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.

The post Aged Care Steps announces finalists for 2023 Aged Care Adviser of the Year Awards appeared first on AdviserVoice.

Now in its 10th year, the FPA Awards recognise individuals and businesses across Australia who deliver the highest standard of professional and trusted advice to Australian consumers. The awards also highlight the outstanding university students who are the future of the financial planning industry.

The finalists in the 2022 FPA Awards for each professional category are:

FPA CERTIFIED FINANCIAL PLANNER® Professional of the Year Award – finalists:
Paul Benson CFP® – Guidance Financial Services (VIC)
Naomi Mee-Martino CFP® – Bastion Financial Group (WA)
Andrew Reynolds CFP® – EFS Advice (NSW)

FPA Financial Planner AFP® of the Year Award – finalists:
Lili Hong AFP® –  Future Gen Solutions (QLD)
Bill Savellis AFP® – Olive Grove Financial Advice (NSW)

FPA Professional Practice of the Year Award – finalists:
Alman Partners (QLD)
Boutique Advisers (WA)
VISIS Private Wealth (QLD)

FPA University Student of the Year Award – finalists:
Matthew Kanizay – Deakin University
Joel Perryman – University of South Australia
Georgia Camerlengo – University of South Australia

Sarah Abood, CEO says these awards help to bring attention to the positive and life-changing impact that financial planners can have.

“The FPA Awards celebrate the commitment, talent and passion of outstanding financial planners and practices, and recognise the role they play in bettering the lives of Australians.

“The recently released Value of Advice research showed that 95 per cent of advised Australians identified additional benefits received beyond their finances, including things like mental health, family life and social life.

“In times of increasing external financial pressures, with inflation and interest rates rising globally, having financial confidence is a necessity, and we know this can be achieved with the support of a financial planner.

“A big congratulations to all the finalists. The quality of the applications received has been outstanding.  All the finalists have consistently demonstrated great commitment and passion to their clients, community and the profession, and significantly impacted the lives of their clients and communities for the better,” says Abood.

The winners of the 2022 FPA Awards will be announced LIVE at the FPA Professionals Congress event on 23 – 24 November in Sydney.

The post FPA announces finalists of the 2022 FPA Awards appeared first on AdviserVoice.