Erin Truscott, AFA Rising Star 2016

The Association of Financial Advisers (AFA) has announced the six finalists in the 2017 Rising Star Award (the Award). 

Now in its 12th year, the AFA Rising Star Award shines a light on those newer advisers who are paving the way for the next wave of advice professionals.

The AFA Rising Star Award recognises advisers with four years or less experience who provide quality advice, excellence in client engagement and are active contributors to the profession and/or wider community. 

AFA CEO Phil Kewin said: “The AFA Rising Star Award plays a critical role in unearthing exciting new talent in our profession. These new stars not only act as role models for their peers but also represent the future leaders advocating the value of advice. We are delighted once again to partner with ANZ Wealth to nurture and grow the advice community.”

He added: “I am really excited about this years’ group of amazing award nominees and congratulate all of those who participated and their efforts during the preliminary judging process. This made it very tough for the judges to narrow it down to a small group of finalists, all of whom are fantastic ambassadors.”

The 2017 Rising Star Award finalists are:

• Andrew Debono – Financial Adviser, Announcer Group
  
• Karlee Hoog-Antink –  Financial Adviser, Elders Financial Planning Mackay
  
• Keats Brydon – Financial Adviser, Finn Financial Planning
  
• Lauren Walker – Private Client Adviser, EUROZ Securities Limited
  
• Mia Taylor – Financial Adviser, Evalesco Financial Services
  
• Sam Jewell – Financial Adviser, Rising Tide Financial Services

This year’s judging panel included:

• Phil Kewin – AFA CEO
  
• Jenny Brown – Founder and CEO of JBS Financial Strategists
  
• Don Sillar – Head of Sales, ANZ Wealth
  
• Laura Halbert – Head of Marketing – Australia Wealth, ANZ
  
• Chris Browne – Founder & MD Rising Tide and 2007 Rising Star Winner
  
• Ben Nash – Financial Adviser and Founder Pivot Wealth

The Award winner will be announced at the AFA National Conference at Royal Pines Resort on the Gold Coast on Wednesday 11th October 2017.  

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Erin Truscott, AFA Rising Star 2016

ANZ and the Association of Financial Advisers (AFA) has announced the six finalists for the 2017 AFA Rising Star of the Year Award.

Now in its 13th year, the award recognises advisers with a maximum four years’ experience, who have made a valuable contribution during their short time in the industry.

Don Sillar, Head of Sales, ANZ Wealth and Rising Star of the Year award judge, said: “Each year the judges are consistently impressed with this award’s calibre of nominees and 2017 is no exception.

“This year’s finalists have each made a positive impact in this industry through outstanding advice, client service and community engagement.”

Erin Truscott, 2016 AFA Rising Star Award Winner, said “This award is a fantastic platform for young advisers and the development opportunities awarded to this year’s finalists is unprecedented”.

The six finalists will receive a full day Mastering Motivation coaching session exploring tools and techniques that support success in a dynamic industry, before final judging day on 13 September 2017.

The 2017 AFA Rising Star of the Year Award finalists are:

• Andrew Debono – Financial Adviser, Announcer Group
• Karlee Hoog-Antink – Financial Adviser, Elders Financial Planning Mackay
• Keats Brydon – Financial Adviser, Finn Financial Planning
• Lauren Walker – Private Client Adviser, EUROZ Securities Limited
• Mia Taylor – Financial Adviser, Evalesco Financial Services
• Sam Jewell – Financial Adviser, Rising Tide Financial Services

They were selected by a judging panel including:

• Philip Kewin – Chief Executive Officer, Association of Financial Advisers
• Don Sillar – Head of Sales, ANZ Wealth
• Jenny Brown – Founder and Chief Executive Officer, JBS Financial Strategists
• Ben Nash – Financial Adviser and Founder, Pivot Wealth
• Laura Halbert – Head of Marketing, ANZ Wealth
• Chris Browne – Founder & Managing Director, Rising Tide

The winner will be announced at the AFA National Conference, held at the Royal Pines Resort on the Gold Coast from 11-13 October 2017.

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Ben Nash

The Association of Financial Advisers (AFA)’s premiere event for progressive financial advisers, the Genxt Connect Tour, will kick off in Hobart on 6 February 2017, with some venues almost sold out.

The Genxt Connect Tour sees some of the AFA’s most exceptional advisers and the industry’s most influential leaders tour the six capital cities to share their knowledge and experience with new, aspiring and forward-thinking financial advisers.

“Genxt is all about developing and enhancing the talent we know exists in the current and future generation of our profession,” said Ben Nash, AFA Genxt National Chair. “The Genxt Connect Tour delivers sessions on both the practice and the theory behind the delivery of great advice. It offers advisers the opportunity to hear from successful advisers and from industry experts on topics which will inspire them to build even greater advice practices and deliver exceptional outcomes for their clients.”

Hosted by Mr Nash, the line-up of speakers on advice best-practice includes AFA National President, Marc Bineham; the AFA’s 2016 Excellence in Education Award winner, Steve Nielsen and the AFA’s 2016 Rising Star, Erin Truscott. On the theory side, attendees will hear from Sunsuper Chief Economist, Brian Parker; business performance guru, Michael McQueen from The Nexgen Group; and industry leader and AFA CEO, Brad Fox.

“The program will encourage advisers to adopt practical, innovative solutions to providing great advice. Just as importantly, as a Genxt event, advisers will build networks with other advisers with whom they can share ideas,” Mr Nash said.

The program also includes inspirational speaker, Brian Freeman, Founder of Walking Wounded who scored 4.9 out of 5 at the AFA’s National Adviser Conference in 2016.

“Our members at the National Adviser Conference took so much value away from Brian’s session that we felt compelled to bring him on the Genxt Connect Tour. It’s life changing stuff,” Mr Nash said.

The Genxt Connect Tour kicks off in Hobart on 6 February, and will also visit Adelaide, Perth and Melbourne before wrapping up in Sydney on 16 February.

View the program and to register for the 2017 AFA Genxt Connect Tour.

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The AFA Rising Star of the Year Award (the Award), supported by ANZ Wealth, launched in 2005 and recognizes new advisers who are providing quality advice, who demonstrate a commitment to education and who are making a valuable contribution to their industry and to their community.

In making the announcement at the AFA National Adviser Conference in Canberra today, AFA CEO Brad Fox said Ms Truscott demonstrates exceptional capabilities in all areas.

“Erin aims to not only deliver service to her clients that helps improve their financial situation but that also helps improve their peace of mind and hence their lifestyle and well-being,” he said. “Through the commitment she has made to her education and the contributions she has made to both her profession and her community, Erin has proven herself to be an outstanding AFA Rising Star. Like those who have earned the accolade before her, we have great confidence that Erin will go on to be a role model for those who aspire to be leading advisers in the profession.”

Managing Director ANZ Wealth, Alexis George, said the Award, which ANZ has supported since inception, aims to recognize emerging talent within the financial advice profession.

“ANZ is committed to the long-term strength of the financial advice industry. This is why we’re proud to partner with the AFA to recognise outstanding next generation financial advisers,” Ms George said. “We congratulate Erin on earning the title of 2016 AFA Rising Star.”

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Launched in 2005, the Award is a highly desirable accolade for new advisers providing quality advice, who demonstrate a commitment to education and who are making a valuable contribution to their industry and to their community.

This year’s entrants demonstrated strong capabilities in all areas, highlighting the depth of the talent pool the advice industry is attracting.

AFA CEO Brad Fox says the Australian advice industry has been successful in making financial advice an attractive profession to new entrants, and in highlighting the real demand and need for good financial advice required by all Australians.

“This year’s entrants are particularly strong,” he says. “We are seeing the work the industry has done over the past five or so years to promote our profession now coming through in terms of professional qualifications, experience and most importantly, a desire to provide clear, transparent and trusted advice.”

ANZ Wealth Head of Sales, Don Sillar says, “The professionalism, education and passion of the candidates this year confirmed these Rising Stars are focused on delivering great advice to their clients.”

The 2016 AFA Rising Star of the Year Award finalists are:

• Peter Hodgson – ANZ Financial Planning
• Cathryn Gross – The Wealth Network
• Brent Story – AMP Financial Planning
• Maritza Kriel – Synchron
• Gregory Adam Bloom – Yellow Brick Road
• Erin Truscott – Financial Wisdom

This year’s judging panel included:

• Brad Fox – CEO of AFA
• Jenny Brown – Founder and CEO of JBS Financial Strategists
• Don Sillar – Head of Sales, ANZ Wealth
• Laura Halbert – Head of Marketing, ANZ Wealth
• Chris Browne – Founder Rising Tide and 2007 Rising Star Winner
• Dave Slovinec – State Director SA/NT – AFA
• Matthew Hawkins – State Director TAS – AFA, Director Scanlon Richardson Financial Group

The Award winner will be announced at the AFA National Conference at the National Convention Centre in Canberra on 7 October 2016.

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