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IFA Excellence Awards - ActOn Wealth Nominated Six Times

Updated: Aug 9, 2023


IFA Excellence Awards - ActOn Wealth Nominated Six Times

It’s not every day I sit down to write a blog article, I have to admit! However, ActOn Wealth is over the moon to announce our six nominations across five categories for the 2022 Independent Financial Advisers Excellence Awards. It’s a mighty deal for my team and me, and I wanted to share the news with you directly. The highly coveted awards recognise and champion the very best businesses and professionals across Australia’s financial services industry, so we’re equal parts humbled and ecstatic to receive this news.


IFA Excellence Awards category nominations

ActOn is one of the most heavily nominated firms in this year’s shortlist, and we are delighted to announce our nomination in the following categories:


Client outcome

This award recognises the individual financial planner who has made the biggest impact on a client’s financial wellbeing.


We have two team members nominated in this category! They are Senior Financial Advisor Matthew Jacobson and Associate Financial Advisor Anthony Batsanis.


Practice principal

Practice principal

This award recognises the individual owner or managing director of a boutique, self-licensed financial planning firm that has built the most successful business over the past calendar year.


Our Senior Financial Advisor, Blyth Staley, has been nominated for this award.


Self-licenced firm

Self-licenced firm

This award recognises the self-licensed financial advisory firm that has most effectively driven business growth during 2021, utilising a range of business development principles and tactics.


Holistic advice firm

Holistic advice firm

This award recognises the company that can offer clients various advice services to look after their overall financial well-being, such as risk and investment advice and risk advice, SMSF, tax and accounting, legal and estate planning, and mortgage and credit advice.


Client servicing company

Client servicing company

This award recognises the nation’s most effective advice firm in delivering a winning financial customer service, considering the business benefits associated with effective customer service/satisfaction.


What the IFA Excellence Awards mean to ActOn Wealth

What the IFA Excellence Awards mean to ActOn Wealth

These awards are based on activities across 2021 when Australia was still facing pandemic-related challenges. Entering these awards allowed our team to stop and reflect on what we managed to achieve for many clients during some of the most difficult years for the country as a whole.


This process has reminded me that independent financial advice is a smart move at any stage in life, but particularly when things are rough. Our team of the best financial planners in Melbourne are not just fair-weathered friends - 2020 and 2021 have shown that we know how to bunker down and work hard to deliver tangible, positive outcomes for client wealth. We always deliver, especially when it’s against the odds.


Thank you to IFA and our clients

I’d like to thank IFA for yet again running such coveted finance industry awards and championing best-practice across our industry. Of course, I hope our nominations turn into actual wins on the night. However, irrespective of the results, these nominations make me proud to lead a team of such committed, conscientious and ethical financial planning advisers. I’m proud of our team and their work to help everyday Australians grow their wealth and achieve lifestyle outcomes that are right for them.


Finally, thank you to our clients. Your success is our success, and your flawless five-star reviews of our service and results have gone a long way in securing this nomination success.


We wish all our fellow nominees in the IFA Excellence Awards 2022 the very best.



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