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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Hugh Robertson

The Association of Financial Advisers (AFA) and Zurich have announced Hugh Robertson from Centaur Financial Services, QLD is the 2018 AFA Adviser of the Year, and West Australian practice, TWD Australia is the 2018 AFA Practice of the Year.

The Awards are presented to extraordinary and visionary advisers and practices, recognising qualities of leadership, innovation, customer focus and professional excellence.

AFA CEO Phil Kewin said, “The AFA congratulates Hugh and TWD Australia for their roles as industry ambassadors in advocating for advice and the great outcomes it delivers.”

Tim Bailey, CEO, Zurich Life & Investments said, “This year’s winners are at the very pinnacle of financial advice. While the advice profession undergoes a transformation, this exceptional adviser and outstanding practice are shining examples for their peers.”

Mr Bailey said there is a heightened responsibility for this year’s winners to demonstrate that quality financial advice is available to all and can play a crucial role in shaping and protecting the lives of Australian families.

“With reputation and trust a driving factor for the whole industry, Hugh and TWD Australia have been able to lift this perception across the profession through their unwavering ethics, unique ideologies and actions. Their leadership and courage can forge a path forward in these challenging times.”

Now in its sixteenth year, the AFA Adviser of the Year Award is a joint initiative between the AFA and Zurich and represents the pinnacle of achievement and recognition for Australia’s premier financial advisers. Nominees submit to a rigorous process and, amongst many other things, are judged for the contribution they make to improving the financial literacy of their clients and their community.

In its fifth year, the AFA Practice of the Year, which is also a joint AFA/Zurich initiative, recognises advice businesses which are at the forefront of taking the profession forward through innovation, customer centricity and advice excellence.

The Awards were presented at a Gala Dinner at the AFA National Adviser Conference on the Gold Coast this evening.

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The 2018 AFA Adviser of the Year Award Finalists are:

• Tom Dawe, Capital Focused, QLD
• Hugh Robertson, Centaur Financial Services, QLD
• Elliot Watson, Elliot Watson Financial Planning, NSW

The 2018 AFA Practice of the Year Award Finalists are:

• Multiforte Financial Services, NSW
• Panoramic Financial Services, WA
• TWD Australia, WA

The Advisers who nominated for the AFA Adviser of the Year Award were measured against several important criteria in line with the Campus AFA curriculum learning pillars: Adviser Performance, Practice Performance, Professionalism and Leadership and Quality Advice Strategy.

The AFA Practice of the Year Award was assessed against four cornerstones of business success: Planning and Governance, Operational Excellence, People and Performance and Marketing

The winners will be announced on Friday 12 October at the AFA 2018 National Adviser Conference.

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