This award recognises the adviser specialising in aged care financial advice who has excelled in providing exceptional guidance and support to clients in this area. The recipient will have demonstrated an in-depth understanding of the complex challenges that aged care presents, such as funding, government assistance, and the emotional and financial needs of older Australians. Success will be measured by the adviser’s ability to design personalised strategies that empower clients to navigate aged care decisions with confidence, while also ensuring financial security and peace of mind for clients and their families.
Adviser of the Year – Estate Planning
This award recognises the adviser operating in estate planning who has excelled in providing exceptional estate planning advice. The recipient will have shown deep expertise in creating bespoke strategies that ensure a client’s wealth is transferred according to their wishes, while minimising tax liabilities and addressing legal complexities. Success will be measured by the adviser’s ability to develop comprehensive estate plans that provide clients with peace of mind regarding the future distribution of their wealth.
Adviser of the Year – High Net Worth
This award recognises the adviser specialising in providing financial advice to high-net-worth individuals (HNWIs) who has delivered exceptional guidance in the area. The recipient will have shown a strong ability to deliver tailored advice on complex financial matters, including tax planning, investment strategies, estate planning, and wealth management. Success will be measured by the adviser’s ability to help high-net-worth clients grow, protect, and transfer their wealth, while ensuring their financial strategies align with personal and philanthropic goals.
Adviser of the Year – Personal Advice
This award recognises the adviser who has demonstrated excellence in providing personal financial advice to individuals. The recipient will have shown the ability to deliver tailored advice that addresses clients' financial goals, including budgeting, investing, retirement planning, and debt management. Success will be measured by the adviser’s ability to develop holistic financial strategies that empower clients to achieve their financial objectives and build long-term wealth.
Adviser of the Year – Risk
This award recognises the adviser specialising in risk advice who has demonstrated excellence in delivering exceptional risk guidance. The recipient will have demonstrated a thorough understanding of risk products, including life, income protection, and disability insurance, and the ability to design strategies that provide comprehensive protection against unforeseen events. Success will be measured by the adviser’s ability to mitigate financial risks and safeguard clients’ financial security.
Adviser of the Year – SMSF
This award recognises the adviser specialising in self-managed superannuation advice who has demonstrated excellence in delivering exceptional SMSF guidance. The recipient will have shown a deep understanding of SMSF regulations, investment strategies, and the intricacies of managing an SMSF to achieve optimal retirement outcomes for clients. Success will be measured by the adviser’s ability to create tailored SMSF strategies that meet clients’ retirement goals while ensuring regulatory compliance and effective risk management.
Adviser of the Year – Superannuation
This award recognises the adviser who specialises in superannuation advice and has delivered exceptional guidance in the area. The recipient will have shown a strong understanding of superannuation products, tax-effective strategies, and retirement planning, helping clients achieve optimal retirement outcomes. Success will be measured by the adviser’s ability to design superannuation strategies that maximise clients’ retirement savings while ensuring they remain compliant with regulatory requirements.
Executive of the Year – Dealer Group
This award recognises a senior leader within a dealer group who has built the most successful business over the past calendar year. Success will be measured by the individual’s leadership in enhancing the group’s adviser and client engagement, as well as the group’s overall performance in terms of revenue growth and profitability. The recipient will exemplify strategic vision, commitment to excellence, and dedication to advancing the financial advice sector. This individual award is open to executives within the Australian dealer group industry for the period 1 January 2024 to 31 December 2024.
Executive of the Year – Digital Advice
This award recognises a senior leader within a dealer group who has built the most successful business over the past calendar year. Success will be measured by the individual’s leadership in enhancing the group’s adviser and client engagement, as well as the group’s overall performance in terms of revenue growth and profitability. The recipient will exemplify strategic vision, commitment to excellence, and dedication to advancing the financial advice sector. This individual award is open to executives within the Australian dealer group industry for the period 1 January 2024 to 31 December 2024.
Executive of the Year – Financial Advice
This award recognises a senior leader within the financial advice profession who has achieved outstanding success over the past calendar year. Success will be measured by the individual’s performance, the firm’s growth and retention of advisers and staff, and overall business success in terms of revenue and profitability. The recipient will exemplify leadership, entrepreneurial spirit, and a commitment to high-quality financial advice. This individual award is open to any independent or independently minded financial adviser and is based on the period from 1 January 2024 to 31 December 2024.
Executive of the Year – Funds Management
This award recognises a senior leader in the funds management team who has demonstrated exceptional leadership and innovation over the past calendar year. Success will be measured by the individual’s contributions to the firm’s growth, client engagement, and overall performance in terms of assets under management and client satisfaction. The recipient will exemplify strategic vision, commitment to excellence, and a dedication to enhancing investment outcomes for clients. This individual award is open to executives within the Australian funds management industry for the period 1 January 2024 to 31 December 2024.
Executive of the Year – Insurance
This award recognises the senior leader within the insurance industry who has demonstrated exceptional leadership and innovation over the past calendar year. Success is measured by the individual’s contributions to the company’s growth, customer engagement, and overall performance in terms of market share and customer satisfaction. The recipient exemplifies strategic vision, commitment to excellence, and dedication to enhancing insurance services for clients. This individual award is open to executives within the Australian insurance industry for the period 1 January 2024 to 31 December 2024.
Executive of the Year – Research
This award recognises a senior leader in the area of research who has significantly advanced research capabilities within their organisation over the past calendar year. Success will be measured by the individual’s leadership in enhancing research quality, innovation, and impact on business decisions. The recipient will exemplify strategic vision, commitment to excellence, and a dedication to leveraging research for organisational growth. This individual award is open to executives within the Australian research sector for the period 1 January 2024 to 31 December 2024.
Executive of the Year – SMSF
This award recognises a senior leader within the self-managed super fund (SMSF) sector who has significantly advanced the sector through innovative solutions, empowering individuals with greater control over their retirement savings. Success is measured by the individual’s contributions to SMSF growth, client engagement, and overall performance in terms of assets under management and client satisfaction. The recipient exemplifies strategic vision, commitment to excellence, and dedication to enhancing retirement outcomes for clients. This individual award is open to executives within the Australian SMSF industry for the period 1 January 2024 to 31 December 2024.
Executive of the Year – Superannuation
This award recognises a senior leader within the superannuation industry who has demonstrated exceptional leadership and innovation over the past calendar year. Success is measured by the individual’s contributions to the fund’s growth, member engagement, and overall performance in assets under management and member satisfaction. The recipient exemplifies strategic vision, commitment to excellence, and dedication to enhancing retirement outcomes for members. This individual award is open to executives within the Australian superannuation industry for the period 1 January 2024 to 31 December 2024.
Executive of the Year – Wealth Tech
This award recognises a senior leader within a wealth technology company who has demonstrated exceptional leadership and innovation over the past calendar year. Success will be measured by the individual’s contributions to technological advancements, client engagement, and overall business performance. The recipient will exemplify strategic vision, commitment to excellence, and a dedication to transforming wealth management through technology. This individual award is open to executives within the Australian wealth tech industry for the period 1 January 2024 to 31 December 2024.
Innovator of the Year - Superannuation
This award celebrates groundbreaking initiatives within the superannuation industry that have significantly enhanced member outcomes, operational efficiency, or industry standards. Recognising excellence in product development, technological advancements, and strategic initiatives, this accolade recognises those who have introduced innovative solutions addressing contemporary challenges in superannuation.
Innovator of the Year – Dealer Group
This award recognises excellence in licensee-owned dealer groups that have introduced groundbreaking innovations to support financial advisers. These innovations may encompass advancements in regulatory compliance, professional development, business management, and client relationship management, fostering an environment where advisers can excel while adhering to industry standards and regulatory expectations.
Innovator of the Year – Digital Advice
This award recognises individuals or organisations that have introduced groundbreaking digital innovations in the financial advice sector, leading to enhanced client accessibility, improved services, or significant industry advancements. Digital advice involves delivering financial guidance through digital platforms, utilising algorithms and technology without direct human intervention. These innovations have democratised access to financial advice, making it more accessible to a broader audience.
Innovator of the Year – Financial Advice
This award recognises organisations that have introduced groundbreaking innovations in the financial advice sector, leading to enhanced client experiences, improved compliance, or significant industry advancements.
Innovator of the Year – Funds Management
This award recognises individuals or organisations that have introduced groundbreaking innovations in the funds management sector, leading to enhanced investor experiences, improved fund performance, or significant industry advancements.
Innovator of the Year – Insurance
This award recognises individuals or organisations that have introduced groundbreaking innovations in the insurance sector, leading to enhanced policyholder experiences, improved risk management, or significant industry advancements.
Innovator of the Year – Research
This award recognises organisations that have introduced groundbreaking innovations in the research sector, leading to enhanced methodologies, significant discoveries, or advancements that have substantially impacted their field.
Innovator of the Year – Self-Managed Superannuation Funds (SMSFs)
This award recognises organisations that have introduced groundbreaking innovations within the SMSF sector, leading to enhanced trustee experiences, improved compliance, or significant industry advancements.
Innovator of the Year – Wealth Tech
This award recognises individuals or organisations that have introduced groundbreaking technological innovations in the wealth management sector, leading to enhanced client experiences, improved financial planning, or significant industry advancements. It is open to all technology providers, including platform providers and advice solutions providers, who have made notable contributions to advancing wealth management through innovative technology solutions.
Best Fund Manager – Crypto
This award recognises the fund manager that has excelled in cryptocurrency investments, showing strong performance amid the volatility of the crypto market. The recipient will be recognised for their innovative strategies, risk management, and ability to deliver superior returns in this emerging asset class.
Best Fund Manager – ETF
This award recognises the fund manager who has demonstrated excellence in managing exchange-traded funds (ETFs). The recipient will have showcased an innovative approach to managing ETFs, delivering strong performance and providing investors with diversified, costefficient exposure to various asset classes.
Best Fund Manager – Equities
This award acknowledges the fund manager who has delivered outstanding performance in equity investments. The recipient will have shown superior stock-picking ability, strategic market positioning, and consistent returns for investors in domestic and international equity markets.
Best Fund Manager – Fixed Income
This award acknowledges the fund manager who has delivered outstanding performance in equity investments. The recipient will have shown superior stock-picking ability, strategic market positioning, and consistent returns for investors in domestic and international equity markets.
Best Fund Manager – Infrastructure
This award recognises the fund manager that has demonstrated superior performance in infrastructure investment strategies. The recipient will have proven success in managing longterm infrastructure assets, effectively balancing risk and return while contributing positively to societal and economic outcomes.
Best Fund Manager – Private Credit
This award recognises the fund manager that has demonstrated outstanding performance in private credit investments, focusing on delivering stable and attractive returns while effectively managing risk. The recipient will have shown an innovative approach to sourcing and structuring private credit deals, and will have a proven track record of success.
Best Fund Manager – Private Equity
This award recognises the fund manager that has demonstrated exceptional performance in private equity investments over the past year. Success will be measured by the growth and performance of the fund, innovation in deal sourcing, and value creation in portfolio companies. The recipient will exemplify strategic foresight, operational excellence, and a commitment to delivering superior returns for investors.
Best Fund Manager – Property
This award celebrates the fund manager who has shown exceptional expertise and performance in property investments. The recipient will have demonstrated outstanding capability in managing property portfolios, maximising value, and driving strong returns for investors in both residential and commercial real estate sectors.
Innovator of the Year – Family Office
This award recognises individuals or organisations that have introduced groundbreaking innovations in the family office sector, leading to enhanced wealth management, improved client outcomes, or significant industry advancements.
Executive of the Year – Family Office
This award recognises a senior leader in a family office who has demonstrated excellence over the past calendar year. Success will be measured by the individual’s leadership, innovation, and tangible outcomes that support the long-term objectives of the family. The recipient will exemplify strategic vision, commitment to excellence, and a dedication to advancing family office services. This individual award is open to executives within the Australian family office sector for the period 1 January 2024 to 31 December 2024.
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