A decade of recognising advisers: Winners crowned at ifa Excellence Awards

IFA financial advice awards

6 December 2023
| By Malavika |
image
image image
expand image

Money Management’s sister brand ifa proudly marked a decade of celebrating excellence in financial advice by honouring more than 30 winners at this year’s awards ceremony.

Money Management’s sister brand ifa proudly marked a decade of celebrating excellence in financial advice by honouring more than 30 winners at this year’s awards ceremony.

Over 375 members of the financial services industry attended the 10th annual ifa Excellence Awards ceremony tonight (6 December) at the Four Seasons in Sydney, held with support from principal partner Padua.

The ceremony shone a spotlight on the achievements of the best and brightest individuals and practices operating in the Australian independent financial advice sector.

A total of 31 winners were chosen out of 248 finalists, who competed across 18 individual and 11 group submissions-based categories. The highest-scoring individual and group winners were also presented with the coveted Excellence Award.

Click here to view the full list of winners.

The Excellence Award – Individual was conferred to Dawn Thomas, senior wealth adviser at The Wealth Designers. Ms Thomas was named Individual Thought Leader of the Year earlier in the evening.

Melbourne-based financial services company The Hopkins Group won the Excellence Award – Company at this year’s ceremony after clinching the Holistic Advice Firm of the Year trophy.

The practice provides a range of services including financial planning, finance and mortgage broking, property management, investment and advice, SMSF management, and tax preparation and accounting.

The awards ceremony also presented an opportunity for members of the financial advice sector to network with their peers and industry leaders.

Australian comedian, television presenter and member of the satirical team The Chaser Julian Morrow was the emcee and provided entertainment and laughter throughout the evening.

Commenting on the winners, ifa editor Maja Garaca Djurdjevic said: “I would like to congratulate all the winners and thank everyone that joined us at our 10th annual Excellence Awards.

“We were honoured to celebrate the outstanding achievements of advisers right across the country whose hard work, dedication and innovation have led the way for the industry.

“By uniting and advocating for advisers and financial services firms, we aim not only to acknowledge deserving contributions but also to ignite inspiration for the upcoming wave of aspiring professionals in the realm of financial advice.”

Since launching in 2014, the awards program has become the benchmark for excellence, showcasing the depth of talent among Australia’s leading independent financial advisers and their practices. 

The program simultaneously affirms the sector’s essential role in supporting the expansion of Australia’s economy.

The awards were open to all businesses operating in Australia supporting the industry, from senior executives to young advisers, newcomers, paraplanners, and marketing consultants, along with advice practices, and training and education providers.

Money Management and ifa would like to thank the award partners for their invaluable support, including:

Principal partner: Padua

Platinum partner: FTSE Russell

Gold partners: Association of Independently Owned Financial Professionals, Lifespan Financial Planning, Lonsec, and Mortgage Choice (part of REA Group)

Research partner: Agile Market Intelligence

Charity partner: Invictus Australia

Click here to view the full list of this year’s winners.

For more information about the awards ceremony, click here.
 

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

2 weeks ago

Interesting. Would be good to know the details of the StrategyOne deal....

2 weeks 5 days ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

1 month 1 week ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

2 weeks 3 days ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

2 weeks 3 days ago

The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients....

2 weeks ago

TOP PERFORMING FUNDS