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2025 Finalists

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Adviser of the Year Aged Care

Katie Spence, Sage Care Advice
Erika Wilke, PrimeCare Financial Planning
Craig Phillips, Phillips Wealth Partners
Scott Quinlan, Solace Financial
Bill Savellis, Olive Grove Financial Advice
Greg Burton, Carrick Aland Wealth Planning
Jennifer Langton, Aged Care Steps

Adviser of the Year Estate Planning

Louise Laing, Salus Private Wealth
Alex Hont, Moran Partners Financial Planning
Joel Carty, Solace Financial

Adviser of the Year High Net Worth

Stefano Duro, Pure Private Wealth
Terry Vogiatzis, Omura
Lili Hong, Dorset Wealth Management
Ben Nash, Pivot Wealth
Stevie-Jade Turner, Verse Wealth
Joel Carty, Solace Financial
Simran Dhillon, Abundant Advisory
Scott Quinlan, Solace Financial
Robin Sandover, The Wealth Designers
Samuel Fenning, Esencia Wealth

Adviser of the Year Personal Advice

Patricia Soares Garcia, Your Vision Financial Solutions
Stefano Duro, Pure Private Wealth
Terry Vogiatzis, Omura
Lili Hong, Dorset Wealth Management
Ben Nash, Pivot Wealth
Alexander Rankin, Artisan Wealth
Gillian Witham, 5 Financial
Robert Rich, Unite Wealth
Robin Sandover, The Wealth Designers
Daniel Zaffino, BlueRock Wealth

Adviser of the Year Risk

Trish Gregory, Hayes & Co Insurance Services
Kristian Zuza, Peak Wealth Management
Sok Lay, Fortified Financial Planning
Angelo Patsilivas, SA Wealth Group
Sumeet Wadhwa, 3Point Insurance
Lili Hong, Dorset Wealth Management
Umberto Catalano, SA Wealth Group
Mark Mullins, Hood Sweeney
Joel Carty, Solace Financial
Steven Roberts, Oakmont Financial Group

Adviser of the Year Superannuation

Stefano Duro, Pure Private Wealth
Terry Vogiatzis, Omura
Anthony Ward, Wealth Connexion
Alex Hont, Moran Partners Financial Planning
Calan Choke, Calan Wealth Management
Alexander Rankin, Artisan Wealth
Esteban Garzon, Oakwood Wealth Management
Marcus Ainger, Prime Financial Group
Michael Khouri, Better Financial Planning Australia
Gregory Elias, UniSuper

Adviser of the Year SMSF

Patricia Soares Garcia, Your Vision Financial Solutions
Liam Shorte, Sonas Wealth
Natalia Clack, Easy Super
Alex Hont, Moran Partners Financial Planning
José Pais, Legacy Planning
Joshua Lee, Link Wealth Group
Lili Hong, Dorset Wealth Management
John Hutchinson, Horizon Wealth Advisory
Joel Carty, Solace Financial

Executive of the Year Dealer Group

Apostolos (Paul) Katranis, SA Wealth Group
Eugene Ardino, Lifespan Financial Planning
Darren Steinhardt, Infocus Wealth Management
Benjamin Collins, What If Advice and Accounting
Peter Thompson, Hejaz Financial Advisers
Mario Finocchiaro, Australian Mortgage and Financial Advisers

Executive of the Year Digital Advice

Katriel Warlow-Shill, CDM Solutions
Paul Feeney, Otivo
Ben Nash, Pivot Wealth

Executive of the Year Financial Advice

Stephen Sloane, Link Wealth Group
Ben Nash, Pivot Wealth
Alexander Kitchin, Wealth Connexion - Kangaroo Point
Corey Wastle, Verse Wealth
Matthew Fenning, Esencia Wealth
Jamie Nemtsas, Wattle Partners
Nathan Hancock, The Wealth Connection
Kristian Zuza, Peak Wealth Management
Abraham Aguilan, Affluens
Charlie Viola, Viola Private Wealth

Executive of the Year Funds Management

Matthew Samuels, Woodbridge Capital
Andrew Torrington, Woodbridge Capital
Damian Casey, Woodbridge Capital
Dan Gallen, Pallas Capital
Michael Prendiville, JellyC Asset Management
Jonathan Belz, BFA Global Investors
Jesse Moors, Spatium Capital
Dean Weinbren, Pengana Capital Group

Executive of the Year Superannuation

Andrew Ko, Aware Super
Melinda Howes, AMP Super

Executive of the Year Wealth Tech

Kelli Willmer, Iress
Danni Le Grande, Finura Group

Fund Manager Crypto

VanEck
Global X ETFs
JellyC Asset Management
Merkle Tree Capital

Fund Manager EFT

VanEck
Vanguard Australia
Global X ETFs
J.P. Morgan Asset Management
Betashares

Fund Manager Equities

GQG Partners
Global X ETFs
J.P. Morgan Asset Management
Australian Ethical Investment
Munro Partners
U Ethical
5AM Capital
Spatium Capital

Fund Manager Fixed Income

Remara Investment Management
Woodbridge Capital
Schroders
UBS Asset Management Australia
Global X ETFs
Pengana Credit
MFS Investment Management
J.P. Morgan Asset Management
Skyring Asset Management

Fund Manager Private Credit

Zagga
Metrics Credit Partners
iPartners
Woodbridge Capital
Trilogy Funds
Pengana Credit
Remara Investment Management
Skyring Asset Management
Pallas Capital
Capspace

Fund Manager Private Equity

Schroders
Pengana Capital Group
BFA Global Investors
Paspalis Capital

Fund Manager Property

MaxCap Group
Metrics Credit Partners
Emerging Funds Management
Pengana Capital Group
Skyring Asset Management

Innovator of the Year Dealer Group

Everest Wealth
Vinarc Advice Community
Fitzpatricks Advice Partners
What If Advice and Accounting

Innovator of the Year Digital Advice

DASH
CDM Solutions
Scientiam
Yodal
Pivot Wealth
Otivo
Better Financial Planning Australia
Iress
AMP Super

Innovator of the Year Financial Advice

Pure Private Wealth
Pivot Wealth
Link Wealth Group
Endurance Financial
Inovayt Wealth
Better Financial Planning Australia
Wealth Investors
Solace Financial
Marin Wealth
Yarra Lane

Innovator of the Year Funds Management

Minotaur Capital
Woodbridge Capital
Pallas Capital
Pengana Credit
Global X ETFs
Briefcase
Spatium Capital
Gyrostat Capital Management

Innovator of the Year Insurance

iExtend
Compare Your Life
NEOS

Innovator of the Year Self-Managed Superannuation Funds (SMSFs)

SMSF Alliance
Act2 Solutions
Wealth Guardian
Haus Holdings
Mortgage Ezy
SuperConcepts
Self-Managed Financial Planning
Intello

Innovator of the Year Superannuation

BT
Cbus Super
Stockspot

Innovator of the Year Wealth Tech

Netwealth
Sharesight
Pengana Capital Group
BT
DASH
SuperMate
Briefcase
intelliflo
Infocus Wealth Management
Yodal