2023 Winners and finalists

Accountant of the Year

Helen Francis, TY Francis
Brooke Hepburn-Rogers, Foxton Financial
Tanya Holtham, Alto Accounting & Advisory

Shaunie Huzzey, Mazars

Joy Kulavong, SuperCo
Maggie Lo, Amplify
Neha Malhotra, Futurewood
Susan Manns, Approach Super
Simone Palfreyman, Palfreyman Chartered Accountants
Simone Quin, Prime Financial Group

Accounting Consultant of the Year

Tien Do, BlueRock Australia
Michelle Kvello, Lantern Partners
Kayla Russell, Palfreyman Chartered Accountants

Kylie Thompson, Sorrento Strategic

Auditor of the Year

Katrina Fletcher, Elite Super
Nica Justiniano, outsource Financial

Naomi Kewley, Peak Super Audits

Nicole Oborne, PwC

Banking and Finance Lawyer of the Year

Pooja Anantha, Ashurst
Zina Edwards, Hamilton Locke
Brittany Graham, Dentons Australia

Paula Nassif, King & Wood Mallesons

Bookkeeper of the Year

Robyn Flynn Large, Somerville Bookkeeping
Georgia Graham, Empowering Financial Solutions
Kaleena Haas, KH Account Solutions
Kate Lacey, PLH Accountants

Sandie Menzies, Shoebox Books and Tax Australia

Sophie Meredith, Book Us Bookkeeping
Kat Piachaud, Katalyse Consulting
Sherlin Samaraweera, SDS Accounting & Bookkeeping Solutions
Keryn Stack, Accounts All Sorted

Business Development Professional of the Year

Kylie Abbott, Zurich
Emily Bacely, ANZ
Jade Custance, TAL Life
Katharine Jackson, Milford
Krista Laios, Schroder Investment Management Australia
Sarah Madigan, ubank
Isabella Minns, Deposit Assure

Carolyn O’Brien, Class

Frances Rikard-Bell, Banjo Loans
Erin Williams, AFG

Chief Executive Officer of the Year

Brooke Hepburn-Rogers, Foxton Financial

Christina Hobbs, Verve

Michelle Kvello, Lantern Partners
Shelley McGinty, Preston Point Capital
Pippa McKee, Institute of Financial Professionals Australia
Andrea McNaughton, LMG
Tanya Sale, outsource financial
Laura Spalding, Broker Ideas Group
Debra Taylor, OpenSparkz
Kylie Waldock, MoneyPlace

Commercial Finance Broker of the Year

Isabella Constantinou, Simplicity Loans

Kasia El-Rahi, AIA Solutions
Klara Khoshaba, Muse Financial Services
Katie Liu, JKK Solutions
Lucinda Luong, Finstead Capital
Jess Milne, Nivcorp Property Finance
Maggie Nasr, Drive On Finance
Julia Paton, Nero Financial
Priya Sood, Cinch Loans
Tana Xuren, uBroker Finance Group

Director of the Year

Donna Bruce, Alto Accounting & Advisory
Kasia El-Rahi, AIA Solutions
Ulrika Lobo, Sparrow Loans

Lisa Marshall, BlueRock Accounting

Shelley McGinty, Preston Point Capital
Simone Quin, Prime Financial Group
Peta Siebert, Coronis Mortgage and Finance
Lel Smits, Australian Shareholders’ Association
Juanita Wrenn, Hudson Financial Planning
Stacey Zuluaga, SEIVA

Entrepreneur of the Year

Nikki Berzin, Cherry Lending & Finance
Alexandra Brown, Ethical Invest Group
Kanika Chaudhary, accountico

Izzy Jensen, Kakariki Capital

Selda Kaplan, TaxLeopard
Ulrika Lobo, Sparrow Loans
Kat Piachaud, Katalyse Consulting
Jennifer Richardson, Got Money Honey
Kerry Sainsbury, Credit Success
Tracey Sofra, WOW Women

Executive Assistant/Personal Assistant of the Year

Mariah Clarkson, LINK

Madeleine Dart, outsource Financial

Zoe Dunne, Smart Private Wealth
Gabbie Farnham, She’s on the Money
Carmen Garcia, Earlypay
Ellise Hasler, HLB Mann Judd
Rivka Louwen, Finsure
Tiana Mason, Financia
Ayushi Patel, Cinch Loans
Sanju Shahi, MortgageWorks

Financial Adviser of the Year

Manisha Bhudia, Wealthwise
Kelly Conley, King Financial Group
Olivia Glare, Consortium Private Wealth
Kate Golder, Alteris Financial Group
Magdeline Jacovides, Mazi Wealth
Jane Mitchell, Advise Wise
Juliana Rajkovic, Escala Partners
Natallia Smith, TruWealth Advice

Cara Williams, Sufficient Funds

Fintech Leader of the Year

Soniya Birla, CitoPlus
Rebecca Del Rio, Bizcap

Simona Dimovski, Helia

Michelle Elliott, Lendi Group
Claudia Kolbe, Fundabl
Danni Le Grande, Finura Group
Kieran Mullins, MoneyPlace
Nicki Olds, Plenti
Aysun Portoglou, ubank
Karen Stephens, BCyber

Innovator of the Year

Melissa Church, Affluens360 Wealth Management
Kathryn Cosentino, BT
Samantha Geelan, Empower Age Care Strategic Advice
Winnie Masibo, Mortgage Ezy
Christine McWilliams, The SMSF Foundation

Jeannie Savage, The Strategic Bookkeeper

Marketing Professional of the Year

Dimi Bartolillo, Helia
Aynsley Campbell, Aynsley Campbell Creative
Naomi Christopher, Lonsec
Rachael Dickinson, BT
Estelle Fletcher, Rerise Digital

Emer Hogan, Lendi Group

Aoife Reilly, Assetline Capital
Nita Sreedharan, Mortgage Choice
Angela Tracey, LMG
Ky Wilson, Institute of Financial Professionals Australia

Mentor of the Year

Margie Cannizzo, Mortgage Choice
Karen Carter, Bank of Queensland
Kristy Fairbairn, Wize Mentoring & The Business Oasis

Heather Gallagher, outsource Financial

Melissa Goodman, Viridian Financial Group
Melissa Grimshaw, Hudson Financial Planning
Marion Mays, Thalia Stanley Group
Simone Palfreyman, Palfreyman Chartered Accountants
Angela Roberts, Lendi Group
Kayla Russell, Palfreyman Chartered Accountants

Mortgage Broker of the Year

Helen Avis, Specialist Mortgage
Donna Beazley, Oxygen Home Loans
Dana Blewitt, The Lenders Club
Sandy Kelso, Kelso Finance Mortgage Brokers
Kirsty McKinnon, Flair Finance

Louisa Sanghera, Zippy Financial Group

Belinda Sugars, Mortgage Choice Parkside
Deslie Taylor, Mortgage Choice Ormeau
Melissa Wright, Zest Mortgage Solutions
Ming Yang, Ming Finance

Office Administrator of the Year

Nidhi Bajaj, Cinch Loans
Jodie Bartel, MoneyQuest Nairne
Sarah Colreavy, Virtus Mortgage Broking Services

Megan Kelly, Blackburne Mortgage Broking

Amy Mills, Osinski Finance
Jordan Porter, Insight Wealth Planning
Irish Seda, outsource Financial
Payal (Lia) Seth, Wealth for Life Mortgage Solutions
Grace Smith, Money Links
Alice Tchen, Funding.com.au

Principal of the Year

Kanika Chaudhary, accountico

Olga Koskie, Tax Assure

Shelley McGinty, Preston Point Capital
Belinda Piffl, LBK Advisory
Kylie Quenon, Go Mortgage
Tabitha Tworek, Insight Wealth Planning

Regional Professional of the Year

Leilani Brown, Paraplanner Pro
Kelly Carter, Mortgage Choice
Jessica Deamer, Crest Financial Services
Jessica Holmstrom, Sufficient Funds
Jayde Lees, MY EXPERT
Ashleigh Pakis, Panache Financial

Simone Palfreyman, Palfreyman Chartered Accountants

Grace Smith, Money Links
Tabitha Tworek, Insight Wealth Planning
Jess Wallis-Hinde, Property Before Prada

SMSF Adviser of the Year

Natalia Clack, Easy Super
Karen Dezdjek, Prime Financial Group
Lili Hong, Future Gen Solutions
Michelle Ignacio, TaxSmart Cafe
Holley Lucey, Millennium Wealth Advisory

Lisa Papachristoforos, HOC Private Wealth

Thought Leader of the Year

Nikki Berzin, Cherry Lending & Finance
Donelle Brooks, Earlypay
Karen Carter, Bank of Queensland
Natasha Panagis, The Institute of Financial Professionals Australia
Katherine Persoglia, Property Before Prada

Trenna Probert, Super Fierce

Yasmine Shah, Women’s Commercial Finance Forum (WCFF)
Suzi Trajanovski, LMG
Sarah Wells, Tailored Banking & Finance Solutions
Angel Zhong, RMIT University

Young Leader of the Year

Gioia Di Masi, Oui Finance
Darcy Krenn, Wealth Arena

Laura Lavelle, The Australian Lending & Investment Centre

Molly Lim, Box Advisory Services
Michaela Shaw, Moneyquest Penrith, Blue Mountains, Castle Hill & Mackay
Shreya Shrestha, Alaya.co
Ashley Trbojevic, Federation Asset Management
Courtenay Walker, Fox and Hare
Alexandra Williams, Pitcher Partners
Selena Yiap, More Than Mortgages

Small Business Adviser of the Year

Donna Bruce, Alto Accounting & Advisory
Michelle Kvello, Lantern Partners

Molly Lim, Box Advisory Services

Lisa Maletta, Bacchus Advisory
Arpana Patel, AveSol Accounting Service
Kat Piachaud, Katalyse Consulting
Kayla Russell, Palfreyman Chartered Accountants
Shannon Smit, Smart Business Solutions
Prue Smith, McQueen Group
Jeni Wilcock, Sullivan Dewing Chartered Accountants & Business Builders

Women in Finance Excellence Award

Trenna Probert, Super Fierce