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

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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.

  Anne Graham
  Position:  Managing Director and Financial Planner of McPhail HLG Financial Planning
  Education: B.Bus (Acct), CPA, CPA practice program, CFP©, Grad Dip Financial Planning and Applied  Finance & Investment, LRS© accreditation with FPA, currently studying Masters of Applied Finance.

Anne is the Managing Director of McPhail HLG Financial. She is dedicated to providing a positive working environment for her team that cultivates not just a professional career path for young female staff, but one that is supportive and encouraging based on being a good role model.

“I promote greater gender diversity by being a role model – actions speak louder than words! Being the first female winner of MM planner of the year in 21 years, and adviser of the year for Securitor has given me a forum. I actively offer to speak to young female (and male) advisers and support staff, sharing experiences and being very open about my own experiences.”

Anne believes that by  providing an encouraging workplace for staff that allows autonomy and growth for the individual professionally, this in turn provides the best service and advice experience for clients.
Anne’s marketing message resonates particularly with women, where her central message to clients is about being in financial control, and her role is simply being a partner with clients and listening to their needs. 

  Adrienne Rush
  Position: Full Advice CFP Financial Planner Bendigo Financial Planning.
  Education: Diploma/Advanced Diploma in FP and CFP

Adrienne’s dedication and passion for her role has allowed her to inspire other women in joining the financial industry.

“Sharing success inspires and gives other women self-belief and confidence; it creates an understanding that if they invest in themselves and dedicate time to personal development, they will also enjoy success.”

Adrienne Rush is a successful financial planner for Bendigo Financial Planning. After holding various roles in the financial services industry, she has pursued her passion to become a Certified Financial Planner.

Her focus is not just providing financial advice, but also nurturing relationships built on trust. She works to deliver financial advice in a way that is easy for clients to relate to and understand, she aspires to build better communication on every occasion she can.  

Adrienne believes that to be a true finance professional you need more than just a well-constructed road map of financial and lifestyle goals, but you have to be comfortable with standing in your clients’ shoes and really getting a feel for who they are. 

 Deborah Heindl
 Position: Managing Director Heindl & Associates, Founder of Her Life Pty Ltd
 Education: Diploma of Financial Services

Deborah is the owner operator of two companies, Heindl & Associates and Her Life. While Deborah is dedicated to providing Risk Insurance, her main mission has been to inspire her staff in achieving their goals. She has mentored many young female advisers and believes strongly that success is about giving it a go. Coming from a place of disadvantage early on in life has given Deborah the motivation to help others focus on the solutions and not the problems.

As a founding member of Herlife, an insurance needs provider for professional women, Deborah not only has a genuine desire to help women achieve their insurance needs, she hopes to use this framework to mentor young advisers and bring more women into the financial services industry.

“The main reason I established Herlife was to act on the under insurance problem for women in Australia. For years I heard how the insurance industry was going to address the issue, and I wanted to help solve the problem. Her Life has been a huge undertaking…but I think I’m perfectly positioned to mentor and help female advisers as I have built a number of businesses from scratch in a male dominated industry, with little to no help.”

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