We’re delighted to announce that our Lifespan community won 4 awards in the 2024 ifa Excellence Awards held in Sydney, including Rob Rich of Unite Wealth – Network Impact Adviser of the Year, Janice Choo of Big Oak Financial – Risk Adviser of the Year, CDM Solutions, Innovator of the Year – Company and Nicholas Matheson of Sheffield Financial, Client Services Coordinator of the Year.
Huge congratulations to those winners and to those in the Lifespan advice community shortlisted as finalists for the 2024 ifa Excellence Awards 2024. A huge thank you to our Lifespan team and the Lifespan advice community as we are shortlisted as Dealer Group of the Year finalists for the seventh consecutive year
We had a strong presence with 19 finalists across the Lifespan community. This demonstrates the quality of advice firms that we have in our network.
We would like to congratulate the following Lifespan advisers for being recognised as finalists. We are really proud of our Lifespan adviser community, including:
Client Services Co-ordinator of the Year
Nicholas Matheson, Sheffield Financial – WINNER
Dealer Group Executive of the Year
Eugene Serravalle, Lifespan Financial Planning
ESG Adviser of the Year
Yin Chin (Janice) Choo, Big Oak Financial Services
Holistic Adviser of the Year – NSW
Terry Vogiatzis, Omura Wealth Advisers
Holistic Adviser of the Year – QLD
Lee Walker, Quay Wealth Management
Innovator of the Year – Individual
Kristopher Meuwissen, Wealtheon
Terry Vogiatzis, Omura Wealth Advisers
Network Impact Adviser of the Year
Robert Rich, Unite Wealth – WINNER
Regional Adviser of the Year
Kristopher Meuwissen, Wealtheon
Risk Adviser of the Year
Yin Chin (Janice) Choo, Big Oak Financial Services – WINNER
Angus Taylor, Sheffield Financial
Thought Leader of the Year
Kevin Mayne, Lifespan Financial Planning
Transformation of the Year – Individual
Yin Chin (Janice) Choo, Big Oak Financial Services
Young Adviser of the Year (Under 30)
Zach Coleman, ZDC Financial
Client Servicing Company of the Year
Unite Wealth
Dealer Group of the Year
Lifespan Financial Planning
Digital Advice Strategy of the Year
CDM Solutions
Innovator of the Year – Company
CDM Solutions – WINNER
Transformation of the Year – Company
CDM Solutions
What an amazing result! You can find the winners and finalists here.
