Finalists unveiled at first-ever Australian Wealth Management Awards

Momentum Media’s wealth publishing network, encompassing ifa, InvestorDaily, SMSF Adviser, Money Management, and Super Review, is launching the first-ever Australian Wealth Management Awards, to take place on Wednesday, 8 May 2024 at The Star in Sydney. Click here to buy tickets.

In a pioneering initiative, the Australian Wealth Management Awards is bringing together every sector of the industry to celebrate excellence in asset management, superannuation, SMSF, financial advice, and advice technology.

ifa is pleased to reveal that 263 members of the financial services industry have been chosen as this year’s finalists.

The awards feature 239 group finalists and 24 individual finalists, including Financial Adviser of the Year and Young Adviser of the Year (35 years or younger).

Click here to view the full list of finalists.

The Australian Wealth Management Awards champions excellence in the dynamic wealth management industry and identify top businesses and professionals across Australia.

The inaugural gala black-tie awards ceremony also offers attendees a unique opportunity to network with industry leaders, fund managers, financial advisers, custodians, and peers from super funds, insurance firms, innovative tech companies and dealer groups.

Finalists invited to send submissions

All finalists must support their participation in the awards with a five-minute video submission, highlighting key performance indicators connected with their market specialisation.

Submissions are limited to finalists of the Australian Wealth Management Awards only.

Click here to submit your video by Thursday, 21 March 2024.

Finalists are also encouraged to provide supporting information along with adviser testimonials if relevant.

A panel of industry stakeholders (including leading advisers from the ifa Excellence Awards) and interconnected professionals (including the Momentum Media wealth management editorial leadership team) will assess the submissions and all related information to determine the winners for each category.

Winners of the adviser-focused categories will be determined by a panel of industry representatives and corporate judges, as well as the editorial leadership team.

Why submit into the awards

Winning an Australian Wealth Management Award is a desirable accolade for both individuals and businesses alike, serving as a milestone in the financial services industry journey and a testament to ongoing commitment to professional development and innovation.

Finalists were determined through comparative assessment against key criteria, including performance, brand recognition, editorial engagement across Momentum Media wealth management media assets, adviser sentiment and surveys over the previous 12 months. Click here to view the methodology.

Submit your video by Thursday, 21 March 2024 for your chance to be recognised for your capabilities on a national stage.

Winners will be announced at the first-ever Australian Wealth Management Awards 2024 gala black-tie ceremony on Wednesday, 8 May 2024 at The Star in Sydney. Click here to buy tickets.

Click here to view the list of finalists.

For more information about the awards program, click here.