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Organizer Momentum Media Australia
Region APAC

ifa created the ifa Excellence 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 that are leading the way in the industry.

Recognising the contributions of the profession’s most senior ranks through to its rising stars, from start-ups to established to transformed businesses, this is your chance to take the first step to being recognised as one of Australia’s leaders in independent financial advice!

Register your interest today to take part in 2022.

Past winners

2021 Winners

Individual Awards

Client Outcome of the Year
• Corey Wastle, Verse Wealth

Client Servicing individual of the Year
• Kristopher Meuwissen, Wealtheon

Compliance Consultant of the Year
• William Candiloro, Fortum Private Wealth

Dealer Group Executive of the Year
• Eugene Ardino, Lifespan Financial Planning

Goals-Based Adviser of the Year
• Shannon Smit, SMART Business Solutions Financial Planning

Holistic Adviser of the Year
• James Marshall, Stratus Financial Group

Industry Thought Leader of the Year
• Glen Hare, Fox & Hare

Innovator of the Year - Individual
• Ben Nash, Pivot Wealth

Investment Adviser of the Year
• Marshall Brentnall, Evalesco Financial Services

Marketing Consultant of Year
• Vivienne Bethune, SMART Business Solutions Financial Planning

Newcomer of the Year
• Kristian Zuza, Peak Wealth Management

Paraplanner of the Year
• Kim Mooney, Hunter Wealth Management

Practice Principal of the Year
• Martin McGrath, Financial Edge Group

Regional Adviser of the Year
• Ian Byrne, Evolution Financial

Risk Adviser of the Year
• Dan Blatch, IMFG

SMSF Adviser of the Year
• Liam Shorte, Verante

Transformation of the Year
• Daniel Jackson, Modern You Financial Planners

Young Adviser of the Year (30 years or under)
• Pierce Hanlen, Hewison Private Wealth

Wellness Program/ Inititaitve of the Year
• Viridian Advisory

ifa Excellence Award – Individual
• Corey Wastle, Verse Wealth

Group Awards

Client Servicing Company of the Year
• Peak Wealth Management

Dealer Group of the Year
• Lifespan Financial Planning

Holisitic Advice Firm of the Year
• Stratus Financial Group

Innovator of the Year - Company
• XY Adviser

Marketing Program of the Year
• Fox & Hare

Self-Licensed Firm of the Year
• Stanford Brown

Training and Education provider of the Year
• Deakin University

Transformation of the year - Company
• Hamilton Wealth Partners

ifa Excellence Award – Company
• Deakin University