The Women in Wealth Awards aim to 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.
As long-time ambassadors, Mike Taylor and Financial Newswire are proud to launch the Women in Wealth Awards 2025 in co-partnership 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, with many recipients of Emerge Foundation scholarship recipients young women.
The Women in Wealth Awards allows us to both celebrate the excellency of women in the Australian financial services industry and help support the education of women on a global scale.
This is a chance to self-nominate or nominate women who have demonstrated leadership and initiative across different areas of the financial services industry, including financial planning, superannuation, life insurance and wealth management.
Grand Ballroom, The Fullerton Hotel, Sydney
Dress code: Black tie/Business formal
Thursday 29 May, 2025
From 6:00pm
| Individual Tickets | $425 | |
| Standard Table of 10 | $3900 | |
| Premium Table of 10 (Priority Seating, 2 Bottle Champagne for Table on Arrival) | $4500 |
Pricing is exclusive of GST
Jane Ridder, Financial Adviser, Infocus St Leonards
Cathryn Gross, Partner, Minchin Moore Private Wealth
Melody Edwards, Senior Financial Adviser & Aged Care Specialist, Evalesco Financial Services
Trish Gregory, Financial Adviser – Insurance Specialist, Hayes & Co Insurance Services
Roxanne Gorman, Partner, Perpetual Wealth Management
Tanya Carlson, Financial Adviser, Amplify Wealth Management
Naomi Fraser, Financial Planner and Director, Wealth Management, Canaccord Genuity
Hope Rawnsley, Private Client Adviser, UniSuper
Simone O’Hara, Proprietor and Senior Adviser, RI Advice Moreton
Amanda Ragkousis, Senior Financial Adviser, Viridian Advisory
Natalie Moorfoot, Financial Adviser, Morgans Springfield
Erin Truscott, Senior Financial Adviser, Direct Wealth
Cara Williams, Founder & Financial Adviser, The Hazel Way
Rebecca Scarrabelotti, Managing Director and Certified Financial Planner, Brisbane Independent Financial Advisory
Patricia Garcia, Director & Financial Adviser, Your Vision Financial Solutions
Nicole Gardner, Founder & Principal Financial Adviser, Stellar Wealth
Liza Janakievski, CEO & Managing Director, Asena Family Office
Natallia Smith, Principal Financial Adviser, TruWealth Advice
Kiran Bhullar, Private Client Adviser, UniSuper
Steph Patrick, Wealth Adviser, Hewison Private Wealth
Rebecca Pritchard, Financial Planner, Rising Tide Financial
Jess Bell, Financial Adviser, Findex
Helen McMillan, Financial Planner, Morgans Financial
Carolyn O’Reilly, Partner, Perpetual
Nicole O’Sullivan, Financial Adviser, Stellar Wealth
Manisha Bhudia, Financial Adviser, Ultimum Financial
Dawn Thomas, Financial Adviser, The Wealth Designers
Danielle Jones, Partner, William Buck
Briohny Powell, Senior Financial Adviser, UniSuper
Laura Smillie, Financial Planner, Euroz Hartleys
Cara Graham, Principal Wealth Adviser, The Wealth Designers
Lauren Walker, Senior Financial Adviser, Canaccord Genuity
Sosha Jay, Financial Adviser, Findex
Chloe Franks, Financial Adviser & Business Manager, Millennium Wealth
Christina Fan, Financial Adviser, Morgans Financial
Tess McIntosh, Wealth Adviser, Hewison Private Wealth
Ashleigh Steeles, Financial Adviser, Evalesco Financial Services
Alexis Kavaliotis, Financial Adviser, Unite Wealth
Anupriya Gupta, Financial Planner, RCR Financial
Kirra Sharrock, Wealth Adviser, Bravium
Teodora Jovanovic, Financial Planner, Morgans Financial
Shannon Victor, Financial Adviser, Oxlade Financial
Naomi Bant, Portfolio Manager, Martin Currie Australia
Deana Mitchell, Portfolio Manager, Australian Ethical
Rachael Lockyer, Head of Australia PE, Portfolio Manager, MLC Asset Management
Amy Pham, Fund Manager, Pengana Capital Group
Fiona Mann, Head of Listed Equities and Sustainable Investment, Brighter Super
Jacqueline Mengler-Mohr, Director, Wealth Management Tax (Financial) Adviser, Canaccord Genuity
Bianca Ogden, Fund Manager, Platinum Asset Management
Jessica Leung, Portfolio Manager, Global X ETFs
Jodie Cowburn, Manager Technical Services & Adviser, Morgans Financial
Lisa Kay, Chief Member Officer, Brighter Super
Melissa Fuller, Deputy CEO, Novigi
Anne McNee, Head of Member Sentiment, AustralianSuper
Melinda Howes, Group Executive, Superannuation & Investments, AMP Super
Ioana Logan, Head of Propositions, Zurich Australia
Chantelle Everett, General Manager – Group Claims, TAL
Kelly O’Brien, Senior Digital Product Manager – Growth, TAL
Franchesca Hurst, Senior Wealth Adviser, JBWere
Sandra Crouch, Senior Client Adviser, Morgans Financial
Georgie Hennekens, Private Client Advisor, Morgans Financial
Faye Longmuir, Senior Wealth Adviser, Canaccord Genuity
Lydia Toghill, Paraplanner, CollinsSBA
Lia Barnard, Paraplanner, Inspired Financial Advice
Vandu Kembhavi, Paraplanner, Insight Advisory Group
Teresa Yardi, Paraplanner, MiQ Private Wealth
Karen Greaves, Paraplanner, Morgans Financial
Yashera Raddalgoda, Associate Adviser, Hewison Private Wealth
Leilani Brown, Senior Paraplanner, Paraplanner Pro
Jessica Holmstrom, Manager of Client and Advice Success, Sufficient Funds
Georgia Horton, Associate Adviser, Euroz Hartleys
Michelle Inns, Chief Operating Officer, LGT Crestone
Gemma Crawford, Human Resources Manager, Euroz Hartleys
Chanel Cicchiello, Director, Florentina Finance
Molly Benjamin, Founder, Ladies Finance Club
Lina Dickens, Head of Data Analytics, Brighter Super
Kitrina Shanahan, Chief Financial Officer, HUB24
Lel Smits, Managing Director, The Stock Network
Melanie Nguyen, National Marketing and Communications Lead, Striver
Kelly Fisk, Chief Corporate Affairs and Marketing Officer, Iress
Lily Clothier, Growth Marketing Manager APAC, SS&C Technologies
Renee Davidson, Head of Marketing, Brighter Super
Natalie Jollow, Head of Marketing, Global X ETFs
Lauren Purcell, Head of Marketing, Platforms & Investments, AMP Limited
Ky Wilson, Head of Marketing & Membership, Institute of Financial Professionals Australia
Gemma Skillen, Marketing Manager, Euroz Hartleys
Anne McDonnell, Head of Group Marketing & Communications, HUB24
Renee Manzi, Business Development Manager, TAL
Kristina Benkotic, Head of Strategic Growth & Partnerships, Activam Group
Stacey Mitchell, Business Development Manager, CareSuper
Kylie Abbott, Senior Business Development Manager, Zurich Australia
Dani Dy, Business Development Manager, Futurity Investment Group
Natalie Philips, NSW State Manager, Allianz Retire+
Maggie Mills, Head of Distribution and Partner, Blackwattle Investment Partners
Kathy Taylor-Hofmann, Principal Consultant, Novigi
Anastasia Hanna, Executive Manager, Core Compliance and Risk Management, Shaw and Partners
Donna Caird, Head of Risk, Euroz Hartleys
Melissa Nolan, Head of Compliance, Ord Minnett
Deborah Latimer, Chief Risk Officer, HUB24
Shannon Durrant, Group Chief Risk Officer, Grimsey Private Wealth
Olivia Sarah-Le Lacheur, COO, MetLife Australia
Tsitsi Kariwo, Head of Compliance, Morgans Financial
Melissa Christy, Head of Lending Origination, AMP Bank
Pascale Helyar-Moray, Founder, Grow My Money
Clare Sellers, Head of Omnichannel, Brighter Super
Samer Fouani, Head of Cyber and Technology Risk, TAL
Beatrix Jakubec, Head of Technical Products, Brighter Super
Sonia Sardana, Executive Director Digital, JBWere
Charlotte Marra, Executive General Manager, Technical Support, Novigi
Claire Lux, Business Analyst, Padua Solutions
Ali + Gaby Rosenberg, Co-Founders, Blossom App
Mary Payne, Chief Product Officer APAC, SS&C Technologies
Jane Tandy, Managing Director, Leeuwin Wealth
Cheryl Hermann, Manager, Service Capability and Standards, UniSuper
Jane Ridder, Financial Adviser, Infocus St Leonards
Pascale Helyar-Moray, Founder, Grow My Money
Patricia Tsicalas, Private Client Adviser, Morgans Financial
Kylie Douglass, National Manager Mobile Lending, Bendigo Bank
Whitney Wilson, National Recruitment Lead and Account Manager, Striver
Briony Barclay Ridge, General Manager, AMP Super
Emma O’Flynn, General Manager and Co-Founder, Oxlade Financial
Amanda Boyce, Head of Advice, Euroz Hartleys
Evalesco Financial Services
Much more than money
Infocus St Leonards
Stellar Wealth
Euroz Hartleys
HUB24
Anne McDonnell, Head of Group Marketing and Communications, HUB24
Scarlett Dorney, Head of Investment Solutions, Morgan Stanley
Natalie Kleibert, Deputy Chair, Pro Bono Financial Advice Network
Annie O’Scanaill, Adviser Assistant – Undertaking Professional Year, Morgans Financial
Jessie-lee Curtis, Assistant Accountant/Student, Brewster Walsh Waters
Hannah Elliott, Associate Adviser, Stellar Wealth
Sienna Barnes, Wealth Strategy Associate, Euroz Hartleys
Shreya Chindarkar, Associate Adviser, Link Wealth Group
Financial Planner of the Year - NSW, ACT | VIC | QLD | SA, WA, TAS
Financial Planning Rising Star of the Year
Superannuation Professional of the Year
Superannuation Rising Star of the Year
Investment Professional of the Year
Investment Rising Star of the Year
Life/Risk Insurance Professional of the Year
Life/Risk Insurance Rising Star of the Year
Investment Adviser of the Year
Paraplanner of the Year
Industry Leader of the Year
Marketing/Communications Professional of the Year
BDM of the Year
Governance, Risk and Compliance Professional of the Year
Platforms Professional of the Year
Tech Innovator of the Year
Mentor of the Year
Employer of the Year
Pro Bono of the Year
Graduate of the Year
Woman of the Year
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