Huge congratulations to our Lifespan community on being selected as finalists in record numbers in the 2025 ifa Excellence Awards.
In addition to Lifespan being shortlisted as Dealer Group of the Year and Eugene Serravalle being shortlisted as Dealer Group Executive of the Year, our wider Lifespan community has been shortlisted for 27 awards.
Join us in congratulating our Lifespan peers…
| Finalist Name | Company | Category |
| Mark Trahair | Cascade Financial | ESG Adviser of the Year |
| Jannice Choo | Big Oak Financial Services | ESG Adviser of the Year |
| Jannice Choo | Big Oak Financial Services | Risk Adviser of the Year |
| Sangram Rana | Build My Wealth | Risk Adviser of the Year |
| Katriel Warlow-Shill | CDM Solutions | Innovator of the Year |
| CDM Solutions | Transformation of the Year – Company | |
| Eugene Serravalle | Lifespan Financial Planning | Dealer Group Executive of the Year |
| Lifespan Financial Planning | Dealer Group of the Year | |
| David Lucas | My Expert® | Risk Adviser of the Year |
| Terry Vogiatzis | Omura | Holistic Adviser of the Year – NSW |
| Terry Vogiatzis | Omura | Innovator of the Year |
| Lee Walker | Quay Wealth Management | ESG Adviser of the Year |
| Lee Walker | Quay Wealth Management | Holistic Adviser of the Year – QLD |
| Quay Wealth Management | Digital Advice Strategy of the Year | |
| Michael Sauer | Source Wealth | Network Impact Adviser of the Year |
| Shane Harris | The Wealth Effect | Regional Adviser of the Year |
| The Wealth Effect | Best Financial Advice Employer of the Year | |
| Alexis Kavaliotis | Unite Wealth | Newcomer of the Year |
| Alexis Kavaliotis | Unite Wealth | Young Adviser of the Year |
| Rob Rich | Unite Wealth | Holistic Adviser of the Year – VIC |
| Rob Rich | Unite Wealth | Network Impact of the Year |
| Unite Wealth | Client Servicing Company of the Year | |
| Kris Meuwissen | Wealtheon | Investment Adviser of the Year |
| Kris Meuwissen | Wealtheon | Regional Adviser of the Year |
| Lauren Hughson | Wealtheon | Paraplanner of the Year |
| Wealtheon | Client Servicing Company of the Year | |
| Sheshan Wickramage | Wick Financial | Innovator of the Year |
| Wick Financial | Transformation of the Year – Company | |
| ZDC Financial | Client Servicing Company of the Year |
You can check out the complete list of finalists here.