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. 2017 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
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
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
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
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
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