What an award winning year….

It’s been a big year at the Wealth Designers!!

To be honest, a lot of the year had challenges but it finished the right way.

On the back of our own Robin Sandover being named a finalist for the Financial Advice Association Australia (FAAA) Adviser of the Year, I was thrilled for The Wealth Designers to step back into the spotlight at the 2023 Independent Financial Adviser (IFA) Excellence Awards Gala Dinner held in Sydney recently as the proud winners of not one, not two, but four national awards!

1. Self-Licensed Firm of the Year:

We are beyond honoured to have clinched this prestigious award, a testament to our commitment to comprehensive advice, made possible by our distinctive advice model and the tireless dedication of our exceptional team.

2. Client Servicing Company of the Year:

Another feather in our cap! Winning this accolade reinforces our dedication to providing unparalleled service to you, our valued clients.

3. Industry Thought Leader of the Year – Dawn Thomas CFP®, SSA:

Our Senior Wealth Adviser, Dawn Thomas, has rightfully earned the title of “Industry Thought Leader of the Year.” This recognition speaks volumes about her pioneering contributions and forward-thinking approach that continue to shape the financial advice landscape.

4. IFA Excellence Award – Individual – Dawn Thomas CFP®, SSA:

Dawn Thomas has not only shone as the Industry Thought Leader but has also been honoured with this prestigious award, a well-deserved acknowledgment of her outstanding contributions to the industry and her passion for ushering in change to the way financial advice is given.
In addition to our wins, we were finalists in six other categories, a true testament to the calibre of our team and the unwavering standards we uphold.

A special congratulations to Michelle Flanagan and Robin Sandover, who were finalists in their respective categories. Their dedication and expertise have significantly contributed to our shared success.

At The Wealth Designers, we believe that our success is not just measured in awards, but in our pursuit to pioneer new frontiers in financial advice.

Our aim is not to follow the pack but to lead it into uncharted territories – driving change, promoting education, fostering diversity, and being committed innovators who deliver advice and services that surpass expectations.

These awards and nominations stand as a collective testament to our commitment to providing our clients with valuable, ethical, and trusted financial advice.

Troy MacMillan
Chief Executive