The accolades of ‘Adviser of the Year’ and ‘Practice of the Year’ are awarded to extraordinary and visionary advisers and practices, recognising qualities of leadership, innovation, customer-centricity and commitment to professional excellence. They are undoubtedly Australia’s premier financial advice awards.
Applications and nominations for the 2018 AFA Adviser and Practice of the Year have now closed. Finalists announced. Winners will be announced on Friday 12 October at the AFA 2018 National Adviser Conference.
Congratulations to the Finalists in the 2018 AFA Adviser of the Year and Practice of the Year Awards.
The Finalists for the 2018 AFA Adviser of the Year Award are:
The Finalists for the 2018 AFA Practice of the Year Award are:
The 2018 AFA Adviser of the Year and Practice of the Year will be announced with the support of Zurich at a Gala Dinner on Friday 12 October 2018 at the AFA National Adviser Conference on The Gold Coast.
Kristine Brooks, Chief Distribution Officer, Zurich Life & Investments said that “this year's finalists are at the very pinnacle of financial advice.
Whilst the advice profession undergoes a transformation, this exceptional group advisers and practices are a shining example for their peers. There is a heightened responsibility for this year's finalists, to demonstrate that quality financial advice is available to all and can play a crucial role in shaping and protecting the lives of Australian families.
With reputation and trust a driving factor for the whole industry, these advisers and practices have been able to lift this perception across the profession through their unwavering ethics, unique ideologies and actions. Their leadership and courage can forge a path forward in these challenging times.”
The AFA Adviser of the Year and Practice of the Year Awards have come to stand for many things – vision – leadership – excellence. They have come to symbolise a pioneering spirit and the highest professional standards. Many advisers are continuously looking to improve both their business efficiency and their client engagement proposition and both awards play a pivotal role in shining a spotlight on, and sharing, best practice insights.
Zurich has always believed in the value of advice, and in the professionals who provide it. Our longstanding support of these awards is our commitment to celebrating and promoting best practice in financial advice and is one of the significant ways we help support advisers.
Find out more about Zurich’s commitment to helping Australian advisers and protecting clients.
The accolade of ‘Adviser of the Year’ and ‘Practice of the Year' is awarded to extraordinary and visionary advisers and practices, recognising qualities of leadership, innovation, customer focus and professional excellence.
Current and past award winners are extremely positive about the rigour of the process and the opportunities it provides to understand each aspect of their business.
Shadforth Financial, QLD
I’ve had a lot of experience dealing with people who have been in some really vulnerable situations in life. The work that I do has given me an opportunity to put a framework around those people so that they really get taken care of. For my business the core element of financial advice, over and above the management of money and strategic work, is the face to face conversations with people about things that matter in their lives. It’s about being something to someone and if you can find your people then naturally the value of that advice is going to be better.
MEDIQ Financial Services, VIC
We’re motivated to be the best we can be by providing the best level of service to our clients. There is a natural want for humans to engage and trust and our role as advice professionals is to build that trust. The use of technology is breaking down barriers and financial advice is becoming accessible to more people. We can see that the value of advice will become even more valuable over time.
A judging panel will assess all applications for both Awards and select a shortlist to proceed to further stages. These include telephone, written and face to face interviews. The top six Finalists in each Award category are required to submit their total active client list to an independent research and benchmarking company for the purpose of a confidential client survey. Applications for the AFA Practice of the Year Award will be required to complete a Practice benchmarking survey.
Ultimately three finalists will be selected for each Award and will be invited to attend a full day judging showcase held in Sydney in September (travel and accommodation expenses will covered).
If you are a winner or finalist in your Licencee or industry body awards over the past five years, we are pleased to offer a fast track application path in recognition of your achievement and your application will automatically proceed to the telephone interview stage of the AFA Adviser and Practice of the Year Awards. All you have to do is submit an application and indicate which industry award you would like to be recognised for.
The 2018 Adviser of the Year is assessed against the AFA's four key learing pillars:
- Business performance
- Adviser performance
- Quality advice strategies
- Professionalism and leadership
Applicants who progress to finalist stage of the 2018 AFA Adviser of the Year Award are expected to be current AFA members. You can join online at www.afa.asn.au or by contacting the AFA on 1800 656 009.
The 2018 Practice of the Year Award is assessed against the cornerstones that support all advice practices:
- Planning and governance
- Operational excellence
- Client management
- People and performance
It is expected that Practice Principals who progress to the finalist stage of the AFA 2018 Practice of the Year Award are Associate Members of the AFA and the majority of their financial advisers are current AFA members. You can join online at www.afa.asn.au or by contacting the AFA on 1800 656 009.
Key Dates 2018
|21 May||Applications open|
|6 July||Applications close|
|23 July||Telephone interviews of selected candidates completed|
|24 July||Six Semi-Finalists in each Award category selected|
|Site visits, client survey and compliance audits|
|24 August||Top three Finalists in each Award category selected|
|12 September||Finalist Showcase in Sydney|
|12 October||Winners announced at the AFA 2018 National Adviser Conference (Gold Coast)|