Finalists revealed for ifa Excellence Awards 2017
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1 Finalists revealed for ifa Excellence Awards 2017 IFA TEAM - 09:51 AM, 28 Jul 2017 Some of Australia s best independent, boutique and nonaligned financial advice practitioners and businesses have been recognised as finalists in the prestigious 2017 ifa Excellence Awards. Now in its fourth year, the ifa Excellence Awards are the benchmark for success for members of the independent and non-institutional financial advice community, as well as their supporters and trusted service providers. In addition to the existing awards, a number of new categories have been introduced in 2017, including Goals-Based Adviser of the Year, Holistic Adviser of the Year and Dealer Group Executive of the Year. The winners will be announced at The Star, Sydney on 7 September Finalists COMPANY Best Client Servicing of the Year Company Akambo Private Wealth Atlas Wealth Management Hamilton Wealth Management Hewison Private Wealth Innate Financial Services Group MEDIQ Financial Services RSM Financial Services VISIS Private Wealth Yarra Wealth
2 Best New Licensee of the Year Experience Wealth Collins SBA Boutique Advice Firm of the Year Capital Partners Private Wealth Advisers Hewison Private Wealth Intralink Wealth Management Koda Capital Momentum Planning Principal Edge Financial Services Stanford Brown Strategy First Financial Planning Pty Ltd VISIS Private Wealth Dealer Group of the Year Advice Evolution Dover Financial Advisers Fortnum Financial Advisers GPS Wealth InterPrac Financial Planning MyPlanner Professional Shartru Wealth Management Holistic Advice Firm of the Year Collins SBA Endorphin Wealth Management Innate Financial Services Group MEDIQ Financial Services
3 Phillips Family Office Shartru Wealth Management VISIS Private Wealth YOLO Financial Services Innovator of the Year Company Advice Evolution Collins SBA Map My Plan myonlineadvisers SelfWealth Shartru Wealth Management WealthO2 INDIVIDUAL Best Client Servicing of the Year Individual Ravi Agarwal, MEDIQ Financial Services Grant Dougan, VISIS Private Wealth Gail Gadd, Gail Gadd Financial Planning, a member of Lifespan Katherine Hayes, Tiffen & Co Insurance Services James Kenny, Dolfinwise Jane Larkin, DKM Group Yves Schoof, Affluence Private Wealth Ashley Woods, Woods & Partners Pty Ltd Dealer Group Executive of the Year Grahame Evans, GPS Wealth Michael Gershkov, InterPrac Financial Planning David Harris, Advice Evolution
4 Philippa Sheehan, MyPlanner Professional Joel Taylor, Fortnum Financial Advisers Goals-Based Adviser of the Year James Kenny, Dolfinwise Jason McFadden, JPM Financial Planning & Direction Advice Group Lynda McKie, Elston Private Wealth Mas Pourgholami, YOLO Financial Services Michelle Tate-Lovery, Unified Financial Services Pty Ltd James Walker-Powell, More4Life Financial Services Holistic Adviser of the Year Andrew Black, YOLO Financial Services Luke Broxton, Akambo Private Wealth James Kenny, Dolfinwise Bridget Lamphee, Lamphee Financial Advisors Pty Ltd Shane Nicholas, Innate Financial Services Group Michael Phillips, Phillips Family Office Phillip Richards, Endorphin Wealth Management Phil Thompson, Thompson Financial Services James Walker-Powell, More4Life Financial Services Industry Thought Leader of the Year Christopher Blaxland-Walker, ClearView Wealth Limited Daniel Brammall, Independent Financial Advisers Australia Steve Crawford, Experience Wealth Peita Diamantidis, Caboodle Financial Services Will Hamilton, Hamilton Wealth Management Matt Heine, netwealth
5 Fraser Jack, Advice RegTech Wayne Leggett, Paramount Financial Solutions Philippa Sheehan, MyPlanner Professional Phil Thompson, Thompson Financial Services Innovator of the Year Individual Simon Curtain, Hewison Private Wealth James Sutherland, myonlineadvisers Phil Thompson, Thompson Financial Services Hugh Touchai, Wealth Road Financial Planning Investment Adviser of the Year Mirko Cugura, Innate Financial Services Group Brett Evans, Atlas Wealth Management Glenn Fairbairn, Hewison Private Wealth Bridget Lamphee, Lamphee Financial Advisors Pty Ltd Jane Larkin, DKM Group Jason McFadden, JPM Financial Planning Bernard O'Connor, Akambo Private Wealth Troy Theobald, Robina Financial Solutions Practice Principal of the Year Patrick Anwandter, Strategy First Financial Planning Pty Ltd Jonathan Elliot, Collins SBA Andrew Hewison, Hewison Private Wealth Anthony Kapetanovic, Akambo Private Wealth Anthony Stedman, Lifetime Financial Group Timothy van Doore, Stream Financial Risk Adviser of the Year
6 Caesar Abdalla, FW Partners Eddie Bell, Perks Wealth Management Katherine Hayes, Tiffen & Co Insurance Services Adrian Loadsman, MEDIQ Financial Serena West, Capital Partners Private Wealth Advisers Darko Zigic, Robina Financial Solutions SMSF Adviser of the Year Cameron Howlett, Moran Howlett Financial Planning Bridget Lamphee, Lamphee Financial Advisors Pty Ltd Chris Morcom, Hewison Private Wealth Shane Nicholas, Innate Financial Services Group Michael Phillips, Phillips Family Office
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The Compass Group at Morgan Stanley Smith Barney Naples and Marco Island Florida 8889 Pelican Bay Blvd. Suite 300, NAPLES, FL 34108 239-449-7859 / MAIN 800-237-8686 / TOLL-FREE 239-449-7850 / FAX http://fa.morganstanleyindividual.com/carusozapalski/
Steve Hamilton, J.D., CLU, ChFC Director, Advanced Consulting Group Nationwide
Steve Hamilton, J.D., CLU, ChFC Director, Advanced Consulting Group Nationwide Email: hamils25@nationwide.com Direct: 614.249.0935 Steve has over 30 years of experience in the financial services industry.
Moore Thompson: the corporate finance experts
Moore Thompson: the corporate finance experts www.moorethompson.co.uk Let s talk about corporate finance... To keep your business running efficiently and effectively, there are times when you will need
CeQur establishes Wales subsidiary
FOR IMMEDIATE RELEASE CeQur establishes Wales subsidiary -- Arthurian Life Sciences investment helps bring to market world s first three-day simple insulin infusion device for type 2 diabetes -- LUCERNE,
Louisiana School Employees Retirement System Investment Committee Meeting
Louisiana School Employees Retirement System Investment Committee Meeting Monday, July 10, 2006 9:00 a.m. The Louisiana School Employees Retirement System s Board Investment Committee convened in the boardroom
The Fortress Group at Morgan Stanley
The Fortress Group at Morgan Stanley 1 PENN PLAZA, 43RD FL NEW YORK, NY 10119 212-643-5781 / MAIN 800-223-4565 / TOLL-FREE 212-714-2546 / FAX http://www.morganstanleyfa.com/thefortressgroup lane.h.katz@ms.com
Results for Event #1 $340 No Limit Hold'em $100,000 Guaranteed
Results for Event #1 $340 No Limit Hold'em $100,000 Guaranteed Outside the foliage is turning into lovely shades of brown, orange and yellow, but inside the bestbet Jacksonville the only color on anyone
SWEETWATER HOSPITAL VS BRENT MARK BEAVERS CAPITAL ONE BANK VS ROBERT R BLEDSOE C & F FINANCE COMPANY VS KENNETH BRADSHAW (ET AL.) 61GS CV-290
Date: 3/2/2009 4:13 pm Meigs County General Sessions Court - P. O. Box 205 Decatur, TN 37322 Page 1 of 11 User: brandi Civil Court Docket Sorted By: Hearing Date/Time-Party Selected By: 03/03/2009 9:00AM
EY announces finalists for the EY Entrepreneur Of The Year 2015 in Florida
MEDIA CONTACT: Suzie Boland RFB Communications Group 813-259-0345 sboland@rfbcommunications.com EY announces finalists for the EY Entrepreneur Of The Year 2015 in Florida TAMPA, Fla. (May 5, 2015) EY today
Wealth Planning Investment Management Insurance for Family and Business
Wealth Planning Investment Management Insurance for Family and Business Our Story Because we knew we could do better for our clients As two established Financial Advisors from Merrill Lynch, we set out