What does Female Excellence look like in 2012? Like this…#3


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

Leanne McDonald
Position: Principal of Create Financial Solutions
Education: Bachelor of Commerce majoring in Banking and Finance, Diploma of Financial planning   Deakin University and Kaplan, CFP Course Completed in 2010 through FPA, SMSF, Derivatives and Gearing Courses through Kaplan completed and Collaborative Law Course in 2011.

Leanne is the founding principal of Create Financial Solutions.  Leanne is Passionate about assisting and educating her clients through each life stage. She prides herself on developing excellent working relationships with all clients, this often leads to her providing comprehensive financial advice and ongoing service.

Leanne has a high percentage of clients that are single or widowed women who seek out her advice as a female adviser.  As a result of this, she finds that female clients are the greatest referral for other female business.
Leanne is an active member of Women on the Move and Women in Business. She has also recently been placed in the Top 50 Financial Advisers for Australia in 2012 for Wealth Professional Magazine, ranked 12, including the Highest Female adviser of the top 50.

Being driven and positive about what you can achieve and share that with others is central to Leanne’s working practice.

“I am a passionate person and I enjoy discussing my successes and how to manage work/ life balances, given the number of personal challenges I’ve had over the years myself, it’s important to keep energy levels up to continue to motivate and inspire others. I encourage my staff to be honest, approachable, and hard-working and to enjoy what they are doing.”

Dianne Charman
Profile: Owner and Director of Jade Financial Group
Education: Masters of Financial Planning

Dianne Charman is the Owner and Director of Jade Financial Group.  While this is what her role says on her paper, Dianne sees her role as one to guide and mentor each person who wishes to make a difference in their life, by firstly seeking to understand their financial potential.

In the workplace Dianne acts as a mentor providing a nurturing environment for the growing potential of her team.
Dianne embraces the differences in her team and likes to lead by example. She believes that you bring people on the journey with you.  This is crucial to individual, team and ultimately client success.

Dianne is passionate about providing help for others so they can make a positive financial change in their life, and the lives of their families. As a result of this, Dianne started a not-for-profit foundation for children to start adopting money-savvy habits from an early age – ultimately aiding the developing good financial habits from the ground-up.

Christine Swanson
Position: Owner and Managing Director of Business Prominent Financial Planners.
Education: Diploma of Financial Planning and Certified Financial Planner (CFP), Australian Institute of Company Directors (MAICD), Associate Member of the FPA.

Christine Swanson is the owner and managing director of Prominent Financial Planners.  She has been building her successful business for over 25 years, and 3 years ago formed a highly successful joint venture which has won the Securitor Dealership Practice of the Year for the past 2 years.  Her workplace is also a Women Friendly Service, promoting the importance of advice to women.

Christine’s work with her clients involves a deep understanding of their personal situation which allows her to create and maintain very strong relationships. Christine believes this is not just because of technical knowledge, but also her ability to offer intuitive advice for her clients’ needs and situations.

In the worksplace, Christine works to reflect her own personal values of integrity, trust and fair play. She allows her staff to make decisions and take responsibility for their actions, rather than referral and passing on responsibility within the group.  It is encouraged that others manage their responsibilities, while taking and giving appropriate feedback along the way.

Christine plays an active role in the community and is passionate about her work with Cancer Council SA, she is an Ambassador for Cancer Council SA and coordinates the Glitz & Hammer Annual Fundraising Ball.

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