Philip Kewin

The Association of Financial Advisers (AFA) National Roadshow (the Roadshow), which kicks off in Hobart on 29 May 2019, will follow hot on the heels of this year’s Federal Election, giving delegates the opportunity to hear the AFA’s early insights into the post-election political landscape and what it means for the advice community.

AFA CEO Philip Kewin said, “As well as reviewing the likely impact of the Federal Election, our policy update will also review the rapid changes in the world of advice, in terms of education and ongoing developments post Royal Commission, and what it will mean for advisers and their businesses, now and in the future.”

Mr Kewin said the aim of the AFA’s Roadshow is to not only provide a timely post election update, but also to cut through the noise and inspire advisers through knowledge sharing and practical tips from award winning advisers who are creating their own future through advice excellence. “Our program is very much focussed on delivering practical content that is useful, timely and relevant to advisers in their practices.”

Also visiting Adelaide, Perth, Melbourne, Canberra, Sydney and Brisbane, the Roadshow will  feature the AFA’s 2018 award-winning advisers Hugh Robertson, Troy MacMillan and Cara Graham, and Donna Lee Powell who will be sharing what motivates them to deliver the best for their clients  and their journeys to achieving advice excellence.

Morningstar presenter, Jody Fitzgerald, will deliver a session which uncovers solutions to the challenges of keeping clients engaged with their financial strategy and an AFA Inspire Masterclass delivered by Jennifer Whelan, Director of Psynapse Psychometrics, will look at the latest in innovative cognitive science research, designed to help people thrive, both personally and professionally.

View the program and to register for the AFA National Roadshow.

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Donna Lee Powell

Donna Lee Powell from DLP Life Design has been announced as the winner of the 2018 Association of Financial Advisers (AFA) Female Excellence in Advice Award (the Award) by the AFA and TAL.

A joint initiative of the AFA and TAL, the Award recognises and showcases the talents and contributions of women in financial advice to their clients, the community and their profession. The Award criteria includes assessment of each candidate’s contributions to financial literacy in the community and/or campaigns targeted specifically at helping female clients take control of their financial lives. The Award has steadily gained momentum since launch in 2011 and this year attracted over 300 nominations,100 more than in 2017.

AFA CEO, Phil Kewin said, “Donna Lee is a truly inspiring individual and a worthy winner of the 2018 Female Excellence in Advice Award. She has used her personal adversity to educate and improve the lives of many women in the community.”

Donna Lee started her career in financial services in 1995, and launched her own consulting business in 2017. She specialises in helping women who are facing life-changing events.

Niall McConville, TAL General Manager, Retail Distribution said, “Congratulations to Donna Lee on this fantastic achievement. Donna Lee is a worthy winner in a year where we saw record nominations for the Award.

“We’re very proud of partnering with the AFA since 2011 on the Female Excellence in Advice Award. We believe this Award continues to be an important influence in generating awareness around the need for more diversity within the profession itself whilst also addressing the underrepresentation of women seeking financial advice.”

Donna Lee will receive a $15,000 tailored education package, courtesy of TAL.

The Award was presented at the AFA National Adviser Conference on the Gold Coast this morning.

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Niall McConville

The Association of Financial Advisers (AFA) and TAL have announced the finalists in the 2018 Female Excellence in Advice (FEIA) Award, with the winner to be announced at the AFA National Conference on 10 October.

A joint initiative by the AFA and TAL, the FEIA Award celebrates women in financial advice who are making a significant contribution to their profession, their community and their clients.

The Winner of the FEIA Award will receive a $15,000 tailored education package, courtesy of TAL.

The FEIA Award 2018 finalists are:

• Dominique Bergel-Grant, Leapfrog LIFE
• Joanna Ryan, Lumix Wealth
• Tonina Ciarrocchi, Alta Financial Planning
• Nicole Heales, Nicole Heales Financial
• Donna Lee Powell, DLP Life Design
• Heidi Schwegler, AHS Financial

TAL General Manager, Retail Distribution, Niall McConville, said, “We congratulate all of this year’s finalists. We received a record number of over 370 nominations and 44 applications this year so the finalists should be very proud of their achievements. The finalists were clear standouts in terms of the successes they’ve had in running their businesses as well as the contributions they’ve made to the community.

“The application process takes time and effort but all participants let us know how rewarding the experience is and a good opportunity for them to reflect on the great work they do for Australians every day,” he said.

AFA CEO, Phil Kewin said, “We are delighted by the calibre of entries for our Female Excellence Award. The passion and commitment to professionalism and improving the lives of their clients is second to none. The dedication these women are demonstrating towards improving our industry and encouraging more women to enter the advice profession is outstanding.”

“The fact we have had a record number of nominations this year is really testament to the positive change the best advisers in our industry are making to the lives of their clients.”

Finalists will present to a judging panel in September about their business achievements, community involvement and views on mentoring, education, gender diversity and future vision.

For more information on the Award, visit: AFA Female Advice

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