IFA Excellence Awards 2021 | Momentum Media Pty Ltd | 10 August 2021 | Four Seasons Hotel Sydney, 199 George St, Sydney NSW 2000, Australia

Stand Out In A Competitive Marketplace
Set yourself apart and strengthen your position in the industry by elevating your personal brand with these awards. Be recognised as one of Australia’s top independent financial advisers and gain the credibility to unlock new career opportunities.

Boost Your Credibility In Your Local Market
Reap the rewards of PR opportunities and promotion across Australia’s top, high-profile independent financial adviser publication, ifa, that will help you thrive beyond the awards. Winners will be given the opportunity for press coverage, interviews, professional photos and exclusive collateral, making it easy for you to promote yourself or your business as one of Australia’s best in the industry.

Gain Valuable Advice For Growth And Development
Use the submission criteria as a tool to thoroughly analyse your business or your career. Utilise this experience to set new goals and personal bests as well as set a benchmark to improve the bottom line.

ifa has created an awards program that bestows the industry’s most prestigious accolades recognising excellence across the entire industry for Australian independent financial advice. The awards pinpoint professional development and innovation, showcasing both the individuals and firms who are leading the way in the industry. Award recipients represent a cross-section of the industry, recognising the contributions of the profession’s most senior ranks through to its rising stars.

2020 Winners

INDIVIDUAL AWARDS

Investment Adviser Of The Year:
• James Weir, Steward Wealth

Dealer Group Executive Of The Year:
• Eugene Ardino, Lifespan Financial Planning

Smsf Adviser Of The Year:
• Martin McGrath, Financial Edge Group

Regional Adviser Of The Year:
• Shannon Smit, SMART Business Solutions

Client Servicing Individual Of The Year:
• Corey Wastle, Verse Wealth

Client Outcome Of The Year:
• Lyndon Holland, CBD Risk Management Services

Compliance Consultant Of The Year:
• Cheyenne Walker, Australian Independent Compliance Solutions

Goal-based Adviser Of The Year:
• Glenn Malkiewicz, Endorphin Wealth Management

Holistic Adviser Of The Year:
• Warren Strybosch, Find Wealth

Industry Thought Leader Of The Year:
• Will Hamilton, Hamilton Wealth Partners

Innovator Of The Year - Individual:
• Rachael Ooi, Your Wealth Consultants

Marketing Consultant Of The Year:
• Genevieve Lawton, Capital Partners Private Wealth Advisers

Newcomer Of The Year:
• Daniel Donovan, Verse Wealth

Paraplanner Of The Year:
• Kurt Ford, Your Wealth Consultants

Practice Principal Of The Year:
• Simon Davis, VISIS Private Wealth

Risk Adviser Of The Year:
• Craig Bigelow, True Pride

Transformation Of The Year - Individual:
• Ben Travers, Infinity Financial Advisors

Young Adviser Of The Year (Under 30):
• Samuel Fenning, Advise Wise

Ifa Excellence Award - Individual:
• Will Hamilton, Hamilton Wealth Partners

GROUP AWARDS:

Dealer Group Of The Year:
• Morgans

Self-licensed Firm Of The Year:
• Hewison Private Wealth

Client Servicing Company Of The Year:
• Hamilton Wealth Partners

Holistic Advice Firm Of The Year:
• Stratus Financial Group

Innovator Of The Year - Company:
• Map My Plan

Marketing Program Of The Year:
• SMART Business Solutions

Training And Education Provider Of The Year:
• Aged Care Steps

Transformation Of The Year - Company:
• Finnacle

Wellness Program/initiative Of The Year:
• Map My Plan

Ifa Excellence Award - Company:
• Aged Care Steps