Matt Hale, Financial Design for Life, Victoria has been named this year’s Association of Financial Advisers (AFA) Rising Star.
The AFA Rising Star of the Year Award, sponsored by OnePath, recognises up and coming advisers who provide quality, holistic advice; who demonstrate a commitment to education and who make a valuable contribution to their industry and to their community.
Announcing Mr Hale’s win at the AFA National Conference on the Gold Coast this afternoon, AFA CEO Richard Klipin said he embodies the, heart, sprit and soul of the future of the profession.
“Matt is university educated, has a very strong advice process, is focussed on his clients, is a leader within the AFA and raises funds for his chosen charity. Congratulations to Matt and all the finalists. It is a privilege to see the profession in evolution. Thank-you also to Onepath for their foresight in supporting the rising stars of advice.”
Gerard Kerr, OnePath’s Head of Retail Insurance Products and Marketing, said the Award celebrates excellence in the advice industry and recognises the next generation of financial advisers.
“We believe that nurturing new talent is the key to sustaining the industry’s growth. That’s why OnePath has sponsored the award since its inception in 2005. It’s our way of helping celebrate and support the leaders of tomorrow,” he said.
2012 Finalists
Angus Gallagher – Knightcorp Life Insurance & Wealth Management (Western Australia)
Cameron Forbes – Forbes Financial Planning (Victoria)
Matt Hale – Financial Design for Life (Victoria)
Meike Suggars – Suggars & Associates (Victoria)
Scott Mitton – RI Advice (Victoria)
The Judging Panel
Esther Althaus, Acquire Wealth Management and 2005 AFA Rising Star Winner
Andrew Shakespeare, JSA Group and 2010 AFA Rising Star Winner
Richard Klipin, AFA
Terry Bell, Business Health
Gerard Kerr, OnePath
Daniel Waller, OnePath
