AFA Adviser of Year and Practice of Year semi-finalists announced

From

The Association of Financial Advisers (AFA) and Zurich Financial Services Australia (Zurich) have announced the semi-finalists in the 2014 AFA Adviser of the Year and Practice of the Year Awards (the Awards). The Adviser of the Year honour was first awarded in 2003, as a joint initiative between the AFA and Zurich, and is acknowledged

continue reading

AFA Introduces Team Service Awards

From

The 2012 Plan for Life (PFL)/Association of Financial Advisers (AFA) Life Company of the Year Awards (the Awards), introduced in 2006, recognise organisations that are achieving excellence within the industry. The Awards rank life insurance companies in the areas of product and service quality, with the Platinum award recognising the overall winner. This year, three

continue reading

Call for AFA 2011 Rising Star of the Year Award nominations

From

The Association of Financial Advisers (AFA) is calling for nominations for the 2011 AFA Rising Star of the Year Award (the Award), sponsored for the seventh consecutive year by OnePath. To be considered a Rising Star, young advisers need to: Demonstrate high levels of advisory skills and knowledge Have been working as an adviser for

continue reading

NAB Private Wealth tops private banking awards

From

NAB Private Wealth was honoured last night at the Australian Private Banking Council 2011 Awards ceremony in Sydney. Private bankers from National Australia Bank won the categories of Outstanding Relationship Manager, Outstanding New Relationship Manager and Industry Thought Leader. In addition NAB Private Wealth itself was named runner-up in the category of Outstanding Institution ($10-$30m).

continue reading

Tips from the Top:Business advice through Zurich YouTube channel

From

Adviser of Year Finalists help launch Zurich YouTube channel Launch marks opening of nominations for 2011 Adviser of Year award Channel launched with ‘Tips from Top’ series with adviser tips on marketing, technology and client care To mark the opening of nominations for the 2011 AFA Adviser of the Year award, Zurich Life & Investments

continue reading

Leading researcher added to AFA Adviser of the Year Judging Panel

From

Dr Rebecca Shiels joins panel More rigour around best practice benchmarking Award enters its 9th year Leading researcher Dr Rebecca Shiels, Director of Research at Beaton Research and Consulting, has been appointed to the judging panel for the prestigious Association of Financial Advisers (AFA) Adviser of the Year Award.   Chairman of the Judging Panel

continue reading

Bridging The Gap: AFA/Tower launch Female Excellence in Advice Award

From

The Association of Financial Advisers (AFA), TOWER Australia and the Macquarie Graduate School of Management officially launched the AFA Female Excellence in Advice Award (the Award) in Sydney last night. The Award is designed to encourage more women to consider financial advice as a career, to champion those who excel at it and to take

continue reading

AXA Financial Advice Network announces national adviser of the year

From

AXA’s Financial Advice Network has announced the winner of its national annual adviser award, the Gerald Lippman Perpetual Trophy. This year’s winner is Paul Aspros of PSK Financial Services x “This award is presented to the most outstanding adviser who has contributed not only to the AXA network, but to their local and wider community, as well as

continue reading

AFA/Tower launch Female Excellence in Advice Award to tackle the gender gap

From

The Association of Financial Advisers (AFA), TOWER Australia and the Macquarie Graduate School of Management have joined forces to launch the AFA Female Excellence in Advice Award (the Award). The Award, which will be officially launched in May, is an important first step in tackling the gender gap that exists in retirement savings, wealth protection

continue reading

More than lowest brokerage: CMC Markets Stockbroking wins prominent awards from Investment Trends

From

CMC Markets, the leading independent financial services provider, has been awarded ‘Highest overall client satisfaction’, ‘Best website functionality’, ‘Best customer service’, and ‘Best charting’ in the Investment Trends Dec 2010 Australia Online Broking Report. The multiple awards won demonstrate the quality and depth of CMC Markets’ stockbroking business after CMC Markets launched Australia’s lowest online

continue reading