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2024 Finalists

ACCOUNTANT OF THE YEAR

Renee Cooper, InDepth Accounting
Lisa Maletta, Bacchus Advisory
Vicky Tzirtzilakis, Generis Group Accountants & Advisors
Michelle McVeigh, BMO Business Centre
Simone Palfreyman, Palfreyman Chartered Accountants
Ashley Middleton, The Fox Group
Angela Liu, Lendi Group
Petra King, Xperion
Catarina Santini, CS Accounting
Maggie Lo, Amplify Live

AUDITOR OF THE YEAR

Naomi Kewley, Peak Super Audits
Ekaterina Steko, Saul SMSF
Nicole Oborne, PwC
Pooja Bajaj, Australian National Audit Office

ACCOUNTING CONSULTANT OF THE YEAR

Karen Ng, MGI South Queensland
Kayla Russell, Palfreyman Chartered Accountants
Catarina Santini, CS Accounting
Kylie Thompson, Sorrento Strategic Accounting
Eliza Smith, Rubiix
Eileen Li, Forvis Mazars
Dianna Jacobsen, Shine at Business
Kate Jenesis Naguit, TaxSmart Cafe
Natasia Dewi, Forvis Mazars (NSW)

BANKING AND FINANCE LAWYER OF THE YEAR

Chloe Clarkson, Cornwalls
Angela Smith, SLF Lawyers
Funda Kara, National Australia Bank
Paula Nassif, Maddocks
Demetria Chelepy, Sharesies Australia
Isabelle Nicolas, Financial Integrity Hub

BOOKKEEPER OF THE YEAR

Sherlin Samaraweera, SDS Accounting & Bookkeeping Solutions
Jo McMahon, Cloud 9 Strategic
Marie Popovic, Live Real Estate Accounts
Sarah Raad, Bookkeeping On Time
Johanna Grandovec, My Business Toolbox
Stacey Price, Healthy Business Finances
Eleni Fogden, CS Accounting
Jamee White, NextEra Bookkeeping
Lauren Micale, Bayside Admin & Bookkeeping
Deon Wylie, Your Legal Bookkeeper

BUSINESS DEVELOPMENT PROFESSIONAL OF THE YEAR

Samantha Duchesne, Australian Retirement Trust
Danielle Laurie, Latitude Accountants
Isabella Minns, Deposit Assure
Elaine Meng, Titan Capital
Gina Lo Grande, MoneyPlace
Anjali Kumar, National Australia Bank
Rachel Walsh, Athena Home Loans
Nicky Sly, Bank Of Queensland
Aimee Psellos, Macquarie Group
Roohi Kumar, St George Banking Group

CHIEF EXECUTIVE OFFICER OF THE YEAR

Tanya Sale, outsource Financial
Kylie Waldock, MoneyPlace
Manisha Rai, Unviersal Outsourcing
Joanne Hall, Qwrk Outsourcing
Molly Bennard, Connectus Wealth Advisers
Kristy Fairbairn, The Business Oasis
Kate Farrar, Brighter Super
Beth Comino, Home Affordability Solutions
Madeline Lucas, Impact Outfit
Kelli Willmer, Iress

COMMERCIAL FINANCE BROKER OF THE YEAR

Alice Kol, Talk To A Broker
Carissa Hurley, Hurley Asset Finance
Julia Paton, Nero Financial
Amanda Alderson, Dealer Direct Finance
Isabella Constantinou, Simplicity Loans
Jess Milne, Nivcorp Property FInance

DIRECTOR OF THE YEAR

Lel Smits, Australian Shareholders’ Association
Vicky Tzirtzilakis, Generis Group Accountants & Advisors
Donna Bruce, Alto Accounting & Advisory
Shelley McGinty, Preston Point Capital
Andrea Svenson, Empire Finance Co.
Jeni Wilcock, Sullivan Dewing Chartered Accountants & Business Builders
Rebecca del Rio, Bizcap
Kerry Sainbsury, Credit Success
Belinda Piffl, LBK Advisory
Stephanie Todio, BlueRock

ENTREPRENEUR OF THE YEAR

Katherine Persoglia, The Brokers’ Bible
Lisa Bridgett, Stellar Finance Group
Alexandra Brown, Ethical Invest Group
Dearbhla Hannigan, Keep Insurance Co
Bronwyn Penhaligon, Penhaligons Applied Psychology
Izzy Jensen, Kakariki Capital
Jessica Brady, Jessica Brady
Miriam Holme, Flinders Accounting

EXECUTIVE/PERSONAL ASSISTANT OF THE YEAR

Kat Flynn, Vorteil Financial Group
Stacey Rogers, youXpowered
Mariah Clarkson, LINK
Rachael Verhoeven, Loan Market New Farm
Alex Harris, Lendi Group
Rivka Louwen, Finsure
Bronwyn Bruhl, Viridian Advisory
Sanju Shahi, MortgageWorks
Erin Shipway, Shadforth
Priya Kanagarajan, Intuit QuickBooks

FINANCIAL ADVISER OF THE YEAR

Nicola Beswick, FMD Financial
Cara Williams, Verse Wealth
Rachna Chandna, Emerald Private Wealth
Janice Choo, Big Oak Financial Services
Catriona Graham, Bridges
Jane Mitchell, Esencia Wealth
Sacha Burchgart, Burcheart
Renee Hush, Fiducian Macarthur (RhushPlanning)
Leanne Bielik, 2020 Wealth
Kiran Bhullar, UniSuper

FINTECH LEADER OF THE YEAR

Shanique Busby, Lendi Group
Aline Van Koninckxloo, Stake
Anna Hawter, Lumi
Katherine Persoglia, The Brokers’ Bible
Terri Ho, DASH Technology Group
Danni Le Grande, Finura Group
Melissa Gill, DASH Technology Group
Melanie de Jager, MA Money
Katie Brock, Bopple
Treyena Prasad, LoanOptions.ai

INNOVATOR OF THE YEAR

Jessica Brady, Jessica Brady
Ruth Hatherley, Moneycatcha
Amy Holdsworth, Clarity Street
Katherine Persoglia, The Brokers’ Bible
Winnie Masibo, Mortgage Ezy
Amber Johnston, Bridgit
Bobbie MacDougall, Lendi Group
Rachel Lim, Colonial First State
Lisa Bridgett, Stellar Finance Group
Mia Rewiri, UniSuper

MARKETING PROFESSIONAL OF THE YEAR

Sarah McLaughlin, MoneyPlace
Kirby Curwen, Vie Finance & Insurance
Angela Tracey, Loan Market
Louise Stafford, Mortgage & Finance Association Australia
Ky Wilson, Institute of Financial Professionals Australia
Aoife Reilly, AltX Group
Toni Borthwick, Pitcher Partners Sydney
Natasha Parsons, Great Southern Bank
Kate Buhagiar, Evalesco Financial Services
Dimi Bartolillo, Helia

MENTOR OF THE YEAR

Heather Gallagher, outsource Financial
Jo McMahon, Cloud 9 Strategic
Maria Turano, Finsure
Jane Counsel, Thrive4Women
Angela Roberts, Lendi Group
Kayla Russell, Palfreyman Chartered Accountants
Nancy Youssef, Classic Mentoring
Simone Palfreyman, Palfreyman Chartered Accountants
Kelly Berger, Bookkeepers Support
Debbie Hutchings, REFS Australia group

MORTGAGE BROKER OF THE YEAR

Linda Kendall, Money Links
Melanie Smith, Aussie Windsor
Deslie Taylor, Mortgage Choice Ormeau & Yarrabilba
Emma Cattermole, Wealthfolio Financial Services
Kirsty Best, Living Home Loans
Natalie Denyer, Birdie Wealth
Morgan Owen, Penny Finance
Helen Avis, Specialist Mortgage
Melissa Wright, Zest Mortgage Solutions
Eva Loisance, Finni Mortgages

OFFICE ADMINISTRATOR OF THE YEAR

Bulou Salanieta Suguta, Oceania Outsourcing
Michelle Keelan, Business Valuations Online
Karen Midolo, DPM Finance
Courtney Watson, Smart Lending Mortgage Brokers
Zoe Dunne, Smart Business Solutions Group
Chelsea Wyatt, BMO Business Centre
Ashleigh Adnett, Accounts All Sorted
Rebecca Noonan, Latitude Accountants
Sanju Shahi, MortgageWorks
Anna Weidner, Mortgage Choice - Port Macquarie

PRINCIPAL OF THE YEAR

Joynivee Chua, TaxSmart Cafe
Holly Hancock, Bach Accountants & Advisers
Deslie Taylor, Mortgage Choice Ormeau & Yarrabilba
Sonia Gibson, Accounting Heart
Simone Palfreyman, Palfreyman Chartered Accountants
Kylie Quenon, Go Mortgage
Belinda Piffl, LBK Advisory
Renee Cooepr, InDepth Accounting
Olga Koskie, Tax Assure
Melanie Cunliffe, Indigo Finance

REGIONAL PROFESSIONAL OF THE YEAR

Joanne Hall, Qwrk Outsourcing
Emma Schuch, Strive Financial Group
Helen Ruddy, BMO Business Centre
Kacey Carey, Savvy Lend
Jessica Holmstrom, Sufficient Funds
Marika Lynch, Valorium Advisors
Donna Bruce, Alto Accounting & Advisory
Samantha Haines, Coastal Finance
Renee Cooper, InDepth Accounting
Ashleigh Pakis, Panache Financial

SMALL BUSINESS ADVISER OF THE YEAR

Kayla Russell, Palfreyman Chartered Accountants
Shonia Poole, Bell Partners
Jaemi Kim, Sedley Koschel Financial Group
Jane Lowe, IR Department
Vicky Tzirtzilakis, Generis Group Accountants & Advisors
Sadia Rehman, Live Real Estate Accounts
Donna Bruce, Alto Accounting & Advisory
Renee Cooper, InDepth Accounting
Lisa Maletta, Bacchus Advisory

SMSF ADVISER OF THE YEAR

Michelle Stewart, Slack-Smith Financial
Natalia Clack, Easy Super
Lisa Papachristoforos, Hughes O’Dea Corredig
Cecilia Niu, Insight Advisory Group
Claire Mullen, WLTH
Jane Purnell, Holzworth Partners

THOUGHT LEADER OF THE YEAR

Cara Williams, Verse Wealth
Jessica Brady, Jessica Brady
Danni Le Grande, Finura Group
Tanya Sale, outsource Financial
Naomi Cove, Mortgage Choice Hillarys
Sonia Gibson, Accounting Heart
Karen Eley, Women Talking Finance
Izzy Jensen, Kakariki Capital
Samantha Wills, Finsure
Donelle Brooks, TP24 - Women's Commercial Finance Forum

YOUNG LEADER OF THE YEAR

Cara Williams, Verse Wealth
Michaela Shaw, MoneyQuest Penrith
Cloud Smythe, UniSuper
Sheree King, Lambourne Partners
Noelle Deieso, LMG
Keely Gregory, Birdie Wealth
Nadia Burke, Loan Market Razor
Treyena Prasad, LoanOptions.ai
Rushmi Shrestha, Home Loan Experts
Raidah Ahmed Chowdhury, Australian Securities Exchange

EMPLOYER OF THE YEAR (SME)

Sufficient Funds
Alto Accounting & Advisory
outsource Financial
Stake
Smart Business Solutions Group
LoanOptions.ai
Pivot Wealth
Alteris Financial Group
Apt Wealth Partners

EMPLOYER OF THE YEAR

Forvis Mazars
Liberty
Helia Insurance

TRAINING AND DEVELOPMENT PROGRAM OF THE YEAR

Broker Performance Partners
Mortgage Choice
Alto Accounting & Advisory
Shadforth
Zurich
Pivot Wealth
Cinch Loans
Forvis Mazars

WELLNESS PROGRAM/INITIATIVE OF THE YEAR

Qwrk Outsourcing
Strive Financial Group
The Money Collective
GB Financials
Jessica Brady
Palfreyman Chartered Accountants
Find Your Zero
Penhaligon Applied Psychology
Ladies Finance Club
TaxSmart Cafe

WOMEN’S COMMUNITY PROGRAM OF THE YEAR

Preston Point Capital
GB Financials
LMG
Jessica Brady
Palfreyman Chartered Accountants
Birdie Wealth
Ladies Finance Club
Alteris Financial Group
HiCom Care
Pivot Wealth