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Some of Australia’s best non-aligned financial advice practitioners and businesses have been recognised as finalists in the prestigious 2016 ifa Excellence Awards.

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 luncheon on 12 August at Sofitel Sydney Wentworth. For more information or to book your ticket, visit https://www.ifa.com.au/ifaawards

Individual Awards

Best Client Servicing – Individual
AdeleMartinExperience Wealth
CaraBrettBounce Financial
GrantDouganVISIS Private Wealth
KaterinaSousalisModoras Financial Performance Solutions
SebastianMazzaWealth Depot Pty Ltd
TroyTheobaldRobina Financial Solutions
WarrenHannaJBS Financial Strategists
   
Industry Thought Leader of the Year
AaronZelmanMediBroker
GrahameEvansGPS Wealth Ltd
JamesO’ReillyVerse Wealth P/L
DonTrapnellSynchron
PhilippaSheehanMyPlanner Australia Pty Ltd
RodBristowInfocus Wealth Management
SantiBurridgeImplemented Portfolios Pty Ltd
SueViskovicElixir Consulting
   
Innovator of the Year – Individual
AnthonyStedmanLifeTime Financial Group
BrettEvansAtlas Wealth Management
PeterSaraiModoras Financial Performance Solutions
LeaSchodelMHP Private Wealth
PatriciaGarciaPatricia Garcia
PhilThompsonThompson Financial Services
PhilippaSheehanMyPlanner Australia Pty Ltd
SimonCurtainHewison Private Wealth
   
Investment Adviser of the Year
BridgetLampheeAddept Financial Strategists
CameronHowlettMoran Howlett Financial Planning
ChrisWillatonAkambo Private Wealth
GlennFairbairnHewison Private Wealth
NathanLearHewison Private Wealth
   
Multi-service Practitioner of the Year
JohnO’BrienVISIS Private Wealth
BridgetLampheeAddept Financial Strategists
TonySaraiModoras Financial Performance Solutions
GordonBlackAdvisersure Financial Consultants
RossLedgerWealth Professionals
MichaelPhillipsMD Phillips & Associates Pty Ltd
   
Newcomer of the Year 
CoreyWastleVerse Wealth
PhilThompsonThompson Financial Services
RayJaramisTreysta Financial Life Management
   
Practice Principal of the Year
AnthonyStedmanLifeTime Financial Group
SimonDavisVISIS Private Wealth
JeffThurechtEvalesco Financial Services
MatthewRossRoskow Independent Advisory
SebastianMazzaWealth Depot Pty Ltd
   
Risk Adviser of the Year
AaronZelmanMediBroker
BradFiguresTP Insurance Services
JawadAhmadMorgan Stanley
KatherineHayesTiffen & Co Insurance Services
SebastianMazzaWealth Depot Pty Ltd
Timothyvan DooreStream Financial
   
SMSF Adviser of the Year
BridgetLampheeAddept Financial Strategists
CameronHowlettMoran Howlett Financial Planning
ChrisMorcomHewison Private Wealth
MichaelPhillipsMD Phillips & Associates Pty Ltd
SebastianMazzaWealth Depot Pty Ltd
ShaneNicholasInnate Financial Services Group
SimonCurtainHewison Private Wealth
WarrenHannaJBS Financial Strategists

Company Awards

Best Client Service – Company
Principal Edge Financial Services
VISIS Private Wealth
Modoras Financial Performance Solutions
JBS Financial Strategists
Life Financial Planner
Infocus Wealth Management
Momentum Planning
Henderson Maxwell
 
Best New Licensee
Escala Partners
Shartru Wealth
Flinders Wealth
Australian Advice Network
 
Boutique Group of the Year
YOLO Financial Services
Hewison Private Wealth
Principal Edge Financial Services
VISIS Private Wealth
Main Street Financial Solutions
Stanford Brown
Moran Howlett Financial Planning
Stream Financial
 
Dealer Group of the Year
GPS Wealth Ltd
Infocus Wealth Management
Dover Financial Advisers
MyPlanner Australia Pty Ltd
 
Innovator of the Year
YOLO Financial Services
Atlas Wealth Management
Main Street Financial Solutions
Infocus Wealth Management
Map My Plan
SelfWealth
Experience Wealth
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