Activam is delighted to announce the winners of the 2024 Impact Awards, revealed during the 2024 act Conference Charity Gala Dinner and Awards Night. The Impact Awards celebrate exceptional achievements and leadership in wealth management and financial services. These awards highlight individuals and organisations that drive growth, foster strong partnerships, and contribute to the evolution of the financial services profession.
The Impact Awards were established to recognise professionals and firms that exemplify high standards, dedication to client outcomes, and significant contributions to the future of financial services.
2024 Impact Awards Winners
Wealth Management:
- Investment Adviser of the Year: Jarrad Page (Right Advice Wealth Management)
- Rising Star of the Year: Ryan James (Sonder Advisory Group)
- Holistic Advice Firm of the Year: The Hopkins Group
- Boutique Advice Firm of the Year: Right Advice Wealth Management
Funds Management:
- BDM of the Year: Brent McArdle (BT)
- Australian Equity Fund Manager of the Year: Yarra Capital Management
- Global Equity Fund Manager of the Year: T.Rowe Price
- Fixed Income Fund Manager of the Year: PIMCO
- Alternatives Fund Manager of the Year: Global X
Partner Services:
- Financial Services Publication of the Year: Financial Standard
- Managed Account (SMA/MDA) Offering of the Year: BT Managed Accounts
- Dealer Group of the Year: Lifespan Financial Planning
Robert Talevski, Founder & Managing Director of Activam, commented, “We are fortunate to work alongside many outstanding partners, including advice practices, fund managers, and other financial services providers. It is truly rewarding to recognise these individuals and organisations for their significant roles in shaping the future of the financial services ecosystem.”
Jarrad Page, Financial Planner & Managing Director of Right Advice Wealth Management – “Winning Investment Adviser of the year along with the Boutique Advice Practice of the year award is a huge honour. It’s a testament to the entire team we have at Right Advice who work tirelessly to ensure the best outcomes for all our clients. It is amazing to be recognised for these efforts and we thank the entire team at Activam for the recognition.”
Michael Williams, Managing Director of The Hopkins Group “Receiving the Holistic Advice Practice of the Year Award from Activam Group is a tremendous honour for The Hopkins Group team. This recognition validates our unwavering commitment to providing comprehensive, personalised financial advice to our clients. We’re proud to be recognised by our peers and the industry for our holistic approach.
Our team is passionate about helping clients achieve their financial goals, and this award is a testament to our hard work and dedication. We’d like to extend our sincere thanks to Activam Group for this prestigious accolade. It’s a fantastic achievement for our firm and a motivating force as we continue to deliver exceptional financial advice.”
Ryan James, Director & Principal Financial Adviser of Sonder Advisory Group – “Receiving the ‘Rising Star of the Year’ award is a tremendous honour and a testament to the hard work and dedication my team and I have invested in providing exceptional financial advice. This recognition not only validates our commitment to our clients but also motivates us to continue pushing boundaries and innovating in our field. On a personal level, it’s a source of pride and joy for my family, who have supported me through every step of this journey.
“To aspiring and up-and-coming advisers, I would emphasise the importance of seeking mentorship and valuing the journey. Find mentors who can offer guidance and share their experiences, as their insights can be invaluable in navigating your career path. Equally important is to enjoy the process of growth and learning—embrace each challenge as a chance to develop and savour the progress you make along the way.”
Kristina Benkotic, Head of Strategic Growth & Partnerships at Activam, added, “We believe it’s important to share inspiring stories and highlight the individuals and organisations making a difference. The Impact Awards aren’t just about having the biggest presence; they focus on recognising those who make a meaningful impact.”
