The winners of the Australian Wealth Management Awards have been announced, celebrating excellence, innovation and outstanding performance across Australia’s wealth management industry.
Held at Shangri-La Sydney and presented in partnership with principal partner MLC Asset Management, the Australian Wealth Management Awards brings together a diverse mix of attendees, from emerging talent to seasoned leaders, across start-ups and well-established or evolving firms.
The awards are highly valued by individuals and organisations seeking to strengthen their position within financial services while showcasing their commitment to growth, excellence, and innovation.
The awards highlighted excellence across a broad range of categories, with winners including:
- Adviser of the Year – Aged Care: Kara Treeby, Ageing with Grace Advisory
- Adviser of the Year – Estate Planning: Alex Hont, Moran Partners Financial Planning
- Adviser of the Year – High Net Worth: Samuel Fenning, Esencia Wealth
- Adviser of the Year – Personal Advice: Luke Mase, Inovayt
- Adviser of the Year – Risk: Steven Roberts, Oakmont Financial Group
- Adviser of the Year – SMSF: Jose Pais, Legacy Planning
- Adviser of the Year – Superannuation: Kieran Menzie, Financial Foundations Australia
- Executive of the Year – Dealer Group: Eugene Ardino, Lifespan Financial Planning
- Executive of the Year – Digital Advice: Andrea Boss, AMP
- Executive of the Year – Financial Advice: James Millard, Sufficient Funds
- Executive of the Year – Funds Management: Alex Donald, Ironbark Financial Group
- Executive of the Year – Insurance: Andrew Debono, Peak Wealth Management
- Executive of the Year – SMSF: William Shorte, Sonas Wealth
- Executive of the Year – Superannuation: Melinda Howes, AMP
- Innovator of the Year – Dealer Group: Trend Capital Group
- Innovator of the Year – Digital Advice: Otivo
- Innovator of the Year – Financial Advice: Wick Financial
- Innovator of the Year – Funds Management: Pengana Capital Group
- Innovator of the Year – Insurance: iExtend
- Innovator of the Year – SMSF: Stockspot
- Innovator of the Year – Superannuation: AMP
- Innovator of the Year – Wealth Tech: SuperMate
- Best Fund Manager – Crypto: JellyC
- Best Fund Manager – Equities: Orbis Investments
- Best Fund Manager – Fixed Income: Pengana Capital Group
- Best Fund Manager – Private Credit: Qualitas
- Best Fund Manager – Private Equity: BFA Global Investors
- Best Fund Manager – Property: MaxCap
The evening culminated in the presentation of the highly anticipated awards, with Wealth Management Business of the Year awarded to Wick Financial, and Kara Treeby from Ageing with Grace Advisory recognised as Wealth Management Professional of the Year.
The Australian Wealth Management Awards showcase the depth, diversity and strength of Australia’s wealth management sector, recognising the organisations, professionals and leaders who continue to deliver excellence, innovation and meaningful long-term outcomes for clients.
Prime Creative Media’s Head of Awards and Conferences, Caitlyn Douglas, speaks on the quality of submissions for the 2026 program.
“Each year, the Australian Wealth Management Awards provide an opportunity to recognise the outstanding achievements of Australia’s wealth management professionals and organisations. The calibre of this year’s finalists and winners reflects the expertise, resilience and commitment of those who continue to shape the future of the industry and deliver greater value for clients,” said Douglas.
For the complete list of winners and finalists, click here.