Australian Wealth Management Awards reveal finalists for 2025
The finalists for the 2025 Australian Wealth Management Awards have been revealed, shining a spotlight on the top performers and rising stars across the nation’s wealth sector.
Across 35 award categories, a total of 190 professionals and businesses have made the shortlist, including standout financial advisers, fund managers, wealth tech innovators, and senior executives shaping the future of finance.
Hosted by Momentum Media’s wealth publishing network, including Super Review, InvestorDaily, ifa, SMSF Adviser and Money Management, and run in partnership with principal partners Metrics, this year’s Australian Wealth Management Awards celebrate excellence and innovation across the wealth management landscape, from boutique firms to industry giants.
“This year’s finalists reflect the strength and diversity of Australia’s wealth community,” said Maja Garaca Djurdejvic, managing editor of wealth management at Momentum Media. “It’s about recognising not just leadership at the top, but also the emerging talent and transformational work being done across the board.”
The program is designed to reflect the full breadth of the sector, acknowledging both individual and team excellence across advice, asset management, superannuation, innovation, and more.
Being named a finalist is more than just a nod of recognition, it represents a mark of credibility and career distinction in a highly competitive industry.
Click here to see the full list of finalists.
The winners will be announced at the black-tie gala ceremony on Friday, 22 August 2025, at the Sofitel Wentworth in Sydney. Click here to buy tickets.
The awards program will unite the brightest minds in wealth management and provide a unique opportunity for attendees to network among industry leaders, peers, and colleagues while celebrating excellence.
To learn more about the awards program, click here.
Recommended for you
While SMAs may boost adviser efficiency, an adviser has suggested that widespread use could leave some clients in a worse position while also reducing the individuality of their service.
Three advice firms – Talem, Assure and Plenary Wealth – have merged to create a Sydney-based advice business.
Sophie Chen has begun her role as executive director at Sequoia Financial Group, responsible for implementing the firm's strategy in Asia-Pacific as the group looks to cross-border partnerships.
While model figures provide valuable insights on how advisers can draw benefits from managed accounts, Zenith’s head of portfolio solutions has argued that professional judgement and quality research are key to successful implementation.

