ifa Excellence Awards 2017 winners revealed

The awards recognised the achievements of outstanding professionals and businesses in the independent and non-aligned financial advice sector, across 17 separate categories.

“The winners of the ifa Excellence Awards reflect the very best financial advice available to Australian consumers and we are honoured to recognise their achievements this evening,” said ifa managing editor Aleks Vickovich. “Thank you to our sponsors, judges, finalists, winners and attendees, all of whom are helping to create a more cohesive and positive IFA movement." 

The winners of the 2017 ifa Excellence Awards are: 

Innovator of the Year (Individual): Phil Thompson, Thompson Financial Services

Risk Adviser of the Year: Katherine Hayes, Tiffen & Co Insurance Services

SMSF Adviser of the Year: Shane Nicholas, Innate Financial Services Group

Dealer Group Executive of the Year: Philippa Sheehan, MyPlanner Professional               

New Licensee of the Year: Experience Wealth 

Client Service of the Year (Individual): Katherine Hayes, Tiffen & Co Insurance Services

Holistic Adviser of the Year: Michael Phillips, Phillips Family Office

Practice Principal of the Year: Jonathan Elliot, Collins SBA

Investment Adviser of the Year: Brett Evans, Atlas Wealth Management             

Innovator of the Year (Company): Map My Plan               

Client Service of the Year (Company): VISIS Private Wealth

Holistic Advice Firm of the Year: VISIS Private Wealth

Boutique Advice Firm of the Year: Momentum Planning

Goals-Based Adviser of the Year: Michelle Tate-Lovery, Unified Financial Services Pty Ltd

Dealer Group of the Year: InterPrac Financial Planning

Industry Thought Leader of the Year: Will Hamilton, Hamilton Wealth Management

ifa Excellence Award: Katherine Hayes, Tiffen & Co Insurance Services