The awards aim to recognise and champion the significant work done by aged care advisers in helping people navigate the aged care maze – an area that is of increasing importance and concern to older Australians and their families. With increasing longevity and around 1.5 million older Australians receiving care services, these advisers provide an important service to clients.

Advisers have been nominated under two categories:

• Aged Care Adviser of the Year.
• Aged Care Advice Program of the Year.

The first category recognises an individual adviser who is deemed to have demonstrated outstanding professional commitment to providing aged care advice to older Australians and their families.

The second category recognises an Australian adviser or advice business working in financial services that has actively advocated the promotion of aged care advice amongst their client base, referral communities, peers or local community.

Aged Care Steps were excited to receive an increased number of applications this year. The applications were reviewed and assessed by an external panel of respected professionals, comprising Jo-Anne Bloch, Phil Anderson and Sue Viskovic, to select our list of 2023 Finalists. The judges commended the high standard and quality of applications.

The 2023 Finalists are (in alphabetical order by first name):

• Aged Care Adviser of the Year
  • Craig Phillips – Phillips Wealth Partners
  • Jillian Clarke – Alteris Financial Group
  • Katie Spence – Sage Care Advice
  • Kerri Mendl – Alteris Financial Group
  • Kimberly McGrath – Viridian Advisory
  • Sophie Doyle – Morgans Financial
  • Zac Dodds – Muirfield Financial Services
• Aged Care Advice Program of the Year
  • Alteris Financial Group – Andrew Biviano
  • Cosca Personal Wealth – Jayden Swarbrick
  • Olive Grove Financial Advice – Bill Savellis
  • Phillips Wealth Partners – Craig Phillips

While aged care advice is becoming a core component of retirement planning, more and more advisers are upskilling in aged care advice. However many people do not understand the value of seeking advice from a qualified and accredited aged care professional. The Aged Care Adviser of the Year Awards aim to raise awareness of the highly valued and expert services that aged care advisers provide.

“The Awards are a perfect way for us to recognise outstanding aged care advisers and help raise the profile and awareness of their specialised contribution to the advice profession and well-being of clients,” said Assyat David, Director of Aged Care Steps.

Aged Care Steps will be announcing the winners of the awards on 14 December 2023.

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Bruce Baynes

Industry leader Aged Care Steps has launched the 2023 ACS Aged Care Adviser of the Year Awards.

Following the success of their inaugural awards last year, Aged Care Steps is delighted to continue these awards to recognise the great work advisers achieve in this increasingly important advice area.

“These awards set a benchmark for aged care advice excellence when we launched them last year. Promoting recognition of adviser excellence and the importance aged care advice holds in financial planning is critical.

Aged care advice ensures that clients have more choices and greater control as they move through retirement, and celebrating the best advisers in our industry helps recognise the positive impact they have on their client’s lives,” said Louise Biti, Director of Aged Care Steps.

There are two categories under which advisers can nominate themselves or another adviser:

• Aged Care Adviser of the Year
• Aged Care Advice Program of the Year.

The first category recognises an individual adviser who is deemed to have demonstrated outstanding professional commitment in providing aged care advice to older Australians and their families.

Bruce Baynes from Sage Care Advice, Winner of the 2022 Aged Care Adviser of the Year said: “Being recognised as the inaugural winner of the ACS’s Aged Care Adviser of the Year, was more than a trophy or an accolade of achievement, for me it was confirmation that we are fulfilling a need and making a difference in people’s lives.”

The second category recognises an Australian adviser or business working in financial services that has actively advocated the promotion of aged care advice amongst their client base, referral networks, peers or local community.

Andrew Biviano, Alteris Financial Group, Winner of the 2022 Aged Care Advice Program of the Year said: “The award was a wonderful acknowledgement that reinforced our commitment to the benefits of having a specialised aged care division. This recognition underscores our multifaceted approach, which includes offering tailored financial guidance to clients to instil confidence in their decision-making, consistently sharing our expertise with aged care facilities to emphasise the value of financial advice, and exchanging insights with fellow financial planners to empower them in supporting their clients effectively.”

Applications will be reviewed and assessed by an external panel of respected professionals, who will be announced in the coming weeks.

Full details of the Awards and the nomination and application processes are available on the Aged Care Steps website.

Applications close on Monday 6th November at 6.00pm Sydney daylight savings time.

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