The finalists are:

• Felicity Cooper, Cooper Wealth Management, Director, (QLD)
• Caleb Dozzi, dozzi Financial Advice, Financial Adviser (TAS)
• Michael Fox, Main Street Financial Solutions , Private Client Adviser (QLD)
• Dean Loosmore, Lio Adviser Centre, Financial Planner, (QLD)
• Helen Russo, Encompass Wealth – Financial Life Planning, Financial Planner (QLD)

AFA CEO, Philip Kewin said, “Education is vital to a thriving financial advice profession and these finalists are clearly committed to an ongoing investment in their own education, so that they can continue to deliver great advice to their clients. We commend them all on their efforts.”

The 2018 Excellence in Education Award Winner will be announced at this year’s AFA National Adviser Conference on the Gold Coast 10-12 October, and will receive an education scholarship for study with Kaplan to the value of $25,000.

Asteron Life Executive Manager Daniel Waller said, “We’re very proud to be a long standing supporter of the AFA Excellence in Education Award. This Award encourages and recognises advisers who pursue further education that they apply to their businesses for the overall betterment of the advice provided to their clients. We congratulate the five finalists for their outstanding contribution to strengthening our industry.”

Finalists of the Award are chosen for their commitment to professional development through continuing education and making a difference within the marketplace and their local community through the practical application of their knowledge and expertise.

Candidates are judged on the quality of their written nomination. Judges then conduct phone interviews with shortlisted candidates. Judges placed a weighting across the four criteria areas – 60% on education and 40% on their practice, industry and community combined.

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Nick Hakes

The Association of Financial Advisers (AFA) and Asteron Life (Asteron) have announced the 2017 Finalists for the AFA Excellence in Education Award (the Award).

The finalists are:

State Name Practice Title

• NSW: Jonathan Chong, Goodwin Financial Services, Financial Adviser
• NSW: Justin O’Donoghue, Vintage Wealth  Principal
• WA: Bradley Smith, Smith Wealth Partners, Director & Adviser
• QLD: Helen Russo, Encompass Wealth – Financial Life Planning, Financial Planner
• WA: Michael Ward, Maxim Private, Wealth Director

Nick Hakes, General Manager Member Services, Partnerships & Campus AFA, said this year’s finalists are investing heavily in their own academic and technical education but they are also investing in new frontiers of knowledge such as psychology, emotional intelligence and interpersonal skills.

“Through our research, we have discovered that communication and interpersonal skills are the skills that time and again, consumers have indicated they value more highly in advisers than any other quality,” he said. “It is pleasing to see that our finalists for this year are investing in knowledge that they can apply directly to their client conversations to help the client better understand the strategy that is being recommended to them.”

Mr Hakes said the financial advice profession is currently at an inflection point and now has the opportunity to redefine and rethink financial adviser education.

“To date, the industry has favoured an education pathway that is not reflective of what actually happens in an advice practice,” he said. “We now have the opportunity to start a revolution in financial adviser education, to build an education pathway that is reflective of what happens. Along with building academic knowledge and technical expertise, this pathway will help advisers develop the interpersonal skills they need in order to deliver what clients want most. We congratulate all our finalists on being at the forefront of that movement.”

The 2017 Excellence in Education Award Winner will be announced at this year’s AFA National Adviser Conference on the Gold Coast 11–13 October, and will receive a $25,000 education scholarship from Kaplan Professional.

Asteron Life Executive Manager Daniel Waller said, “Congratulations to the five finalists who have shown an outstanding commitment to ongoing education. Further education enables advisers to raise their professional standards and therefore the quality of their advice which in turn has positive impacts on their clients, their peers and the overall profession.”

Finalists of the Award are chosen for their commitment to professional development through continuing education and making a difference within the marketplace and their local community through the practical application of their knowledge and expertise.

Candidates are judged on the quality of their written nomination. Judges then conduct phone interviews with shortlisted candidates. Candidates are also given a weighting across four award criteria, including:

• 50% on formal education
• 30% on practical application of education
• 10% on contribution to one’s industry through education
• 10% on contribution to one’s community through education

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