The ifa Excellence Awards have returned for 2024 and are designed to identify the top Australian businesses and professionals in the financial services profession nationwide.

Finalists were announced on Monday 14th October, and we are extremely humbled and proud to have been named finalists in a record breaking ten categories in 2024. From a company perspective we have been shortlisted for:

• Self-Licensed Firm of the Year
• Client Servicing Company of the Year
• Marketing Program of the Year

We also congratulate and celebrate the achievements of our individual finalists for this year:

• Client Services Co-ordinator of the Year – Denise Poole
• Innovator of the Year – Simon Curtain
• Investment Adviser of the Year – Nathan Lear
• Practice Principal of the Year – Andrew Hewison
• Risk Adviser of the Year – Marcus English
• SMSF Adviser of the Year – Simon Curtain & Chris Morcom
• Thought Leader of the Year – Andrew Hewison

The finalists demonstrate an unwavering determination and commitment to their profession, their teams, and their clients. Each has a deep sense of pride in their work and love propelling the profession of independent financial advice forward. Winners will be announced in Sydney, on Thursday, 5 December 2024.

At Hewison Private Wealth, we strive to uphold our values of Excellence and Empowerment in all our daily actions and interactions, and we are proud that this dedication has been recognised on a national scale.

Maja Garaca Djurdjevic, managing editor of Wealth Management, extends her congratulations to all finalists.

“A huge congratulations to our finalists! This year, we received a record number of submissions, highlighting the remarkable talent and innovation within the profession,” she said.

“We’re excited to showcase the remarkable achievements of each of you at our event and honour the incredible contributions you’ve made to the financial advice profession.”

“The recognition of Hewison Private Wealth and our team for our excellent contribution to the financial advice industry reinforces the strength of our service and dedication to connecting with the community and engaging with our clients,” said Andrew Hewison, Managing Director of Hewison Private Wealth.