced 86 finalists shortlisted across 14 categories.
“We have had a fantastic response to this year’s awards. I’d like to say congratulations to these leading advisers and practices. The finalists will now go through a comprehensive judging process conducted by industry and business experts,” Mr Stephenson said.
“Now in its third year, the ifa Excellence Awards sets a benchmark for quality in the independent and non-aligned space.”
The winners will be announced at a five-star business dinner on 12 August at Sofitel Sydney Wentworth. For more information or to book your ticket, visit http://www.ifa.com.au/ifaawards
Individual Awards
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Best Client Servicing - Individual |
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Adele
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Martin |
Experience Wealth |
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Cara |
Brett |
Bounce Financial |
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Grant |
Dougan |
VISIS Private Wealth |
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Katerina |
Sousalis |
Modoras Financial Performance Solutions |
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Sebastian |
Mazza |
Wealth Depot Pty Ltd |
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Troy |
Theobald |
Robina Financial Solutions |
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Warren |
Hanna |
JBS Financial Strategists |
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Industry Thought Leader of the Year |
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Aaron |
Zelman |
MediBroker |
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Grahame |
Evans |
GPS Wealth Ltd |
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James |
O'Reilly |
Verse Wealth P/L |
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Don |
Trapnell |
Synchron |
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Philippa |
Sheehan |
MyPlanner Australia Pty Ltd |
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Rod |
Bristow |
Infocus Wealth Management |
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Santi |
Burridge |
Implemented Portfolios Pty Ltd |
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Sue |
Viskovic |
Elixir Consulting |
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Innovator of the Year - Individual |
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Anthony |
Stedman |
LifeTime Financial Group |
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Brett |
Evans |
Atlas Wealth Management |
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Peter |
Sarai |
Modoras Financial Performance Solutions |
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Lea |
Schodel |
MHP Private Wealth |
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Patricia |
Garcia |
WB Financial |
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Phil |
Thompson |
Thompson Financial Services |
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Philippa |
Sheehan |
MyPlanner Australia Pty Ltd |
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Simon |
Curtain |
Hewison Private Wealth |
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Investment Adviser of the Year |
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Bridget |
Lamphee |
Addept Financial Strategists |
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Cameron |
Howlett |
Moran Howlett Financial Planning |
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Chris |
Willaton |
Akambo Private Wealth |
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Glenn |
Fairbairn |
Hewison Private Wealth |
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Nathan |
Lear |
Hewison Private Wealth |
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Multi-service Practitioner of the Year |
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John |
O'Brien |
VISIS Private Wealth |
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Bridget |
Lamphee |
Addept Financial Strategists |
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Tony |
Sarai |
Modoras Financial Performance Solutions |
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Gordon |
Black |
Advisersure Financial Consultants |
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Ross |
Ledger |
Wealth Professionals |
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Michael |
Phillips |
MD Phillips & Associates Pty Ltd |
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Newcomer of the Year |
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Corey |
Wastle |
Verse Wealth |
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Phil |
Thompson |
Thompson Financial Services |
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Ray |
Jaramis |
Treysta Financial Life Management |
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Practice Principal of the Year |
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Anthony |
Stedman |
LifeTime Financial Group |
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Simon |
Davis |
VISIS Private Wealth |
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Jeff |
Thurecht |
Evalesco Financial Services |
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Matthew |
Ross |
Roskow Independent Advisory |
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Sebastian |
Mazza |
Wealth Depot Pty Ltd |
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Risk Adviser of the Year |
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Aaron |
Zelman |
MediBroker |
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Brad |
Figures |
TP Insurance Services |
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Jawad |
Ahmad |
Morgan Stanley |
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Katherine |
Hayes |
Tiffen & Co Insurance Services |
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Sebastian |
Mazza |
Wealth Depot Pty Ltd |
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Timothy |
van Doore |
Stream Financial |
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SMSF Adviser of the Year |
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Bridget |
Lamphee |
Addept Financial Strategists |
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Cameron |
Howlett |
Moran Howlett Financial Planning |
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Chris |
Morcom |
Hewison Private Wealth |
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Michael |
Phillips |
MD Phillips & Associates Pty Ltd |
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Sebastian |
Mazza |
Wealth Depot Pty Ltd |
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Shane |
Nicholas |
Innate Financial Services Group |
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Simon |
Curtain |
Hewison Private Wealth |
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Warren |
Hanna |
JBS Financial Strategists |
Company Awards
