A massive congratulations to our incredible Wealth Advisers Steph Patrick and Tess McIntosh, and Associate Adviser, Yashera Raddalgoda, for being named as finalists for the Women in Wealth Awards 2025!

Steph Patrick – Financial Planner of the year

Tess McIntosh – Financial Planner of the year – rising star

Yashera Raddalgoda – Paraplanner of the year

The Women in Wealth Awards recognise and celebrate women who have shown commitment to the financial services industry by leading, innovating, and advocating in their fields. These awards acknowledge women who embody the generational change and professionalism that the industry reflects.

For 2025, the Women in Wealth awards will partner with the Emerge Foundation. The Emerge Foundation supports educational and youth-empowering programs throughout East Timor to break the cycle of poverty and nurture long-term socioeconomic growth.

The Women in Wealth Awards allow us to celebrate the excellence of women in the Australian financial services industry and help support the education of women on a global scale. We wish Steph, Tess and Yash all the very best at the upcoming awards ceremony.