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Financial Industry Awards

Thanks to the commitment and energy of our knowledgeable financial advisors, ActOn Wealth has experienced considerable success across financial service industry awards and ceremonies in recent years.

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It is humbling to be recognised by industry bodies, peers and the voting public who have singled out our team's excellent customer service and financial knowledge and skill set. Indeed, our wealth advisors have always gone the extra mile to maximise our client’s financial health and well-being.

However, the best financial advisers don’t just pursue wealth. We’re also committed to improving our client’s financial literacy along the way. Empowering our clients with wealth management tools and knowledge makes their journey more sustainable and enjoyable. In fact, we believe this professional passion has partly contributed to our 5-star customer reviews and financial services industry awards success.

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The Acton Wealth team dressed in black suits at the IFA Awards presentation, smiling for a group photo in a luxuriously decorated venue with a chandelier and golden curtains in the background.

Financial Advisers Awards

The IFA Excellence Awards champion and reward Australia’s leading professionals and businesses in the financial advice industry. ActOn Wealth has been overwhelmed to receive eight nominations across five categories over the span of three years in these esteemed financial planning awards.

IFA Excellence Awards 2020 Finalist badge, featuring a white and black design with stars and text celebrating a finalist in the Client Service of the Year category.

Client Outcome Of The Year 2020

Client Outcome Of The Year 2022

IFA Excellence Awards Finalist 2022 icon for Practice Principal of the Year, featuring a black and white badge design with red accents.

Practice Principal Of The Year 2022

IFA Excellence Awards Finalist 2022 icon for Self-Licensed Firm of the Year, featuring a black and white badge design with red accents.

Self-Licensed Firm Of The Year 2022

IFA Excellence Awards Finalist 2022 icon for Holistic Advice Firm of the Year, featuring a black and white badge design with red accents.

Holistic Advice Firm Of The Year 2022

IFA Excellence Awards Finalist 2022 icon for Client Servicing Company of the Year, featuring a black and white badge design with red accents.

Client Servicing Company Of The Year 2022

IFA Excellence Awards Finalist 2023 icon for Client Servicing Company of the Year, featuring a black and white badge design with red accents.

Client Servicing Company Of The Year 2023

Holistic Advice Firm Of The Year 2023

Client outcome

For the individual financial planner who has made the biggest impact on a client’s financial well-being. ActOn has had three team members nominated! Congratulations to our Senior Financial Advisor Thomas Daykin for the 2020 nomination, Senior Financial Advisor Matthew Jacobson and Associate Financial Advisor Anthony Batsanis for their 2022 nominations.

IFA Excellence Awards Finalist 2020 icon for Client Outcome, featuring a black and white badge design with red accents.

Client Outcome Of The Year 2020 & 2022

Holistic advice firm

For the company that counsels clients about their overall financial well-being through services such as risk and investment advice, SMSF, tax and accounting, legal and estate planning, and mortgage and credit advice.

IFA Excellence Awards Finalist icon for Holistic Advice Firm Of The Year 2023, featuring a black and white badge design with red accents.

Holistic Advice Firm Of The Year 2022 & 2023

Self-licenced firm

For the self-licensed financial planning firm that has most effectively driven business growth during 2021 by employing a range of business development processes and tactics.

Self-Licensed Firm Of The Year 2022

Client servicing company

For the nation’s most effective financial planning services firm in delivering impressive financial customer service, considering the business benefits associated with effective customer service/satisfaction.

Client Servicing Company Of The Year 2023

Client Servicing Company Of The Year 2022 & 2023

Practice principal

For the individual owner or managing director of a boutique, self-licensed financial planning firm that has built the most successful business in 2021.

Congratulations to our Managing Partner, Blyth Staley, who has been nominated for this award.

Practice Principal Of The Year 2022

ProductReview Awards

ActOn Wealth was the 2021 and 2024 Productreview.com.au Financial Planning Services category winner.

ProductReview is Australia’s #1 consumer review website. The ProductReview.com.au Annual Awards singles out products and services that have been highly regarded by its community.

The awards are judged independently and impartially and cannot be bought or influenced by commercial relationships.
Out of more than 75,000 eligible nominations, ProductReview selected 181 products and services across over 129 categories as winners of the ProductReview Awards. These winners represent the best and most reliable purchasing choices available to Australian consumers.

Contact ActOn Wealth today

If you’re looking for financial planners recognised and rewarded by our leading industry body, peers and voting public, contact ActOn Wealth today. It’s amazing to receive such accolades, but we get our biggest kicks by creating big wealth opportunities for every client.

Arrange a meeting today

Members of the ActOn Wealth team engaging in a focused discussion during a work lunch at a modern cafe. They are seated around a long wooden table with laptops and documents, illuminated by a stylish overhead lamp. A vintage 'Orangina' poster decorates the background, adding a pop of color and charm to the setting.

ActOn Wealth is a privately owned boutique financial planning firm in Melbourne. Our number one focus is our clients. We strive to provide an exceptional service to help you achieve financial security and prosperity.

Head Office (Melbourne):
14/20 Commercial Road, Melbourne VIC 3004

Geelong Office:
Shop 7 Belmont Walk, Belmont, VIC Australia, 3216

13000 ACTON ( 1300 022 866 )
contactus@actonwealth.com.au

© Copyright ActOn Wealth 2024. | All Rights Reserved. ABN: 56 619 492 974 Corporate Authorised Representative of National Planning Partners Pty Ltd ABN 25 620 741 326 (Representative No. 1270401) Australian Financial Services License 503734. Squared Home Loans Pty Ltd ACN 162 675 050, Credit Representative 436415 is authorised under Australian Credit Licence 384704.

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