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2024 Winners and 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
TAL

Best Equities 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 Infrastructure Asset Manager

Clearbridge
Dexus
First Sentier Investors
IFM

Lazard Asset Management

Macquarie Asset Management

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 Asset Manager (Listed and Unlisted)

Centuria Capital Group
Charter Hall
Cromwell Funds Management
Dexus
Ironbark
First Sentier Investors
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