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Finalists for Women in Wealth Awards 2024 announced

Yasmine Raso8 March 2024
wiw 2024

The finalists for the inaugural Women in Wealth Awards 2024, in association with the Emerge Foundation, were announced yesterday afternoon, with a monumental 138 finalists sent through to the next round.

The Women in Wealth Awards recognise and reward women who have shown commitment to the financial services industry through leadership, innovation and advocacy in the fields they are passionate about. The awards acknowledge those women who have embodied the generational change and professionalism that the industry continues to reflect.

The awards celebrate women across the various sectors that make up the wider financial services and wealth management industry, including financial planning, investment, superannuation, life/risk insurance, technology, platforms and paraplanning. There are also several advocacy and overall awards to recognise the women making contributions to others and their communities, as well as standout individuals.

Ticket sales are live for those looking to purchase individual seats, standard tables of 10 or premium tables of 10 to support the finalists and celebrate the winners.

The finalists are:

Financial Planner of the Year – NSW, ACT

  • Roxanne Gorman, Partner, Perpetual
  • Michelle Stone, Principal Adviser, Feel Good Financial Planning
  • Jane Ridder, Financial Adviser, Infocus
  • Nicky Boustred, Financial Planner, Stanford Brown
  • Tanya Carlson, Financial Adviser, Amplify Wealth Management
  • Tabitha Tworek, Director and Financial Planner, Insight Wealth Planning
  • Melinda Brown, Senior Private Client Adviser, UniSuper
  • Trish Gregory, Financial Adviser, Fox & Hare

Financial Planner of the Year – QLD

  • Jo Tuck, Financial Adviser, MTP Financial
  • Nicole Gardner, Founder and Principal Financial Adviser, Stellar Wealth
  • Jayde Jenkins, Financial Adviser, Blossom Wealth
  • Cara Williams, Financial Adviser, Verse Wealth
  • Jennifer Goldsworthy, Director and Financial Planner, Goldsworthy Private Wealth
  • Naomi Alletson, Financial Planner, Achieveit Financial Planning
  • Philippa Baker, Senior Financial Adviser, Toro Wealth
  • Michal Lancemore, Hudson Financial Planning

Financial Planner of the Year – VIC

  • Melinda Planken, Managing Director, Muirfield Financial Services
  • Carolyn O’Reilly, Partner, Perpetual
  • Jodi Brady, Adviser, Alphington Wealth
  • Nicola Beswick, Senior Financial Advisor, FMD Financial

Financial Planner of the Year – SA, WA

  • Kelly King, Director and Senior Wealth Advisor, Iconic Wealth
  • Kathryn Creasy, Head of Advice, Principal, Capital Partners Private Wealth Advisors
  • Julia Schortinghuis, Director, Lighthouse Capital
  • Dawn Partridge, Financial Planner, Euroz Hartleys
  • Renee Zimmermann, Private Client Adviser, UniSuper

Investment Adviser of the Year

  • Jettie Fan, Investment Adviser, Morgans Financial Limited
  • Angela Holstein, Senior Private Wealth Adviser, Shaw and Partners
  • Kylie Harding, Principal/Investment Adviser, Morgans Financial Limited
  • Dianne Colledge, Senior Investment Adviser, Morgans Financial Limited
  • Jahanne Nagle, Senior Investment Adviser, Morgans Financial Limited

Investment Professional of the Year

  • Jacqueline Fernley, Chief Investment Officer, Mason Stevens
  • Amy Pham, Portfolio Manager, Pengana Capital
  • Jessica Leung, Portfolio Manager, Global X ETFs
  • Nikki Thomas, Portfolio Manager, Magellan Financial Group
  • Kylie-Ann Richards, Deputy Chief Investment Officer, Fortlake Asset Management
  • Bianca Ogden, Portfolio Manager, Platinum Asset Management
  • Amanda MacDonald, Head of Sustainable Investment, LGT Crestone
  • Shani Jayamanne, Senior Investment Specialist, Morningstar
  • Deana Mitchell, Portfolio Manager, Australian Ethical
  • Maryanne Drewe, Head of Proprietary Research, Perpetual

Superannuation Professional of the Year

  • Kelly Power, CEO Superannuation, Colonial First State
  • Linda Elkins, National Sector Leader for Asset and Wealth Management, KPMG
  • Renae Anderson, Manager, Select Advice, UniSuper
  • Susan O’Connor, Principal Accountant and Adviser, Susan O’Connor Accounting
  • Jettie Fan, Financial Advisor, Morgans Financial
  • Mei-Ling Cheong Nepia, Head of Service and Operations, Australian Ethical
  • Marcia Senn, Head of Financial Planning – Brisbane, Morgans Financial
  • Jodie Cowburn, Manager ABD Technical Services & Support, Morgans Financial

Life/Risk Insurance Professional of the Year

  • Sandhya Maini, Head of Zurich Assure, Zurich Australia
  • Leanne Farrelly, General Manager, Customer Service & Operations, Individual Life, TAL
  • Wendy Tse, Chief of Staff, Strategy and External Affairs, MetLife Australia
  • Trish Gregory, Financial Adviser, Fox & Hare
  • Kristy Mitchell, Practice Manager / Senior Financial Adviser, Regional Financial Planning

Female BDM of the Year

  • Maggie Mills, Head of Distribution, Blackwattle Investment Partners
  • Racheal Collogan, Distribution Manager, Netwealth
  • Renee Manzi, BDM, TAL
  • Rachel Bushara, BDM, TAL
  • Tara Walder, Business Development Manager, Aware Super
  • Jade Custance, BDM, TAL
  • Jodie Saw, Head of Retail and Wholesale Sales, Bennelong Funds Management
  • Stacey Mitchell, Business Development Manager Advice, CareSuper

Marketing/ Communications Professional of the Year

  • Melanie Nguyen, Marketing and Community Lead, Striver
  • Sarah Lowe, Head of Brand and Marketing, MLC Insurance
  • Ky Wilson, Head of Marketing and Membership, Institute of Financial Professionals Australia
  • Lisa Greensill, Marketing Advisor, Brandover
  • Jacqueline Howe, Manager, Corporate Marketing, Yarra Capital Management
  • Natalie Jollow, Head of Marketing, Global X ETFs
  • Charlotte Dunstone, Brand and Advertising Lead, BT Financial Group
  • Emma Milsted, Marketing and Communications Lead, BT Financial Group

Tech Innovator of the Year

  • Jenny Nguyen, General Manager Digital Experience, Group Life & Retirement, TAL
  • Sonya Choi La Rosa, GM Operations & Technology, Diverger
  • Anita Mead, Head of High Net Worth Investment Platforms, NAB Private Wealth
  • Dina Evans, Co-founder and Director, BLV Solutions
  • Belinda Johnstone, Integration/Application Developer, Morgans Financial
  • Rachel Brown, Manager, Mackay Goodwin
  • Mary Payne, Director of Product APAC, SS&C Technologies

Platforms Professional of the Year

  • Rachel Lim, Director, CFS Wrap Products, Colonial First State
  • Michelle Tate, Lead Product Development Manager, Platforms and Investments, Colonial First State
  • Kim Broom, Head of Product Development and Digital Experience, Insignia Financial
  • Kathryn Cosentino, Head of Platforms and Product Management, BT Financial
  • Katrina Marshall, Executive Director, Sales, Strategy and Engagement, Colonial First State
  • Racheal Collogan, Distribution Manager, Netwealth

Paraplanner of the Year

  • Kiah Forster, Paraplanner/Client Service Officer, Finlinx Wealth
  • Minna Baker, Paraplanner, Evolution Financial
  • Kristy Howard, Senior Paraplanner, Collins SBA
  • Alicia Aidulis, Quality Assurance Manager, Padua Solutions
  • Veronica Mizzi, Paraplanner, UniSuper
  • Helen Roelofsen, Quality Assurance Manager, Padua Solutions
  • Nikayla Tolhopf, Team Leader, Padua Solutions
  • Kate Spence, Senior Paraplanner, Much more than money
  • Laura Smillie, Senior Paraplanner, Euroz Hartleys
  • Joanne Chin, Paraplanner, Padua Solutions
  • Christine Beavis, Quality Assurance Manager, Padua Solutions
  • Melissa Wells, Paraplanner, Padua Solutions
  • Paula Price, Senior Paraplanner, Toro Wealth
  • Kim Mooney, Practice Manager, Hunter Wealth Management

Mentor of the Year

  • Whitney Wilson, National Recruitment Lead, Striver
  • Julie Matheson, Licensing and Operations Manager, Visia Financial Services
  • Amanda Boyce, Executive Director, Head of Advice, Euroz Hartleys
  • Mariam Shelbourne, Head of People, Risk and Compliance, Wilsons Advisory
  • Chemere Brown, Lead Partner, Perpetual
  • Erin Egan, Head of Transition Management, Padua Solutions
  • Melanie Bylsma, Client Service Manager, Morgans Financial Limited
  • Leah Malaxos, Manager Implementation and Client Services, Much more than money
  • Suzie Georgiou, Dealer Assistant, Shaw and Partners Limited

Employer of the Year

  • Australian Ethical
  • Much more than money
  • Morgans Financial Limited
  • Euroz Hartleys
  • Lighthouse Capital

Pro Bono of the Year

  • Louise Wegner-Parker, Head of Specialist Advice, Morgans Financial
  • Scarlett Dorney, Director, MSCI
  • Nicola Beswick, Chair, Pro Bono Financial Advice Network
  • Alexandra Kalceff, Investment Adviser, Wilsons Advisory
  • Kylie Harding, Principal/Investment Adviser, Morgans Financial
  • Joanne Faglioni, Chair: Group Executive, Operations ALUCA; Clearview
  • Anne McDonnell, Head of Group Marketing and Communications HUB24
  • Natalie Kleibert, Head of Marketing, Ignition Advice / Deputy Chair, Pro Bono Financial Advice Network
  • Katia Tachjian, Client Services Officer, Much more than money

2024 Graduate of the Year

  • Natalie McHugh, Associate Financial Advisor, JEM Wealth
  • Christina Fan, Financial Adviser, Morgans Financial Limited
  • Jess Langer, Associate Adviser, Euroz Hartleys
  • Zara Edgar, Associate Adviser, Euroz Hartleys
  • Ramina Ahmed, Senior Analyst, Mackay Goodwin

2024 Rising Star

  • Nicole Gardner, Founder & Principal Financial Adviser, Stellar Wealth
  • Dawn Partridge, Financial Planner, Euroz Harleys
  • Emily Monk, Advice Specialist, UniSuper
  • Trish Gregory, Financial Adviser, Fox & Hare
  • Rachael Ooi, Principal Adviser, Your Wealth Creation
  • Tegan Del Moro, Financial Planner, Insight Wealth Planning
  • Kayla Murray, Financial Adviser, Jade Financial Group
  • Whitnie Jeeves, Associate, Perpetual Private
  • Aishwarya Joshi, Financial Adviser, Much more than money
  • Smriti Pahuja, Quality Assurance Manager, Padua Solutions
  • Laura Coneliano, Adviser, Kennedy Partners Wealth
  • Yasmin Weston, Head of Operations, Capital Partners Private Wealth Advisers

2024 Woman of the Year

  • To be announced very soon!
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Far canal
1 month ago

I am curious how an industry super fund paraplanner, whose scope of strategies and work would be severely curtailed by necessity to a small circle of super/pension/contribution and vaguely possibly death benefit strategies, could WIN the award versus independent paraplanners whose scope and breadth of work and expertise would vastly outreach hers???????

Love to have transparency on judging criteria and how these all were assessed!!!