The winners of the fifth annual ifa Excellence Awards have been announced in a ceremony in Sydney on Friday night.
The awards recognised the achievements of outstanding professionals and businesses in the independent and non-aligned financial advice sector, across 22 separate categories.
Newcomer of the Year went to Robert Rich from Endorphin Wealth Management and Best New Licensee went to dozzi Financial Advice.
Hard Line Wealth won Innovator of the Year – Company and innovator of the Year – Individual went to Zuraida Ariffin from Zuraida Ariffin Wealth Creation.
Risk Adviser of the Year, for the second year in a row, was Katherine Hayes from Tiffen & Co Insurance Services and Dealer Group of the Year for the second year was InterPrac Financial Planning.
Also for the second year,Holistic Adviser of the Year was Michael Phillips from Phillips Family Office and Holistic Advice Firm of the Year was VISIS Private Wealth.
For a full list of winners, please visit the Awards website.
Among the most significant issues within its regulatory remit, ASIC has highlighted unsuitable superannuation advice ...
The risk of a PY adviser leaving once they complete their training is a considerable roadblock for many advice firms, ...
Despite being heralded as the cure for advice inaccessibility, industry consultants say low take-up of digital advice ...
Never miss the stories that impact the industry.
Get the latest news! Subscribe to the ifa bulletin