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We’re thrilled to announce this year’s finalists - individuals and teams who are making an impact across wealth management and advice.
Thanks to your nominations, these standout professionals are being recognised for their excellence and dedication. Now, it’s your turn to help decide the winners.
Voting is officially open until August 28, 2025. Winners will be revealed live at the 2025 ACT Conference on September 2 at RACV Torquay.
2025 Impact Awards Finalists
Financial Advice
Investment Adviser of The Year
- Matt Lewis – Right Advice
- Kyle Vause – Edwards Marshall
- David Romanovski – The Hopkins Group
- Nick Carmichael – Complete Financial Providence
- Jarrod Boyd – Blue Financial
Rising Star of the Year
- Jacob Eliopoulos – The Hopkins Group
- Matthew Kanizay – Pursue Wealth
- Jonathon Kosmala – Edwards Marshall
- Sheree King – Lambourne Partners
Practice Support of the Year
- Joanne Bekiaris – The Hopkins Group
- Therese Bates – Right Advice
- Emma Brooke – LBW Business & Wealth Advisers
- Denise Marcelo – Dover Wilson Financial Services
Holistic Advice Firm of the Year
- Edwards Marshall Financial Solutions
- LBW Business & Wealth Advisers
- Canny Group
- Smart Happy Money
Boutique Advice Firm of the Year
- Dollar Wise Financial Services
- Complete Financial Providence
- Blue Financial
Principal Advice Firm of the Year
Prospur Financial – Ben McLennan
- Stewards Capital – Tom Robb
iPartner Financial Solutions – Alex Cokalis
Progressive Advice Firm of the Year
- Smart Happy Money
- New Era Financial Planning
- Lambourne Partners
Funds Management
Business Development Manager of the Year
- Nick Everitt – First Sentier Investors
- Leila Romanos – Perpetual Limited
- Chad Hitzeman – Global X ETF's
- Shane Zabiegala – T. Rowe Price
- Erica Hall – U Ethical
- Tom Glynn – DNR
Australian Equity Fund Manager of the Year
- First Sentier Investors
- Pendal Group
- Yarra Capital Management
- Australian Eagle Asset Management
- Warakirri Asset Management
- Paradice Investment Management
Fixed Income Fund Manager of the Year
- Yarra Capital Management
- PIMCO
- Perpetual Limited
- Daintree Capital
Responsible Investing Fund Manager of the Year
- Australian Ethical
- U Ethical
ETF Fund Manager
- VanEck
- Global X ETF's
- First Sentier Investors
- Betashares
Alternatives Fund Manager of the Year
- Neuberger Berman (NB)
- Pacific Equity Partners (PEP)
- Partners Group Australia
Global Equity Fund Manager
- Arrowstreet Capital
- Global X ETF's
- VanEck
- Talaria Capital
- T. Rowe Price
- Barrow Hanley
Platforms
Business Development Manager of the Year
- Dario Bartolomeo - North Platform
- Paul La Macchia - BT Panorama
- Karolina Kuszyk - HUB24
- Tim Blackwood - BT Panorama
- Melroy Matthias - Macquarie Group
Platform Offering of the Year
- BT Panorama
- Macquarie Wrap
- North Platform
- Netwealth Platform
Media & Publications
Financial Media of the Year
- Independent Investment Australia
- Financial Newswire
- Adviser Call
- NAB Morning Call – Podcast
- ausbiz
- Financial Standard
Financial Journalist of the Year
- Ricardo Goncalves – SBS On the Money
- James Kirby – Eureka Report
- Karen Vergara – Financial Standard
- Darin Tyson-Chan – Wealth Management
No items found.
References