Speaking at the AFA’s recent EVOLVE Conference, AFA National President, Michael Nowak said that due to COVID-19 restrictions and being unable to host a face-to-face conference, the AFA’s traditional adviser awards program was postponed, however the AFA still wanted to celebrate its belief in great advice.

“The AFA Great Advice Awards are about acknowledging great stories from financial advisers about the successful outcomes they have delivered to clients,” he said. “Advisers share stories that demonstrate the financial, behavioural and emotional value that their advice has provided.”

Each state had a winner and a finalist.

The NSW winner was Terry Johnson from Keyman Financial Services in Parramatta, NSW.

“Terry has many claim stories of which to be proud,” Mr Nowak said. “Not only has he administered pro bono claims, but he always shows the utmost care to his clients when they need it the most.”

The Victorian winner was Adrienne Rush from iCare Financial Advisory Pty Ltd in Melbourne.

“Adrienne is such an impressive adviser. She has been recognised as a finalist in the AFA’s Female Excellence in Advice Award twice,” Mr Nowak said. “Adrienne’s great advice story demonstrates both the financial and psychological benefits of advice.”

Gayle McKew from Prosperity Planning Partners on the Gold Coast was the Queensland winner. Gayle’s great advice story highlighted many interconnecting elements of holistic client and family financial care. “This included intergenerational wealth advice, estate planning and wealth transfer advice, portfolio management and retirement planning.”

South Australian Simon Capp from Treehouse Financial Planning in Adelaide won the award for a story which demonstrated the great care he exhibited in helping a client in distress after a family loss and empowering the client to continue a journey towards achieving their goals.

AFA Inspire National Chair, Dawn Thomas, from Integro Private Wealth in Perth was the Western Australian winner. “Dawn’s great advice story demonstrated her ability to build trust with a client who had previously received poor advice. She restructured the client’s financial affairs and provided guidance to help the client achieve independence and work/life balance.”

The AFA thanked Sunsuper for supporting the Awards and for their ongoing support of advice.

Sunsuper’s Head of Advice and Retirement, Anne Fuchs said, “We were proud to support the AFA Great Advice awards in 2021 and would like to congratulate all the winners and finalists. Sunsuper has 1.4 million members and close to 4,000 registered advisers, therefore we understand and deeply value the role financial advisers play in helping Australians achieve their retirement dreams.”

A list of state winners and finalists appears below.

Winners:

• Adrienne Rush (VIC)
• Gayle McKew (QLD)
• Dawn Thomas (WA)
• Simon Capp (SA/NT)
• Terry Johnson (NSW/ACT)

State Finalists:

• Tim Hall and Simon Green (QLD )
• Donna Lee Powell (WA)
• Nikola Radoicic and Paul Katranis (SA/NT)
• Craig Phillips (NSW/ACT)
• John Cachia (VIC)

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