Excellence in advice is more than just providing quality advice, it’s about going over and beyond your call of duty to provide the support and living tools people need – often to survive.
For female excellence in advice, the role doesn’t end as the client walks out the door, it’s an ongoing relationship of advice, and education that makes a difference not just on a client level, but on an industry level.
This award doesn’t just represent great client/adviser achievement, its represents a step forward in diversifying an industry. See three of the contenders for this year’s Female Excellence in Advice Awards below.
Want to be recognised for your excellence in advice? Find out more here.
Position: CEO of the FMS Group
Education: 2000-Bachelor of Commerce, 2001-Diploma of Financial Services (Financial Planning), 2005-Statement of Attainment AMC, 2006- Advanced Diploma of Financial Services (Financial Planning), 2006-Tribeca & SMSF’s, 2006/7-Marketing in Action & Practice Fundamentals, 2007-Certified Financial Planner Designation, 2007/8-Trinity Programme, Business Management Course, 2009-Certificate IV Financial Services (Finance/Mortgage Broking), 2010-Registered Tax Agent, 2011-SPAA Accredited SMSF Specialist Adviser.
Christine is the CEO of Financial Management Solutions (FMS), which is a three company group offering complete financial solutions to clients. She works to provide the overall strategic direction for the company, but also to ensure a harmony with working culture too, making sure personal development standards and positive working practices are always in place.
Christine’s passionate about providing tailored advice to clients, and as one of her clients is the largest employees of women in their sector; Christine works actively to run campaigns that provide solutions to empower them so they can enjoy a secure financial future.
Further to this, Christine is active in the industry with education; she promotes financial literacy using seminars, public speaking opportunities and is in the process of completing a series of children’s books and interactive apps.
Christine hopes that FMS will provide a legacy for generations to come to join the industry – including her grandchildren.
Position: Principal Adviser Affinity Private
Education: Bachelor of Laws (Honours), Bachelor of Arts Asian Studies ANU, Securities Institute’s Graduate Diploma in Applied Finance FPA’s CFP program. Master of Laws (Tax) at Melbourne University. Executive Certificate in Positive Psychological Coaching UTS.
Catherine is the Principal Adviser for Affinity Private. Her primary focus is to give her clients – particularly the women, the confidence they need to be in control of their finances. Her passion as an adviser is based not just on the want to contribute to client success but to provide a broader positive impact on society through her work and the flow on effect with her client’s impact – which often has a philanthropic skew.
Central to Catherine’s workplace is the belief and practice that innovation and creativity come when we are removed from the demands of the day-to-day. This means that for Catherine, every team member should have the time they need away from work to balance life commitments, whether they have family or not.
“We’re a values driven organisation, and look for other businesses to work with who share our values. We often find that the businesses we want to work with are run by women. We do not actively seek out businesses run by women, but find that we gravitate to businesses who share our values, and invariably these are business run by women. In this way we are proud supporters of meaningful and sustainable gender diversification.”
In life as in business, Catherine leads by example, and believes that success is only achieved by helping those around her succeed.
Position: Director Integra Financial Services
Education: Securities Institute, FPA Diploma of Financial Planning, CFP, Stanford University Strategic Leadership Programme.
Deborah is the Director of Integra Financial Services. Her practice works to promote services to lawyers, especially in family law. Deborah believes that this is an area female financial planners can play a strong role in, especially with assisting women who are facing divorce. She works passionately to give newly divorced women the confidence to move on and start new lives.
Deborah actively markets the practice to business communities, especially female members, ensuring they have their super, insurance and estate planning in place. She is extremely active with her involvement in associations within the industry, promoting the need for women on FPA chapters, and assisting in increasing the numbers of women in the industry.
Deborah is on the board of the WSBC (Western Sydney Business Connection), and has been for over ten years. She is the first Female President of this Board and works to actively encourage more women to be involved. She actively takes a mentoring role for other women in management roles.
Deborah is passionate about promoting the role women advisers should take, and always encourages female advisers to participate in the industry.
To see the other nominees, please click here.