AFA rising star finalists announced 

The Association of Financial Advisers (AFA) and ANZ Wealth have announced the six finalists in the 2018 AFA Rising Star of the Year Award (the Award).

Now in its 14th year, the Award recognises emerging talent in the financial advice industry who provide quality advice, excellence in client experience, contribute to the financial literacy of their clients and demonstrate a commitment to ongoing professional development.

The 2018 AFA Rising Star of the Year Award finalists are:Rachael Bursell – Finance Your Future

  • Andrew Debono – Announcer Group
  • Sam Jewell – Rising Tide Financial Services
  • Jacinta Martin – Altitude Financial Management
  • Rebecca Pritchard – Wealth Enhancers
  • Ryan Skeen – Zella

Phil Kewin, AFA CEO  said, “We are delighted to be able to recognise some of the best and brightest talent in our profession. These individuals will be the future leaders of our industry and will help our industry evolve through a period of change.

“It was a hard task to pick only six finalists from such a strong group of applications. They have all shown exceptional work with clients and are all innovating in their practices to provide quality advice.”

ANZ Wealth Head of Sales, Don Sillar, said, “We are very excited about the calibre of this year’s professionals. We are constantly impressed year after year by the industry’s best new advisers and 2018 brings no exception.

“This year’s program has a great pool of talent and we are honoured to be in the company of these professionals. They have already made great contributions to the industry through client service, outstanding advice and community engagement. It is important we support these advisers for the future of the advice industry and we look forward to helping them develop both personally and professionally.”

This year’s judging panel included:

  • Phil Kewin – AFA CEO
  • Don Sillar – Head of Sales, ANZ Wealth
  • Jenny Brown – Founder and CEO of JBS Financial Strategists
  • Vanessa Bennett – CEO Next Evolution Performance
  • Patricia Garcia – Director and Financial Adviser WB Financial
  • Matt Hale – Director and Senior Financial Planner Rising Tide

Finalists will attend a full day ‘Personal Breakaway’ workshop run by Slipstream Coaching on 12 September in Sydney, covering business, financial and personal objectives and ID profiling to help identify drivers and values.

The winner will receive quarterly, personalised coaching from experienced Business Coach and qualified financial adviser, Phil Little for 12 months.

The Award winner will be announced at the AFA National Adviser Conference at Royal Pines Resort on the Gold Coast on 10 October 2018.

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