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2019 Winners and Finalists

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BUSINESS DEVELOPMENT MANAGER OF THE YEAR

Damian Casey, Fidante Partners

Ravi Verma, OpenInvest

Simon Brody, Millennium3 Financial Services

BUSINESS DEVELOPMENT MANAGER OF THE YEAR

Dean Campbell, JBWere

Jade Custance, TAL

BUSINESS DEVELOPMENT MANAGER OF THE YEAR

Dean Campbell, JBWere

Jade Custance, TAL

BUSINESS DEVELOPMENT MANAGER OF THE YEAR

Brett Madigan, NEOS Life

Reuban Siva, Walsh & Company

FINANCIAL PLANNER OF THE YEAR

Brad Fensom, Australian Unity Personal Financial Services

Felicity Cooper, Cooper Wealth Management

Frances Easton, Alman Partners
James Ridley, Atlas Wealth Management
Phillip Richards, Endorphin Wealth Management
Shane Light, The Hopkins Group

YOUNG ACHIEVER OF THE YEAR

Charis Campbell, Macquarie

James Ridley, Atlas Wealth Management
Phillip Richards, Endorphin Wealth Management
Zacary Leeson, HPH Solutions

PARAPLANNER OF THE YEAR

Angela Richards, Paraplanner.com.au

Chris Cynkar, RSM Financial Services
Eric Galiatsatos, Paraplanner.com.au
Mellissa Edwards, Paraplanner.com.au
Taiki Yasushima, Strategy First Financial Planning

LIFETIME ACHIEVER

Indy Singh, Fiducian Group

AUSTRALIAN LARGE CAP EQUITIES

Platypus Australian Equities Fund

AB Managed Volatility Equities Fund

Bennelong Australian Equities Fund

AUSTRALIAN SMALL CAP EQUITIES

Fidelity Future Leaders Fund
Eley Griffiths Group Emerging Companies Fund

Perennial Value Microcap Opportunities Trust

GLOBAL EQUITIES

Generation Wholesale Global Share Fund

Ironbark Royal London Concentrated Global Share Fund
AB Global Equities Fund

GLOBAL EMERGING MARKET EQUITIES

Fidelity China Fund

Colonial First State Asian Growth Fund
Robeco Emerging Conservative Equity Fund

LONG/SHORT EQUITIES

Solaris Australian Equity Long Short Fund

Antipodes Global Fund
Platinum International Healthcare Fund

RESPONSIBLE INVESTMENTS

Alphinity Sustainable Share Fund
Pengana WHEB Sustainable Impact Fund

Australian Ethical Australian Shares Fund (Wholesale)

AUSTRALIAN PROPERTY SECURITIES

Pendal Property Securities Fund

Legg Mason Martin Currie Real Income Fund
Charter Hall Maxim Property Securities Fund

GLOBAL PROPERTY SECURITIES

Principal Global Property Securities Fund
SGH LaSalle Global Property-Rich Fund

Quay Global Real Estate Fund

INFRASTRUCTURE SECURITIES

Colonial First State Global Listed Infrastructure Securities Fund

Magellan Infrastructure Fund

RARE Emerging Markets Fund

DIRECT AND HYBRID PROPERTY

Aust Unity Retail Property Fund

Aust Unity Diversified Property Fund
Charter Hall Direct Office Fund

AUSTRALIAN FIXED INCOME

Legg Mason Western Asset Australian Bond Fund
Macquarie Australian Fixed Interest Fund

Janus Henderson Australian Fixed Interest Fund

GLOBAL FIXED INCOME

Colchester Global Government Bond Fund

PIMCO Global Bond Fund
Legg Mason Western Asset Global Bond Fund

ALTERNATIVE STRATEGIES

P/E Global FX Alpha Fund
Winton Global Alpha Fund

Partners Group Global Value Fund (AUD)

MULTI-ASSET

Cbus Industry Growth

BMO Pyrford Global Absolute Return Fund

MLC Wholesale Inflation Plus Moderate Portfolio

ETF PROVIDER

BetaShares
Vanguard

Van Eck

SEPARATELY MANAGED ACCOUNTS

Quest Australian Equities Concentrated Portfolio
iShares Enhanced Strategic Growth

AB Concentrated Global Growth Equities Portfolio

RETIREMENT AND INCOME

Pendal Monthly Income Plus Fund

Legg Mason Martin Currie Real Income Fund Class A Units

Challenger Annuities

EMERGING MANAGER

Lennox Australian Small Companies Fund

Daintree Core Income Trust
Quay Global Real Estate Fund

LISTED INVESTMENT COMPANIES & TRUSTS

Australian Foundation Investment Company Limited

Mirrabooka Investments Limited
MCP Master Income Trust

FUND MANAGER OF THE YEAR 2019

AllianceBernstein