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2024 Finalists

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Best Financial Adviser

Amie Baker, Rekab Advice
Azaria Bell, Skye Wealth
John Cachia, Thriving Wealth
Natalia Clack, Easy Super
Glen Hare, Fox & Hare
Christine Lusher, Lush Wealth
Christine Morgan, Financial Framework
Ben Nash, Pivot Wealth
Darren Steinhardt, Infocus Wealth Management
Dawn Thomas, The Wealth Designers
Phil Thompson, Skye Wealth
Elliot Watson, Elliot Watson Financial Planning

Best Young Adviser (35 years or younger)

Azaria Bell, Skye Wealth
William Cant, Ally Wealth Management
Jessica Deamer, Crest Financial Services
Tegan Del Moro, Insight Wealth Planning
Zakari Glatthor, Evolution Financial
Rocky Johnston, Prosperity Wealth Advisers
Suganesh Kumanan, YTM Financial Planning
Yanni Mavrikis, Grimsey Wealth
Robin Sandover, The Wealth Designers
Toby Shabtay, Pivot Wealth
Angus Taylor, Sheffield Financial
Aaron Wijesinghe, Pivot Wealth

Best ETF Provider

Fidelity International
Global X
J.P. Morgan Asset Management
Macquarie Asset Management
Perpetual
PIMCO
Russell Investments
State Street Global Advisors SPDR
Vanguard Australia
VanEck

Best Alternative Asset Manager

AltX
Clearbridge
Franklin Templeton
Hamilton Lane
Janus Henderson
J.P. Morgan Asset Management
L1 Capital
Metrics Credit Partners
Pengana Capital Group
PIMCO

Best Client Servicing Advice Company

ActOn Wealth
Centaur Financial Services
Hamilton Wealth Partners
Insight Private Wealth
Olive Grove Financial Advice
Oxlade Financial
Skye Wealth
Sufficient Funds
The Wealth Designers
Wealtheon

Best Custodian

BNP Paribas
Citi Security Services
HSBC
J.P. Morgan Asset Management
Northern Trust
State Street Bank and Trust

Best Education Program for Advisers

BT Financial Group
Centrepoint Alliance
Elixir, powered by VBP
FAAA
Heffron
Kaplan Professional
Smarter SMSF
SMSF Association
TAL

Best Equity Asset Manager (Global and Domestic)

Allan Gray
American Century Investments
Ausbil Investment Management
Fidelity
First Sentier Investors
Franklin Templeton
L1 Capital International
Macquarie Asset Management
Milford
T. Rowe Price

Best Financial Planning Software

Advice Intelligence (GBST)
Adviser Logic
Asendium
Astute Wheel
DASH Technology Group
Integrated Portfolio Solutions
Iress - Xplan
Midwinter
moneyGPS
Padua

Best Fixed Income Asset Manager

Capital Group
Challenger
FIIG
Franklin Templeton
Macquarie
Metrics Credit Partners
Perpetual
PIMCO
T. Rowe Price
UBS Asset Management

Best Independent Dealer Group (Including Specialist and Boutique)

Allied Wealth
Australian Mortgage and Financial Advisers
Beryllium Advisers
Centrepoint Alliance
Finchley & Kent
GPS Wealth
Infocus Wealth Management
Lifespan Financial Planning
SMSF Adviser Network

Best Index Provider

ASX
FTSE Russell, LSEG
MSCI
Morningstar
Nasdaq OMX Group
S&P Dow Jones
Solactive

Best Investment Research Firm

CoreData
Lonsec
Mercer Insights
Morningstar Research
SQM Research
Zenith Investment Partners

Best Licensee-Owned Dealer Group

AMP Financial Planning
Canaccord Securities / Patersons Securities
Count Financial
Godfrey Pembroke (MLC & NAB)
Insignia Financial
MLC Advice
Morgans Financial Limited
Shadforth Financial Group

Best Platform

AMP - North
BT Panorama
Colonial First State
HUB24
Insignia Financial - Expand
Macquarie Wrap
Mason Stevens
Netwealth
Praemium

Best Real Estate and Infrastructure Asset Manager

Centuria Capital Group
Charter Hall
Clearbridge
Cromwell Funds Management
Dexus
First Sentier Investors
IFM
Ironbark
Lazard Asset Management
Macquarie Asset Management
Metrics Credit Partners
Quay Global
Trilogy Funds

Best Responsible Investment Asset Manager

Alphinity Investment Management
Ausbil Investment Management
Australian Ethical
Impax Asset Management
J.P. Morgan Asset Management
Maple-Brown Abbott
Stewart Investors
T. Rowe Price
U Ethical

Best Retail Insurance Provider

AIA Australia
ClearView
Metlife Australia
MLC Life
NEOS
Noble Oak
OnePath Life
PPS Mutual
TAL Life
Zurich Insurance

Best SMSF Advice Platform

BGL
BT
Class Super
Heffron
Intello Pty Ltd
SMSF Alliance
SuperMate

Best SMSF Documentation Provider

Acis
DBA Lawyers
Cleardocs
Cooper Grace Ward Lawyers
Heffron
LightYear Docs
NowInfinity
Smarter SMSF

Best SMSF Lender

AMP Bank
Bendigo Bank
BOQ
Firstmac
Granite Home Loans
La Trobe Financial
Liberty Financial
Mortgage Ezy
Thinktank Property Finance

Best Superannuation Advice Offering

Australian Retirement Trust
AustralianSuper
Aware Super
Colonial First State
Hostplus
IOOF Superannuation
REST
UniSuper

Best Superannuation Industry Fund

Australian Retirement Trust
AustralianSuper
Aware Super
Brighter Super
Care Super
CBUS Super
First Super
HESTA
Hostplus
NGS Super
Spirit Super
UniSuper

Best Superannuation Retail Fund

AMP Super Fund
Australian Ethical
Colonial First State
Future Super
IOOF Superannuation
Mercer
MLC
OnePath
Perpetual
Vanguard Australia
Verve Super