Celebrating their achievements


Financial Wisdom advisers are known for their achievements – and with every individual success, our adviser community becomes stronger.

Here's what some of our high-achieving advisers have to say.

Joanna Ryan

Financial Adviser of the Year 2018 Women in Finance Awards


As the founder and managing director of Lumix Wealth in Sydney, Joanna Ryan’s mission is to empower as many women as possible to achieve financial security and independence. Joanna is a highly respected advocate of financial advice, and in 2018 she was named Financial Adviser of the Year at Australia’s Women in Finance Awards.

Liz Trotter

Silver Stevie® Award – Women in Business 2016, 2017, Risk Adviser of the Year 2017


Liz Trotter is a partner at Triple A Financial Services in Adelaide. Her outstanding professional service to women earned several prestigious Silver Stevie® Awards, and she was also named Risk Adviser of the Year at the 2017 Women in Finance Awards. She has also received numerous honours for her pro-bono work to help people in need.

Patricia Garcia

FPA’s Planner AFP® of the Year Award 2017


Financial Wisdom adviser Patricia Garcia from WB Financial in Brisbane was honoured with the Financial Planner AFP® of the Year Award at the Financial Planning Association’s 2017 FPA Professionals Congress. This achievement recognises Patricia’s success in steering her advice practice on a promising growth trajectory.

Joseph Hoe

Money Management Financial Planner of the Year 2016


Joseph Hoe is a Financial Wisdom adviser from Wealthwise in Perth. In 2016 he was chosen from among four finalists nationwide as the winner of Money Management’s Financial Planner of the Year Award.

Erin Truscott

AFA Rising Star Award 2016


Erin Truscott has made a successful transition from being a Financial Wisdom Practice Development Manager to becoming an adviser at GCA Financial in Brisbane.

She was recognised with the 2016 AFA Rising Star Award and continues to move from strength to strength in her new role.

Peter O'Callaghan

AFA Education Excellence Award Winner 2014


Peter O’Callaghan is principal of MSI Taylor Wealth Management in Brisbane. As the national winner of the AFA Excellence in Education Award for 2014, he is committed to his ongoing professional education and the role he plays as a mentor to other advisers.