Industry stars recognised at 2017 MAX Awards

A record number turned out for the 22nd annual Financial Standard Marketing, Advertising and Sales Excellence Awards last night, recognising Australia's leading individuals and organisations in the financial services industry.

The MAX Awards recognised the creative, innovative and effective sales and marketing campaigns that successfully delivered increased engagement, conversation and ROI in the past 12 months.

The highlight of the night was awarding the Marketer of the Year, with Phillipa Healy from PIMCO edging out the competition.

"I feel honoured to work for an organisation like PIMCO, and with a great team that allows me to do the amazing marketing that we've done over the past 12 months. Thank you to Financial Standard and Rainmaker for having always been such a great supporter of our business," Healy said.

Darren Hall from T.Rowe Price was named Sales Executive of the Year, while BlackRock received the award for Marketing Team of the Year and Grant Samuel Funds Management took home the accolade for Sales Team of the Year, reaffirming the importance of collaboration and diversity in today's markets.

The 2017 MAX Awards featured 20 categories that reflect the evolving sales and marketing landscape, including Video Campaign of the Year, Social Media Campaign of the Year and Innovation of the Year.

Other highlights included awards for Creative Agency of the Year, Investment Product of the Year and Integrated Campaign of the Year.

This year also saw the introduction of a new category, awarding the Financial Literacy Campaign of the Year. The inaugural award went to ANZ Wealth, with ANZ also taking home Advertising Campaign of the Year - Consumer for its emotive Love Insurance campaign.

TelstraSuper clinched the highly-contested Website of the Year award, with TelstraSuper executive general manager of marketing, Jean-Luc Ambrosi commenting: "I am proud of the hard work and commitment across every part of our organisation to make the new digital approach a success. While today we are delighted to receive industry recognition, the most rewarding part has been the extremely positive member response since launch."

Link Group's Cbus Employer App was named Financial Services App of the Year. The app is an industry-first innovation and has been built for Cbus employers to manage super payments on the go, reducing reliance on desktop-bound, manual alternatives, as well as allowing employers to add new members via the app, instantly, at a worksite.

"This win reflects Link Group's commitment to developing technology enabled solutions in partnership with our clients, to drive a streamlined, seamless experience for their users. We are proud to share this win with our partner Cbus," Link Group said.

State Street Global Advisors celebrated a dual win, taking home both Social Media Campaign of the Year and Advertising Campaign of the Year - Trade for its 'There's Opportunity in Complexity' promos.

The Investment Product of the Year award went to J.P. Morgan Asset Management for the JPMorgan Systematic Alpha Fund.

J.P. Morgan Asset Management head of Australia funds David Halifax accepted the award, stating: "Winning this award is a fantastic endorsement of all the work we've been doing over the last four years in the retail distribution channel and it's an amazing recognition of the distribution efforts we've got here in Australia and the quality of product."

"Congratulations to all of the finalists and winners for all of their hard work. Financial Standard is proud to recognise and honour this years' award recipients for their exceptional achievements and resolute commitment to the financial advice and investment community," said Christopher Page, managing director of Financial Standard.

The awards dinner was attended by almost 250 financial services professionals at Sydney's Doltone House, Hyde Park. Hosted by radio and TV personality James O'Loghlin, guests were treated to the sounds of electric violinists String Angels and a comedy routine from leading impersonator Ben Price.

The full list of winners and finalists is as below:

Marketer of the Year

Phillipa Healy - PIMCO

Kari Arnison - BlackRock
Heather Gyton Carroll - Perpetual
Michelle Harris - Fidelity International
Catherine Tomic - T. Rowe Price

Executive of the Year - Sales

Darren Hall - T. Rowe Price

Jorden Brown - Capital Group
Ross Cartwright - MFS
Alex Donald - Ironbark
Andrew Mellor - Fidelity International

Marketing Team of the Year


BT Financial Group
Franklin Templeton Investments
State Street Global Advisors

Sales Team of the Year

Grant Samuel Funds Management

J.P. Morgan Asset Management
Macquarie Asset Management
Nikko Asset Management
Perpetual Investments

Website of the Year

Telstra Super -

BT Panorama -
Desktop Broker -
Fidante -

Financial Services App of the Year

Link Group - Cbus Employer App

BT Financial Group - BT Panorama App
J.P. Morgan Asset Management - Market Insights App
Russell Investments - Super App

Social Media Campaign of the Year

State Street Global Advisors

Australian Ethical Investments
CFA Institute
Equity Trustees

Advertising Campaign of the Year - Consumer

ANZ - Love Insurance Initiative


Colonial First State - Be Ready for Next
Challenger - Lifestyle Expectancy
La Trobe Financial - Isn't it time your money worked hard for you?
TAL - This Australian Life

Digital Marketing Campaign of the Year

Legg Mason

BT Panorama
Fidelity International
T. Rowe Price

Advertising Campaign of the Year - Trade

State Street Global Advisors - There's Opportunity in Complexity


BlackRock - BlackRock Smart Beta
Legg Mason - Legg Mason Australia Advertising Campaign
PIMCO - PIMCO Income Solutions
Robeco - Up and Running

Integrated Campaign of the Year

Zurich - It's a Better Life

Desktop Broker - mFunds Campaign
Fidelity International - Global Equities Fund
IOOF - Investment Central
T. Rowe Price - Dynamic Global Bond Fund

Agency Executive of the Year - Financial Services

Shanti Davies - Fundamental Media

Geraldine Mole - Ptarmigan Media 
Lauren Peris - PHD 
Jeremy Tan - MEC 
Natasha Young - Ikon Communications

Creative Agency of the Year

Behaviour Change Partners


AML Group London
Mullen Lowe Profero
Vitamin X

Agency of the Year - Financial Services
Ptarmigan Media


Fundamental Media
Ikon Communications
Media Lab

Video Campaign of the Year


BT Financial Group
Franklin Templeton Investments
T. Rowe Price
Zurich Australia

Innovation of the Year

Mercer LifetimePlus 2.0

Desktop Broker - Powered by Bell Direct
Frontier - Partners Platform
REST - Roger
Sunsuper Retirement Experience

Public Relations Company of the Year
BlueChip Communication


Filtered Media
Honner Media
Shed Media

Product Launch of the Year
BT Panorama


JPMorgan Global Macro Opportunities Fund
Lazard Global Managed Volatility Fund
Legg Mason Western Asset Global Bond Fund
Schroders - ASX:GROW

Investment Product of the Year

J.P. Morgan Asset Management - JPMorgan Systematic Alpha Fund

Auscap Asset Management - Auscap Long Short Australian Equities Fund
AVIVA Investors - AVIVA Investors Multi-Strategy (AIMS) Target Income Fund
Capital Group - Capital Group New Perspective Fund (AU)
Nikko Asset Management Nikko AM - Tyndall Australian Share Income Fund

Financial Literacy Campaign of the Year

ANZ Wealth

J.P. Morgan Asset Management
State Street Global Advisors
Your Wealth Hub

Read more: PIMCOBlackRockState Street Global AdvisorsLink GroupMAXTelstraSuperANZ WealthDarren HallGrant Samuel Funds ManagementJPMorgan Systematic Alpha FundLove InsurancePhillipa HealyChristopher PageDavid HalifaxJ.P. Morgan Asset Management forJean-Luc AmbrosiT.Rowe Price
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