New generation of financial advice leaders takes the stage

Concluding a high-energy event in Melbourne on Wednesday, The Inside Network announced winners of the INFIN Future Financial Leaders Awards, honouring emerging leadership of Australia’s wealth management industry across 10 categories.

Winners were also announced for 40 Under 40 Awards, revealing 40 standout young professionals who represent the wealth management industry.

The 40 Under 40 Awards topped-off an outstanding INFIN Future Financial Leaders Forum, a milestone event that saw the future of the industry assemble in Melbourne to brainstorm on how best to shape the future of wealth management, through their drive, leadership and commitment to clients.

The Inside Network’s first-ever event of its kind opened with a lineup of hands-on sessions in which attendees learned how to strengthen their networking skills and put these ideas into practice.

The gathering heard how to harness the transformative power of generative AI, in ways that streamline workflows, enhance staff and client engagement and hugely improve client outcomes. In a fast-paced program, attendees pivoted to the importance of personal brand, and how best to utilise digital media to build it, and connect with clients.

Then, the event thoroughly canvassed the existential importance of genuine and real human connection — without which we do not have an industry — before moving to a close with a confronting, unflinching and deeply personal revelation of the importance of looking after our own mental health, from former AFL number 1 draft pick and 2016 Bulldogs premiership player Tom Boyd, who left the game with seemingly the world at his feet, because he realised he needed to look after his wellbeing before any other consideration.

Finally, the winners were announced for the ’40 Under 40′ Awards, revealing 40 standout young professionals who represent the wealth management industry.

The event was all about driving innovation, leadership and positive change in the wealth advice industry, and championing the young standard-bearers of this transformation. The winners were energetically received, on a balmy Melbourne night!

A huge thank you to our insiders foundation partner Colonial First State and 2025 event partner Striver.

Congratulations to all of the worthy category winners, and to those named on the inaugural 40 Under 40’ list (all pictured), which is given below.

INFIN Award winners

• 𝝖𝗹𝘁𝗲𝗿𝗻𝗮𝘁𝗶𝘃𝗲𝘀 𝗘𝘅𝗽𝗲𝗿𝘁 of the Year 2025: Andrew Wilson, Pitcher Partners
• 𝗖𝗼𝗺𝗺𝘂𝗻𝗶𝘁𝘆 𝗜𝗺𝗽𝗮𝗰𝘁 of the Year 2025: Tahli Cavagnino, Rask
• 𝗖𝘂𝘀𝘁𝗼𝗺𝗲𝗿 𝗘𝘅𝗰𝗲𝗹𝗹𝗲𝗻𝗰𝗲 𝗟𝗲𝗮𝗱𝗲𝗿 of the Year 2025: Sam Meadowcroft, Unisuper
• 𝗘𝗻𝘁𝗿𝗲𝗽𝗿𝗲𝗻𝗲𝘂𝗿 of the Year 2025: Josh Lee, Link Wealth Advice
• 𝗟𝗶𝗳𝗲𝗹𝗼𝗻𝗴 𝗟𝗲𝗮𝗿𝗻𝗲𝗿 of the Year 2025: Kreston Leggett, Arrow Private Wealth
• 𝗥𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝗯𝗹𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 𝗟𝗲𝗮𝗱𝗲𝗿 of the Year 2025: Tom Robertson, Tas Ethical
• 𝗥𝗼𝗹𝗲 𝗠𝗼𝗱𝗲𝗹 of the Year 2025: Matthew Dunbar, Apt Wealth Partners
• 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝗔𝗱𝘃𝗶𝘀𝗲𝗿 of the Year 2025: Juliana Rajkovic, Escala
• 𝗧𝗲𝗰𝗵𝗻𝝾𝗹𝝾𝗴𝘆 & 𝝖𝝞 𝗘𝘅𝗽𝗲𝗿𝘁 of the Year 2025: Luke Harlow, Queensland Financial Group
• 𝗧𝗵𝗼𝘂𝗴𝗵𝘁 𝗟𝗲𝗮𝗱𝗲𝗿 of the Year 2025: Ryan Loehr, Emanuel Whybourne & Loehr

Winners of 40 Under 40 Awards

• Alex Naylor – Sift Wealth
• Alastair Price – Jordan St Wealth Advisory
• Amanda Garmston – Stellan Capital
• Angus Taylor – Sheffield Financial Group
• Ashley Pickett – Everest Wealth
• Bianca Musico – Warr Hunt
• Cara Graham – The Wealth Designers
• Christine Atencia – Nexia
• Courtenay Walker – Fox & Hare
• Daniel Harris – Grimsey Wealth
• Daniel Kelly – Viola Private Wealth
• Don Nguyen – Eleven Edge
• Dylan Pargiter‑Green – Bold Wealth
• Emily Lanciana – Apt Wealth Partners
• Emma McKenzie – Rise Financial
• Ethan Stein – Montara Wealth
• Hannah Elliott – Fierra Wealth
• Holly Brenchley – Escala
• Jaxon King – Scion Private Wealth
• John Cachia – Thriving Wealth
• Jordan Ryan – Koda Capital
• Josef Jindra – Mintwell
• Josh Wingrove – Pursue Wealth
• Joshua Lee – Link Wealth Advice
• Juliana Rajkovic – Escala
• Kane Baranow – Hamilton Wealth Partners
• Kane Leersen – Regional Prosperity
• Lauren Isles – Wattle
• Michael Fox – Outfox Financial
• Owen Rask – Rask Group
• Ryan Loehr – Emanuel Whybourne & Loehr
• Ryan Synnot – Arrow Private Wealth
• Samantha Robinson – Pursue Wealth
• Shannon Freney – Direct Wealth
• Stephanie Hortis – 360 Financial Strategists
• Taymar Gordon – Koda Capital
• Thomas Heenan – Accru Financial Planning
• Tom Clancey – Partners Wealth Group
• Troy Armstrong – Koda Capital
• William Nakos – Dumont Wealth

James Dunn

James is an experienced senior journalist and editor of The Inside Network's publications.