11 October 2022

Finalists in the IFA Excellence Awards 2022

We’re excited to let you all know that The Wealth Designers has been nominated in three categories in the IFA Excellence Awards!

These national awards recognise independent financial advice individuals and firms for their dedication to the industry.

This year we’re up for the top gongs of

• Client Servicing Company of the Year
• Holistic Advice Firm of the Year; and
• Self-Licensed Firm of the Year.

Given our commitment to bringing more personability, transparency and “real talk” to the industry, we couldn’t be happier to see us recognised nationally as a leading force in client services and holistic advice.

Our clients really do mean so much to us and our advisors give their all in building strong, authentic relationships and delivering next-level financial advice to you all. When I ask members of our team what they most enjoy about their job, the answer is always the same – they love making a true difference your lives, helping you to live well, today, tomorrow and beyond.

A special mention must go to one of the brightest lights in our office, Dawn Thomas, who has been individually nominated for Industry Thought Leader of the Year and Transformation of the Year – Individual awards whilst also being nominated for Thought Leader of the Year in the Women in Finance Awards. 

Dawn, you’re a superstar and we’re so lucky to have you on The Wealth Designers team.

Now the countdown is on to November, when the winners will be announced at a black-tie gala in Sydney. We’ll keep you posted how we go!