Young investment manager of the year named

By Reporter
 — 1 minute read

The Young Leaders in Finance Awards winners have been announced by Momentum Media, with Knightsbridge Wealth Management's Thomas Lambert taking out Investment Manager of the Year.

The inaugural awards ceremony, held at Sydney’s Hyatt Regency, saw more than 20 of tomorrow’s financial services sector leaders recognised for their outstanding contributions to the industry.

Momentum Media managing editor for wealth Aleks Vickovich said the awards highlighted the strength of the industry moving into the future.


“Despite the negative headlines in the industry, the Young Leaders in Finance Awards shows that passionate, client-centric, community-oriented professionals are coming through the ranks,” Mr Vickovich said.

“Congratulations to the winners and finalists. We encourage you to continue making a positive contribution to the financial sector.”

Winners were selected by a panel of experienced industry professionals from a range of disciplines.

The winners are:

Accountant of the Year Jason Robinson, RBK Advisory

Auditor of the Year Alex Hardy, Prosperity Advisers Group

Bookkeeper of the Year Kathleen Piachaud, Carbon Group

CEO of the Year Jack O'Reilly, funding.com.au

Director of the Year Caleb Dozzi, Dozzi Financial Advice

Entrepreneur of the Year Joel Robbie, Nod

Finance Broker of the Year Marshall Condon, Neue Black

Financial Adviser of the Year Ray Jaramis, Treysta Financial Life Management

Fintech Leader of the Year Chaz Prezident, Crowdfunding.com.au

Innovator of the Year Nathan Smith, Power Tynan

Investment Business Development Leader of the Year Charlie Wapshott, Walsh & Company Asset Management

Investment Manager of the Year Thomas Lambert, Knightsbridge Wealth Management

Legal Counsel of the Year Daniel Houghton, K&L Gates

Lending Business Development Leader of the Year Jordan Mutton, Positive Lending Solutions

Marketing Professional (Agency) of the Year Harry Brownbill, PHD Media

Marketing Professional (In-house) of the Year Sabrina Cortez, Mortgage & Finance Association of Australia (MFAA)

Mortgage Broker of the Year Alex VeljancevskiEventus Financial

Principal of the Year Sam Robinson, Pursue Wealth

Public Relations/Communications Professional of the Year Sabrina Cortez, Mortgage & Finance Association of Australia (MFAA)

Regional Professional of the Year Harley RadovanFocused on Finance

SMSF Adviser of the Year Brett Jackson, Lantana Private Wealth

Thought Leader of the Year Sam Robinson, Pursue Wealth

Young Leaders in Finance Excellence Award Joel Robbie, Nod

Graduate Program of the Year AMP Services Limited

Recruiter of the Year Platinum People Group

Education & Training Program of the Year The Outperformer

The ifa Excellence Awards are back in 2021 and nominations are now open!

This prestigious accolade recognises exceptional professionals within the financial advice industry, shining a light on the outstanding achievements from the nation's best and brightest. If this sounds like you or someone you know, then nominate today for the ifa Excellence Awards 2021! ifa.com.au/excellence-awards


Young investment manager of the year named
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