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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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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