Categories

ACCOUNTANT OF THE YEAR

This award recognises the accountant who has most effectively shaped their business’s performance and delivered value to their organisation.

ACCOUNTING CONSULTANT OF THE YEAR

In an increasingly complex tax and legislative environment, consultants are an important part of advising on transactions, compliance, and business performance.

This award recognises the consultant who has exceeded expectations in their dedication and performance for clients on complex business matters.

AUDITOR OF THE YEAR

This award recognises an outstanding auditor in the accounting industry who has shaped business success in the 2023 calendar year.

Based on business growth metrics as well as support and servicing, the award considers the activities, strategies and actions of the auditor in terms of driving increased revenue and efficiencies.

BANKING AND FINANCE LAWYER OF THE YEAR

This award recognises a lawyer who has dominated the banking and finance practice area, advising on high-stakes legal matters concerning the industry.

BOOKKEEPER OF THE YEAR

This award recognises an outstanding Australian bookkeeper who has ensured business financial matters remain accurate and up to date.

BUSINESS DEVELOPMENT PROFESSIONAL OF THE YEAR

This award recognises the business development professional who has most effectively helped support their business’s performance and delivered value to their organisation.

CHIEF EXECUTIVE OFFICER OF THE YEAR

This award recognises the chief executive officer (CEO) who has most effectively shaped their business’s performance and delivered value to their organisation.

COMMERCIAL FINANCE BROKER OF THE YEAR

This award recognises the commercial finance broker who best represents the industry across key factors, including, but not limited to, loan volumes, loan book growth, customer service, as well as business processes, systems, stakeholder engagement, and customer relationship abilities.

DIRECTOR OF THE YEAR

This award recognises the director who has most effectively shaped their business’s performance and delivered value to their organisation.

ENTREPRENEUR OF THE YEAR

This award recognises the professional who has most effectively identified a business opportunity and has overseen the launch and growth of an enterprise in financial services. All relevant types of entrepreneurship in financial services will be considered, whether related to product, service, business development processes, technology, staff/client management or any other area.

EXECUTIVE/PERSONAL ASSISTANT OF THE YEAR

This award recognises the executive/personal assistant who has most effectively helped support their business’s performance and delivered value to their organisation.

FINANCIAL ADVISER OF THE YEAR

This award recognises the financial advice specialist, considering the delivery of best practice financial advice and the aptitude and acumen to build a successful, client-driven advice business.

FINTECH LEADER OF THE YEAR

This award recognises a woman in the fintech community who has demonstrated a commitment to innovation, thought leadership and the goal of raising the number of women working in fintech. It includes executives, founders, managers, employees, consultants and other fintech industry stakeholders.

INNOVATOR OF THE YEAR

This award recognises the professional who has most effectively developed and capitalised on innovation, creating a new best practice in financial services.

MARKETING PROFESSIONAL OF THE YEAR

This award recognises the marketing professional who has most effectively driven value to a financial services organisation in their role in the organisation or through a client service offering.

MENTOR OF THE YEAR

This award recognises the mentor who has made an outstanding contribution to mentoring and has provided a high level of guidance and support to mentees.

MORTGAGE BROKER OF THE YEAR

This award recognises the mortgage broker who best represents the industry across key factors, including, but not limited to, loan volumes, loan book growth, compliance, and customer service, as well as business processes, systems, stakeholder engagement and customer relationship abilities.

OFFICE ADMINISTRATOR OF THE YEAR

This award recognises the office administrator who has most effectively helped support their business’s performance and delivered value to their organisation.

PRINCIPAL OF THE YEAR

This award recognises the principal or SME owner who has most effectively shaped their business’s performance and delivered value to their organisation.

REGIONAL PROFESSIONAL OF THE YEAR

This award recognises the regional professional who has most effectively shaped their business’s performance and delivered value to their organisation.

SMALL BUSINESS ADVISER OF THE YEAR

The advisers that small businesses trust with their affairs are contributing to the economic heartbeat of Australia.

This award recognises the finance professional who actively seeks to service and assist small-business clients and includes accountants, bookkeepers, financial advisers and mortgage advisers.

SMSF ADVISER OF THE YEAR

This award recognises the most outstanding professional dedicated to the consistent provision of quality, robust SMSF advice.

It considers the professional development, expertise and strategies of the adviser in servicing and maintaining their SMSF clients.

THOUGHT LEADER OF THE YEAR

This award recognises the thought leader who has most effectively shaped their business’s performance and delivered value to their organisation.

This professional can clearly articulate the desired direction of the industry, and draw upon best practice from other relevant industries and markets to champion the growth and development of the sector.

YOUNG LEADER OF THE YEAR

This award recognises the young professional who has most effectively shaped their business’s performance and delivered value to their organisation.

EMPLOYER OF THE YEAR (SME)

This award recognises the business in the financial services industry that demonstrated the best balance of gender diversity and commitment to the progression of women in the company.

This category assesses initiatives that support women in the workplace (such as equal pay, training and career development, flexible working arrangements for carers, childcare initiatives) considering the benefits to the individual as well as the
tangible business benefits to the company as a whole.

EMPLOYER OF THE YEAR

This award recognises the business in the financial services industry that demonstrated the best balance of gender diversity and commitment to the progression of women in the company.

This category assesses initiatives in the business (such as flexible working arrangements, childcare initiatives, equal pay, training and career development), considering the benefits to the individual as well as the tangible business benefits to the company as a whole.

TRAINING AND DEVELOPMENT PROGRAM OF THE YEAR

Reversing inequities and fostering new talent often requires targeted, strategic development programs for focus or minority groups in an organisation.

This award recognises the business in financial services that has established and sustained a development program specifically designed for the training and championing of women in their ranks.

WELLNESS PROGRAM/INITIATIVE OF THE YEAR

This award recognises a business working in financial services in Australia that has actively advocated for women’s health and wellness initiatives, events and/or activities among their peers and the community at large.

The firm must demonstrate how its initiatives have enriched the understanding and importance of wellness in Australia’s financial services industry.

WOMEN’S COMMUNITY PROGRAM OF THE YEAR

This award recognises the business in the financial services industry that demonstrated the most beneficial social and community engagement program focused on women during the 2023 calendar year.

This category assesses the outcomes of the community service program, considering the benefits to the cause or purpose supported as well as the tangible business benefits.