Wealth Adviser

Who else is excited? 🙋🙋♀️ Special shout out to the Expo Centric team! Stan Kruss Rob Macfarlane 👏 Amazing work - thanks to all involved.

🏆 Presented at our AIA Australia Roaring 20's Gala Dinner, our Practice of the Year award celebrates an extraordinary journey - Stefan Angelini and the remarkable team at Angel Advisory. What began in 2019 has blossomed into something truly special. Through dedication, calculated risks, and unwavering belief that anything is possible with hard work, Stefan has built not just a successful business, but a thriving family of 12 professionals who share his vision and values. Their active participation in WT Financial Group (ASX:WTL) Optimum Better Business Sessions and willingness to share intellectual property has enriched our entire adviser community - a testament to their belief that a rising tide lifts all boats. Congratulations to Stefan and every member of the Angel Advisory team. Your growth from startup to standard-bearer in just four years shows what's possible when vision meets dedication. Apologies to those team members not tagged - this award also celebrates each and every one of you! #WealthAdviser #NewHorizons #Congress2024 #PracticeOfTheYear

Wonderful night celebrating the best of the best in financial advice last night at the IFA Awards. No 🏆’s for Sufficient Funds 🏆 Employer of the Year, Women in Finance this time, but we enjoyed celebrating as 6x finalists amongst a cracking group of individuals and businesses. Special shoutout to Jess Holmstrom, our Manager of Advice & Client Success, who represented SF for the third time as a finalist in the hotly contested Paraplanner of the Year award. You are a winner every single day for us Jess. Total legend 🙌💪 Congratulations to all of the winners and finalists. The future in our impactful space is incredibly bright 😎 🚀

Out for a quiet night- with these two - what could possibly go wrong 😬🤦♂️🤣 Michael Williams Shane Light

IFA awards in Sydney! Not use to the humidity. Michael Williams Keith Cullen

🏆 Congratulations to James Mousa of Life Sumo, our Holistic Adviser of the Year, award presented during our New Horizons: 2024 Congress with the support from AIA Australia. James and his team have mastered the art of comprehensive advice delivery. Whilst James couldn't join us for the celebration, his commitment to educating clients and championing quality advice made him a standout recipient. #WealthAdviser #NewHorizons #Congress2024 #HolisticAdvice

To our dedicated early risers who conquered the La Trobe Financial Passage Peak Challenge at our New Horizons Congress 2024 - that's what I'd call dedication! Starting at 4:50am to catch that spectacular sunrise from the peak shows true commitment. The view was worth every step! ⛰️ Tracey Moore #WealthAdviser #NewHorizons #Congress2024 #HamiltonIsland #PassagePeak

🏆 Congratulations to Mark Crowe of Panorama Financial Services, our Risk Adviser of the Year! This award was presented during our New Horizons: 2024 Congress - and supported by AIA Australia. Mark's commitment to client outcomes and practice growth exemplifies excellence in risk advice. His dedication to team culture and community involvement makes this achievement even more special. #WealthAdviser #NewHorizons #Congress2024 #RiskAdvice

🏆 Congratulations to Leo Feldman of Russell Investments, our Industry Executive of the Year, award presented during our New Horizons: 2024 Congress - and supported by AIA Australia. Known for his "no request too hard, no task too small" approach, Leo's unwavering support of advisers set him apart in an incredibly competitive field. #WealthAdviser #NewHorizons #Congress2024 #Leadership

To all our adventurous paddlers who took on the HUB24 Limited myprosperity Kayak Sprint at New Horizons Congress 2024 - what energy! Watching you navigate the crystal waters of Hamilton Island showed that advisers are up for any challenge. Nothing like some healthy competition on the water! 🚣♂️ #WealthAdviser #NewHorizons #Congress2024 #HamiltonIsland #KayakSprint Louise Jones Daniel Proietto Grant Daubeny Peter McCarthy