The finalists for the second FAAA annual awards, which span six categories including Adviser of the Year and Professional Practice of the Year, have been named. Winners will be announced at the FAAA Congress, Brisbane, Thursday 28 November.
The finalists for each professional category are:
FAAA Certified Financial Planner Professional of the Year Award
- Teneale Laister CFP – Alman Partners (QLD)
- Bianca Musico CFP – Warr Hunt (VIC)
- Scott Quinlan CFP – Solace Financial (QLD)
FAAA Adviser of the Year (sponsored by Zurich Australia)
- Melinda Brown – UniSuper Advice (NSW)
- John Cachia – Thriving Wealth (VIC)
- Rebecca Pritchard – Rising Tide Financial Services (VIC)
FAAA Inspire Women – Excellence in Advice Award (sponsored by TAL)
- Robyn Arnold – Kreate Wealth (QLD)
- Kelsey Dent – Alman Partners (QLD)
- Magdeline Jacovides CFP® – Mazi Wealth (QLD)
FAAA Professional Practice of the Year (sponsored by Cbus Super)
- Capital Partners (WA)
- Warr Hunt (VIC)
- Alman Partners (QLD)
FAAA Gen Next Rising Star of the Year
- Jakob Ayres – Apt Wealth Partners (VIC)
- Kirra Sharrock – Bravium (ACT)
- Simone Vasnaik – Verse Wealth (VIC)
FAAA University Student of the Year (sponsored by UniSuper)
- Phillip Ambrose – QUT
- Emma McKenzie – Deakin University
- Brandon Rerrie – Griffith University
Tania Milnes, FAAA GM Membership, says: “The FAAA awards are designed to recognise members who deliver the highest standards of professionalism and trusted advice to Australian consumers, as well as those who have gone above and beyond to support their local community through pro bono and volunteer work.
“The awards also highlight the outstanding university students who represent the bright future of the financial advice profession.”
FAAA’s winners for 2023 were:
- Adviser of the Year: Sacha Burchgart, founder of Sydney-based advice firm, Burcheart
- Certified Financial Planner of the Year: Martin McGrath – Financial Edge Group, NSW
- Inspire Women – Excellence in Advice Award: Cara Williams – Sufficient Funds, Queensland
- Gen Next Rising Star of the Year: Jayden Adams – Adams Financial Group, Queensland
- University Student of the Year Award: Jacob Eliopoulos of Deakin University
- Professional Practice of the Year Award, Boutique Advisers, WA
See our report FAAA Adviser Award Winners