And, in a year that sees the award celebrate its 10th anniversary, female advisers are more strongly represented than ever before, making up half of the shortlisted panel of six advisers.
 
AFA CEO Richard Klipin said, “I am delighted that as we celebrate the 10th anniversary of this award, that the future of advice is in great hands. We are seeing innovation flourish and practice leadership grow and these finalists are a credit to this profession and the life changing advice they provide.

“Zurich has been a fantastic collaborative partner on this journey to excellence and I’d like to thank Colin and his team for their commitment, foresight and focus to raising the standards of this award.”

Colin Morgan, Chief Executive of Zurich’s life and investments business, sponsors of the awards since inception in 2003, said, “Against a backdrop of unprecedented industry change emerge the true visionaries, those who embrace change and turn it into opportunity.

“This year’s crop of finalists has seemingly done the impossible, raising the bar even higher than before. We are delighted to see that as we celebrate the 10th year of the award, it continues to go from strength to strength, as does Zurich’s desire to champion adviser excellence.”

The 2012 AFA Adviser of the Year will be announced on Tuesday, 30 October 2012 at the AFA National Conference at the RACV Royal Pines Resort on the Gold Coast. 

The six finalists are:

• Mark Rando, Rando & Associates, Western Australia
• Olivia Maragna, Aspire Retire, Queensland
• Jenny Brown, JBS Financial Strategists, Victoria
• Dennis Jones, Beacon Wealth, Victoria
• Michelle Tate-Lovery, Unified Financial Services, Victoria
• David Clark, Clark Pacific Financial Services, New South Wales

Judging Panel
1. Brad Fox, President, AFA
2. Richard Klipin, CEO, AFA
3. Peter Sobels, Director, Riskinfo
4. Graham Peatey, Managing Director, Encore Group
5. Dr Rebecca Sheils, Leading Practices Program Director, Beddoes Institute
6. Kristine Wade, Head of Sales, Zurich Life and Investments
7. Marc Fabris, National Manager, Sales Strategies and Research

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