Will Hamilton, CEO and Founder of wealth management firm HWP said the awards arrive at a pivotal moment for the advice profession.

“There’s a real gap emerging between today’s leaders and the future of leadership. If we don’t create pathways for younger advisers to step up, the profession risks losing its momentum. Supporting events like INFIN helps keep that pipeline strong and keeps the profession moving forward,” he noted.

The awards span 10 specialist areas from financial advice, investment, research, responsible investing, technology, community engagement and client experience among them. Each category highlights the innovation, ambition and integrity reshaping the future of wealth management.

Finalists were selected based on both the volume of votes received and the strength of their nomination summaries, with judges assessing how well each candidate demonstrated alignment with the award criteria.

The advisory committee overseeing the process comprises of young leaders from financial advice, asset consulting, asset management and public relations sectors, ensuring a broad and contemporary perspective when evaluating nominees.

Ashley Ryburn, Account Director, Head of Community at The Inside Network, highlighted the rigorous and collaborative nature of the selection process.

“We were overwhelmed with the response to the nominations – over 400 entries received. In choosing the winners, the advisory committee is balancing the quantitative elements of the nominations with the qualitative and evaluating the competing merits of so many impressive stories. Not only are they investing considerable time in selecting the winners, but they will also play a key role in designing and delivering the interactive workshops on the day. It’s a true celebration of innovation, ingenuity and lifelong learning across wealth management.”

Several award advisory committee members emphasised the importance of community, collaboration and adaptability as the next generation steps forward.

Josh Lee, Director and Financial Adviser at Link Wealth, said “What I’m most excited about is connecting with others in a similar age bracket. The advice industry is going through a lot of change, we’ve seen many advisers leave the industry, but the future is bright. I’m super bullish on the industry. It’s great to see INFIN event fostering growth and helping mentor the next generation.”

Josh Rubera, Business Development Manager at Colonial First State, noted the value of shared learning. “At the INFIN Future Financial Leaders Forum we hope attendees get the best of both worlds, from insights from industry experts and the chance to hear how their peers are tackling the same challenges.”

Holly Brenchley, investment specialist at Escala, said the industry’s evolution presents both opportunities and demands for future leaders.

“Technology is reshaping how markets work, how advice is delivered and how we invest. The greatest challenge and opportunity for future financial leaders is embracing these changes and staying at the forefront,” she said.

View the shortlisted finalists.

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Dedicated to supporting and uplifting Australia’s vibrant community of advisers, advice practices and licensees, The Inside Network’s new awards will shine a spotlight on outstanding individuals shaping the future of wealth management, from rising stars to emerging leaders.

Open for nominations across 10 diverse sub-categories, the awards will celebrate excellence in areas including financial advice, investment, research, responsible investing, technology, community engagement and client experience. Together, they capture the creativity, ambition and integrity defining the next generation of advice professionals.

Nominations are now open and will close on 7 November 2025, with the shortlist announced on 17 November. Winners will be unveiled at a Melbourne awards ceremony on 26 November 2025.

The INFIN 40 Under 40 Awards selection committee comprises of senior leaders from advice firms, licensees, and industry associations, ensuring a transparent, independent and merit-based judging process.

“The advice industry continues to evolve rapidly, and it’s never been more important to recognise the people driving that change,” said Charlie Viola, Executive Chair, Adviser and Founding Partner at Viola Private Wealth. “The INFIN 40 Under 40 Awards will celebrate those who are not only excelling in their careers but are also contributing to the long-term sustainability and reputation of our profession.”

Steve Sloane, Adviser and Founder of Link Wealth Group, added: “We have so many talented young professionals across the advice landscape who are innovating, connecting with clients in new ways and setting the tone for what great advice looks like in the future. These awards are about celebrating that energy and vision.”

The INFIN 40 Under 40 Awards are set to become an annual benchmark for excellence in the Australian advice community, spotlighting those who exemplify leadership, innovation and commitment to helping Australians achieve their financial goals.

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(L to R) Drew Meredith and Jamie Nemstas.

Wealth management publications and events firm The Inside Network is pleased to announce it has partnered with Future Proof as the inaugural Australian partner for the growing US-based wealth management event.

With a shared commitment to continuous learning, innovation and professional development, this collaboration will see 50 financial advisers and their staff travel to California to hear from local advisers, entrepreneurs and some of the greatest minds in financial advice.

Set aside sunny Huntington Beach, Future Proof Festival is set to convene over 5,000 wealth experts, visionaries and innovators. This gathering serves as a beacon for the industry, a platform where knowledge is expanded, networks are forged and the path towards a future-proof wealth industry is charted.

The Inside Network will be front and centre as the 2024 Australian partner, hosting a dedicated Lounge for Australian financial advisers and their staff. The Australian Lounge will serve as a nexus for networking, knowledge exchange and content creation; in partnership with RASK Media, this lounge will host local advisers, tech entrepreneurs, and global thought leaders, fostering a vibrant ecosystem of collaboration and innovation.

According to Jamie Nemtsas, director of leading advice group Wattle Partners and executive chair at The Inside Network, the partnership is a significant milestone for financial advice in Australia and presents the opportunity to forge deep ties with the US, which houses the largest adviser base in the world.

“We believe that through continuous learning, knowledge expansion and networking in entrepreneurial ways, The Inside Network can contribute to taking financial advice from its cottage industry roots to a beacon of professionalism,” Nemtsas says.

Nemtsas says the collaboration also provides a valuable opportunity for fund managers to connect with advisers and forge lasting relationship ties.

“We see fund managers and their investment teams as an integral part of this journey,” he says. “By bringing the providers and allocators of wealth together on the same journey, we’re hoping to foster trusting relationships that help everyone deliver great outcomes for clients.”

Future Proof will be held over four days from September 15 to 18 and will take place as a 100 per cent outdoor event on an expansive boardwalk astride one of the world’s most iconic beach strips. Over 2,200 financial advisers and wealth management executives will attend, representing an estimated US$6 trillion in total AUM.

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