AFA and TAL announce Female Excellence in Advice Award finalists

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The Association of Financial Advisers (AFA) and TAL have announced the finalists in the 2019 Female Excellence in Advice (FEIA) Award (the Award).

The Award promotes positive change in the financial advice sector by encouraging more women to enter the industry and take on leadership roles. It has been championed by TAL for the past nine years.

AFA CEO Philip Kewin said the Award also promotes the broadening of choices available to Australians when it comes to seeking financial advice. “The aim of the Award is two-fold. The first is to encourage more women to enter the industry and take on senior roles. The other equally important aim, is to encourage more women to seek advice so that they can be adequately resourced for retirement and obtaining insurance. With more women in the industry, we hope this will be a natural progression.”

The 2019 Female Excellence in Advice Award Finalists are:

  • Felicity Cooper, Cooper Wealth Management
  • Tracey Ferguson, Ferguson Financial Planning
  • Dawn Thomas, Wealthwise
  • Tabitha Tworek, Insight Wealth Planning

TAL General Manager Retail Distribution, Niall McConville, said this year’s finalists were clear standouts in terms of the successes they have had with their clients and the contributions they have made to the community, particularly in regards to promoting advice to females and encouraging more women to consider financial planning as a potential career.

“The quality of the applications we received again this year was excellent and I would like to thank everyone who submitted an application. The application process takes time and effort but many participants let us know how rewarding the experience is. It is a good opportunity for them to reflect on the great work they do every day for Australians and for some it is a chance to reflect on how they are performing to their business plan.”

The winner, who will receive a $15,000 tailored education package courtesy of TAL, will be announced at the AFA Conference in Adelaide on 29 August.

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