Finalists revealed for ifa Excellence Awards 2016

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.

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 http://www.ifa.com.au/ifaawards

 

 

Individual Awards

Best Client Servicing – Individual
Adele Martin Experience Wealth
Cara Brett Bounce Financial
Grant Dougan VISIS Private Wealth
Katerina Sousalis Modoras Financial Performance Solutions
Sebastian Mazza Wealth Depot Pty Ltd
Troy Theobald Robina Financial Solutions
Warren Hanna JBS Financial Strategists
Industry Thought Leader of the Year
Aaron Zelman MediBroker
Grahame Evans GPS Wealth Ltd
James O’Reilly Verse Wealth P/L
Don Trapnell Synchron
Philippa Sheehan MyPlanner Australia Pty Ltd
Rod Bristow Infocus Wealth Management
Santi Burridge Implemented Portfolios Pty Ltd
Sue Viskovic Elixir Consulting
Innovator of the Year – Individual
Anthony Stedman LifeTime Financial Group
Brett Evans Atlas Wealth Management
Peter Sarai Modoras Financial Performance Solutions
Lea Schodel MHP Private Wealth
Patricia Garcia Patricia Garcia
Phil Thompson Thompson Financial Services
Philippa Sheehan MyPlanner Australia Pty Ltd
Simon Curtain Hewison Private Wealth
Investment Adviser of the Year
Bridget Lamphee Addept Financial Strategists
Cameron Howlett Moran Howlett Financial Planning
Chris Willaton Akambo Private Wealth
Glenn Fairbairn Hewison Private Wealth
Nathan Lear Hewison Private Wealth
Multi-service Practitioner of the Year
John O’Brien VISIS Private Wealth
Bridget Lamphee Addept Financial Strategists
Tony Sarai Modoras Financial Performance Solutions
Gordon Black Advisersure Financial Consultants
Ross Ledger Wealth Professionals
Michael Phillips MD Phillips & Associates Pty Ltd
Newcomer of the Year
Corey Wastle Verse Wealth
Phil Thompson Thompson Financial Services
Ray Jaramis Treysta Financial Life Management
Practice Principal of the Year
Anthony Stedman LifeTime Financial Group
Simon Davis VISIS Private Wealth
Jeff Thurecht Evalesco Financial Services
Matthew Ross Roskow Independent Advisory
Sebastian Mazza Wealth Depot Pty Ltd
Risk Adviser of the Year
Aaron Zelman MediBroker
Brad Figures TP Insurance Services
Jawad Ahmad Morgan Stanley
Katherine Hayes Tiffen & Co Insurance Services
Sebastian Mazza Wealth Depot Pty Ltd
Timothy van Doore Stream Financial
SMSF Adviser of the Year
Bridget Lamphee Addept Financial Strategists
Cameron Howlett Moran Howlett Financial Planning
Chris Morcom Hewison Private Wealth
Michael Phillips MD Phillips & Associates Pty Ltd
Sebastian Mazza Wealth Depot Pty Ltd
Shane Nicholas Innate Financial Services Group
Simon Curtain Hewison Private Wealth
Warren Hanna JBS 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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