The ultimate winners would be those who not only provided clients with excellent results and service, but also went above and beyond in what they offered their workplaces, communities and the industry.
These finalists join the list of the finalists in the funds categories that had already been announced, which were determined by Lonsec. The research house would determine the winners of these, while the victors of the categories announced this week would be decided by a panel of industry experts.
All winners would be announced and celebrated at the awards night at the Sofitel Sydney Wentworth on 16 May. Tickets for the renowned event are available here.
The finalists are:
Financial Planner of the Year
Brad Fensom, Australian Unity Personal Financial Services
Felicity Cooper, Cooper Wealth Management
Frances Easton, Alman Partners
James Ridley, Atlas Wealth Management
Phillip Richards, Endorphin Wealth Management
Shane Light, The Hopkins Group
Paraplanner of the Year
Chris Cynkar, RSM Financial Services
Mellissa Edwards, Paraplanner.com.au
Eric Galiatsatos, Paraplanner.com.au
Angela Richards, Paraplanner.com.au
Taiki Yasushima, Strategy First Financial Planning
Business Development Manager of the Year
VIC
Damian Casey, Fidante Partners
Ravi Verma, OpenInvest
Simon Brody, Millennium3 Financial Services
WA
Chris Murphy, TAL
Veri Gravina, BT Financial Group
NSW/ACT
Brett Madigan, NEOS Life
Reuban Siva, Walsh & Company
SA/NT/QLD
Dean Campbell, JBWere
Jade Custance, TAL
Young Achiever of the Year
Charis Campbell, Macquarie
Phillip Richards, Endorphin Wealth Management
Zacary Leeson, HPH Solutions
James Ridley, Atlas Wealth Management
