AFA and TAL announce 2019 Excellence in Education Award finalists


The Association of Financial Advisers (AFA) and TAL are pleased to announce the finalists in this year’s AFA Excellence in Education Award (the Award).

The Award recognises the transformative power of education in advice, rewarding those advisers who are striving for excellence by improving their professional skills and knowledge.

The finalists are:

  • Kearsten James, Cooper Wealth Management
  • Joseph Meawad, Trinity Financial Advisers
  • Ben Nash, Pivot Wealth
  • Nicola Schneider, Robina Financial Solutions

AFA CEO, Philip Kewin said excellence in education inspires greater adviser confidence in their own ability and greater consumer trust in advice. “The past decade has seen an increasing focus on adviser education. This has been driven by consumer awareness, regulatory reform and the collective realisation of the growing importance of professional education in its broadest sense, encompassing not only the acquisition of knowledge, but also the skills, values, beliefs and habits necessary to demonstrate the true value of advice.

TAL Head of Licensees and Partnerships, Beau Riley, said TAL is proud to continue sponsorship of the AFA Excellence in Education Award, which is now in its 12th year.

“TAL has been supporting the industry with the FASEA educational requirements and is proud to partner with the advice community as it takes its first steps on the new educational journey. The finalists of this year’s Award have demonstrated that they have not only committed to their own education, but have taken an active role in their respective communities to share their knowledge and experiences. We look forward to celebrating their achievements at this year’s AFA Conference.”

The 2019 Excellence in Education Award Winner will be announced at this year’s AFA Conference in Adelaide on 29 August. The winner will receive an education scholarship for study with Kaplan to the value of $25,000.

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