Risk People Update

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Zurich appoints CIO

Mathew Drennan is the new chief investment officer at Zurich Australia after Michael Vos resigned. Drennan was the head of savings and investments.

IFA awards

The IFA awards have been held for 2022, with the following winners:

  • Client Outcome of the Year - William Mackay, Mackay Private

  • Client Servicing Individual of the Year - Robert Rich, Endorphin Wealth

  • Compliance Consultant of the Year - Cheyenne Walker, Australian Independent Compliance Solutions

  • Dealer Group Executive of the Year - Arthur Kallos, Spark Financial Group

  • Goals-Based Adviser of the Year - Ellie Fordham, Verse Wealth

  • Holistic Adviser of the Year - Warren Strybosdch, Find Group

  • Industry Thought Leader of The Year - Ben Nash, Pivot Wealth

  • Innovator of the Year - Individual - Darren Steinhardt, Infocus

  • Investment Adviser of the Year - Ben Travers, Prosperity Wealth Advisers

  • Marketing Consultant of the Year - Lisa Greensill, Lisa Greensill

  • Newcomer of The Year - Azaria Bell, Skye Wealth

  • Paraplanner of the Year - Bianca Hodgkins, Stratus Financial Group

  • Practice Principal of the Year - Phil Thompson, Skye Wealth

  • Regional Adviser of the Year - Ian Byrne, Evolution Financial

  • Risk Adviser of the Year - Kristian Zuza, Peak Wealth Management

  • SMSF Adviser of the Year - Christopher Morcom, Hewison Private Wealth

  • Transformation of the Year - Individual - Dawn Thomas, The Wealth Designers

  • Young Adviser of the Year (30 years or under) - Cara Williams, Sufficient Funds

  • ifa Excellence Award - Individual - Christopher Morcom, Hewison Private Wealth

FPA awards

The Financial Planning Association (FPA) has announced the winners of the 2022 FPA Awards.

  • FPA Certified Professaional Planner, Professional of the Year Award - Andy Reynolds, EFS Advice

  • FPA Professional Practice of the Year Award - Alman Partners, Mackay QLD

  • FPA Financial Planner AFP of the Year Award - Lili Hong, Future Gen Solutions

  • FPA University Student of the Year Award - Matthew Kanizay, Deakin University

  • Gwen Fletcher Memorial Award - Brigitta Hembrow Gersey, Elston Private Wealth

ClearView appoints new underwriters

Sheldon Hatzantonis and Daniel Yianakis are new principal underwriters at ClearView Wealth. Hatzantonis moves into the role from BT Financial Group in Sydney, while Yianakis joins from BT Financial Group in Melbourne.