ifa Excellence Awards 2023 | Momentum Media Australia | TBA

Our most anticipated awards program of the year, the ifa Excellence Awards, once again delivered an unparalleled awards program that identified the top businesses and professionals in the financial services industry across the nation.

Winning an ifa Excellence Award is a desirable accolade for both individuals and businesses seeking to forge their role in the finance industry and pinpoint professional development and innovation.

The awards are open to all businesses operating in Australia supporting the industry, from the profession’s most senior ranks through to its rising stars, from start-ups to established to transformed businesses.

Keen to get involved in 2023? Register your interest today to be among the first to know when submissions open.

2022 Winners

Individual

Client Outcome of the Year
• William Mackay, Mackay Private

Compliance Consultant of the Year
• Cheyenne Walker, Australian Independent Compliance Solutions

Goals-Based Adviser of the Year
• Ellie Fordham, Verse Wealth

Industry Thought Leader of The Year
• Ben Nash, Pivot Wealth

Investment Adviser of the Year
• Ben Travers, Prosperity Wealth Advisers

Newcomer of The Year
• Azaria Bell, Skye Wealth

Practice Principal of the Year
• Phil Thompson, Skye Wealth

Risk Adviser of the Year
• Kristian Zuza, Peak Wealth Management

Transformation of the Year - Individual
• Dawn Thomas, The Wealth Designers

ifa Excellence Award - Individual
• Christopher Morcom, Hewison Private Wealth

Client Servicing Individual of the Year
• Robert Rich, Endorphin Wealth

Dealer Group Executive of the Year
• Arthur Kallos, Spark Financial Group

Holistic Adviser of the Year
• Warren Strybosch, Find Group

Innovator of the Year - Individual
• Darren Steinhardt, Infocus

Marketing Consultant of the Year
• Lisa Greensill, Lisa Greensill

Paraplanner of the Year
• Bianca Hodgkins, Stratus Financial Group

Regional Adviser of the Year
• Ian Byrne, Evolution Financial

SMSF Adviser of the Year
• Christopher Morcom, Hewison Private Wealth

Young Adviser of the Year (30 years or under)
• Cara Williams, Sufficient Funds

Group

Client Servicing Company of the Year
• Goodman Private Wealth

Digital Advice Strategy of the Year
• Otivo

Innovator of the Year - Company
• Vanguard Australia

Self-Licensed Firm of the Year
• Walshs

Transformation of the Year - Company
• Fintor

ifa Excellence Award - Company
• Lifespan Financial Planning

Dealer Group of the Year
• Lifespan Financial Planning

Holistic Advice Firm of the Year
• The Hopkins Group (THG)

Marketing Program of the Year
• Pivot Wealth

Training and Education Provider of the Year
• Aged Care Steps

Wellness Program/Initiative of the Year
• Apt Wealth Partners