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2023 Dawn Thomas – FS Power 50
2023 Robin Sandover – FAAA Adviser of the Year – Finalist
2023 Transformation of the Year – Company
2023 Holistic Advice Firm of the Year
2023 Client Servicing Company of the Year
2023 Self-Licensed Firm of the Year
2023 Client Outcome of the Year – Dawn Thomas
2023 Industry Thought Leader of the Year – Dawn Thomas
2023 Best Adviser Network/Social of the Year – Dawn Thomas
2023 Holistic Adviser of the Year – Dawn Thomas and Michelle Flanagan
2023 Young Adviser of The Year (30 years and under) – Robin Sandover
2022 Winner IFA Excellence Awards
Transformation of the Year
Individual
2022 IFA Excellence Awards
Client Servicing Company of the Year
2022 IFA Excellence Awards
Holistic Advice Firm of the Year
2022 IFA Excellence Awards
Industry Thought Leader of the Year
2022 IFA Excellence Awards
Self-Licensed Firm of the Year
2022 FSPower50
Most Influential Advisers
2021 FSPower50
Top 50 Most Influential Advisers
2021 AFA
Great Advice Award
2020
Most Trusted Advisers
2020 FSPower50
Top 50 Most Influential Advisers
2019
Most Trusted Advisers
2019 AFA
Female Excellence
ain Advice Winner
2018 AFA
Australian Practice
of the Year Winner
2014 Telstra
Small Business Award Winner
2013 Best Practice Australia
2012 FPA Best Practice Award for a CFP Professional
2011 AFA
Australian Adviser
of the Year Winner