STOP THE PRESS!!!
We’re delighted to announce that the Lifespan group (Head Office and adviser network) won three awards in the 2022 IFA Excellence Awards held in Sydney, including the prestigious ifa Excellence Awards Company of the Year and Dealer Group of the Year, for the second consecutive year. It was really fabulous to once again be able to catch up with Advisers in real life!
To win these awards is humbling and a testament to the strength of our adviser community. We had a strong presence as a group in finalist nominations for these awards, being represented across 11 categories. This demonstrates the quality of advice firms that we have in our network. We would like to congratulate the following Lifespan advisers on both their success last night, but also for being recognised as finalists. We are really proud of our Lifespan adviser community, including Robert Rich, awarded Client Servicing Adviser of the Year, Alexander Rankin, and the team at Endorphin Wealth Management, and James McFall and the team at Yield Financial Planning for achieving this well-deserved recognition!
What an amazing result! You can find the winners and finalists here.
Winners:
COMPANY
Dealer Group of the Year
Lifespan Financial Planning
ifa Excellence Awards – Company of the Year
Lifespan Financial Planning
INDIVIDUAL
Client Servicing Individual of the Year
Robert Rich, Endorphin Wealth
Finalists:
COMPANY
Client Servicing Company of the Year
Endorphin Wealth
Holistic Advice Firm of the Year
Yield Financial Planning
Marketing Program of the Year
Endorphin Wealth
INDIVIDUAL
Client Outcome of the Year
Robert Rich, Endorphin Wealth
Dealer Group Executive of the Year
Eugene Serravalle, Lifespan Financial Planning
Goals-Based Adviser of the Year
Robert Rich, Endorphin Wealth Management
Industry Thought Leader of The Year
Eugene Ardino, Lifespan Financial Planning
Marketing Consultant of the Year
Lisa Gregory, Lifespan Financial Planning
Young Adviser of the Year (30 years or under)
Alexander Rankin, Endorphin Wealth
