Women in Financial Services Awards 2018



The Women in Financial Services awards celebrate financial services professionals who have delivered excellent performance in their respective fields and contributed to the advancement of women in both their organisations and the industry.


The awards are divided into two groups for achievement and advocacy. 

ACHIEVEMENT AWARDS acknowledge women who have excelled professionally in their fields within financial services. Our expert judging panel will use their considerable industry experience to evaluate what defines ‘performance’ within each award category in this group.

  • Financial Planner of the Year
  • Investment Professional of the Year
  • Superannuation Executive of the Year
  • Funds Management Executive of the Year
  • Life/Risk Insurance Executive of the Year
  • BDM of the Year
  • Marketing/Communications Professional of the Year
  • Innovator of the Year


ADVOCACY AWARDS reward financial services professionals, regardless of gender, who have proactively helped advance women within the industry. They could have, for example, supported women into senior positions or helped create a female-friendly work environment and culture.

  • Mentor Award
  • Employer of the Year
  • Advocate of the Year


We also have two awards that stand above all the categories

  • Rising Star (8 years or less in the industry)
  • Woman of the Year


Event details:

Date:6 September 2018
Time:  6.00pm to late
VenueFour Seasons Hotel, Sydney
Dress Code: Lounge Suit


Entertainment on the night by Brown Sugar



View Finalists

Financial Planner of the Year

Anne Graham, Story Wealth Management

Dominique Bergel-Grant, Leapfrog LIFE

Barie Barolli, Commonwealth Financial Planning

Felicity Cooper, Cooper Wealth Management

Dawn Thomas, Wealthwise

Joanna Ryan, Lumix Wealth

Sarah Donald, Henry Financial Group

Simone Vanden-Driesen, Leishman Financial Services

Maggie Tagg, Citadel Wealth Solutions


Sponsored by:

Investment Professional of the Year

Angela Ashton, Evergreen Consultants

Kim Bowater, Frontier Advisors

Nikki Panagopoulos, Australian Unity


Sponsored by:




Superannuation Executive of the Year

Quyen Truong, WA Super

Jennifer Dean, Aon Australia

Sharnie Barabas, Australian Catholic Superannuation


Sponsored by:

Funds Management Executive of the Year

Cheree Pedley, La Trobe Financial

Kathleen Yeung, Qualitas

Life/Risk Insurance Executive of the Year

Tracey Crowe, BT Financial Group

Fiona Macgregor, TAL

Melissa Heyhoe, MLC Life Insurance

BDM of the Year

Blanca Altamirano, BT Financial Group

Amy Parsons, TAL

Aisha Wenham, Colonial First State

Scarlett Dorney, BlackRock

Veri Gravina, BT Financial Group

Louisa Chin, Colonial First State

Jeannene O'Day, CFSGAM

Marketing/Communications Professional of the Year

Kelly Brown, ANZ Wealth

Madeleine Gasparinatos, Grow Super

Caterina Nesci, La Trobe Financial

Zoe Winther, Pickford Media

Innovator of the Year

Natasha Fenech, SuperConcepts

Samantha Clarke, Advice RegTech

Rebecca Firns, Compare Your Life

Mentor Award

Jamie Luxton, Wealthwise

Joseph Hoe, Wealthwise

Sally Melbourne, Australian Unity

Employer of the Year





Rice Warner

Aspire Retire

Advocate of the Year

Bev Christou, La Trobe Financial

Mary Delahunty, HESTA

Anne Hoare, TAL

Dawn Thomas, Wealthwise

Rising Star

Hayley Pilkington, Sinclair Wilson

Celine Ng, TAL

Jorden Lam, HESTA

Deline Jacovides, Aspire Retire

Azaria Bell, Stonehouse Group

Sunitha Chamala, Elston

Donna Nicklin, Ignition Wealth

Leonie Dawson, Bridges Financial Services

Mariana Subasic, Tribeca Financial