Lonsdale announces finalists for the 2017 adviser awards

Lonsdale Financial Group (Lonsdale) announces the finalists for the 2017 Lonsdale adviser awards, with winners to be announced at the Lonsdale and IOOF Alliances Annual Conference on Wednesday 18 October in the Hunter Valley.


The awards recognise excellence in advice, community involvement both within Lonsdale and the wider financial services industry and business growth over the past 12 months.

Award

Finalists

Financial Adviser of the Year Award

  • Tonina Ciarrocchi – Alta Financial Planning (VIC)
  • Tom Dawe – Capital Focused (QLD)
  • James Harris – Brown and Bird Financial Planning (QLD)
  • Michael Kennedy – Capital Focused (QLD)
  • Ivan McMaster – Bentley Zeus (NSQ)
  • Tania Tonkin – DMCA Wealth Solutions (SA)
  • Dirk Werner – MPFS (VIC)

Lonsdale Business of the Year

  • Boyce Financial Services (NSW)
  • Capital Focused (QLD)
  • Catapult Wealth (SA)
  • HLB Mann Judd (NSW)
  • Middleton Securities (SA)

Lonsdale Dealer Associate of the Year

  • Haines Muir Hill (VIC)
  • MBA Wealth Solutions (NSW)
  • Moneyplan (VIC)

Future Leaders Award

  • Carmen Caldwell – Boyce Financial Services (NSW)
  • Ben Douglas – Belmores Wealth Management (VIC)
  • Sarah Haans – PAH Wealth Management (VIC)
  • Olivia Richards – MPFS (VIC)

IOOF Alliances and Lonsdale Excellence in Risk

  • Alta Financial Planning (VIC)
  • Moneyplan (VIC)
  • Sinclair Wilson Investment Services (VIC)