Now in its 15th year, the Award recognises extraordinary emerging talent in financial advice and has proved to be a springboard for a successful career in the advice industry.

The 2019 AFA Rising Star finalists are:

• Chris Carlin (VIC): Master Your Money Now
• Victoria Devine (VIC):  Zella Wealth
• Ellie Fordham (QLD): dozzi Financial Advice
• Daniel Jackson (NSW): DBK Financial Solutions Pty Ltd
• Jade Louise McKay (WA): Essential Financial Advice
• Rebecca Maher (NSW): The Fiscal Mum

Phil Kewin, AFA CEO  said, “The AFA is very pleased to join with OnePath to champion newer advisers who are fast becoming the leaders of our profession. The Award celebrates their commitment, talent and achievements, while also helping them to develop personally and professionally in the company of the industry’s best new advisers.”

Natalie Jarvis, Head of Strategic Accounts and Sales Strategy at OnePath said, “ANZ OnePath is proud to have supported the AFA Rising Star since inception 15 years ago and we take much pleasure in congratulating this year’s finalists.”

This year’s judging panel included:

• Phil Kewin: AFA CEO
• Natalie Jarvis: OnePath, Head of Strategic Accounts and Sales Strategy
• Rebecca Pritchard: Wealth Enhancers, Financial Coach
• Matt Hale: Rising Tide, Director and Senior Financial Planner

All finalists will attend a full day Personal Breakaway workshop in Sydney. The 2019 AFA Rising Star will be announced at the Gala Dinner held during the AFA Conference in Adelaide on 29 August.

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Now in its 14th year, the Award recognises emerging talent in the financial advice industry who provide quality advice, excellence in client experience, contribute to the financial literacy of their clients and demonstrate a commitment to ongoing professional development.

The 2018 AFA Rising Star of the Year Award finalists are:Rachael Bursell – Finance Your Future

• Andrew Debono – Announcer Group
• Sam Jewell – Rising Tide Financial Services
• Jacinta Martin – Altitude Financial Management
• Rebecca Pritchard – Wealth Enhancers
• Ryan Skeen – Zella

Phil Kewin, AFA CEO  said, “We are delighted to be able to recognise some of the best and brightest talent in our profession. These individuals will be the future leaders of our industry and will help our industry evolve through a period of change.

“It was a hard task to pick only six finalists from such a strong group of applications. They have all shown exceptional work with clients and are all innovating in their practices to provide quality advice.”

ANZ Wealth Head of Sales, Don Sillar, said, “We are very excited about the calibre of this year’s professionals. We are constantly impressed year after year by the industry’s best new advisers and 2018 brings no exception.

“This year’s program has a great pool of talent and we are honoured to be in the company of these professionals. They have already made great contributions to the industry through client service, outstanding advice and community engagement. It is important we support these advisers for the future of the advice industry and we look forward to helping them develop both personally and professionally.”

This year’s judging panel included:

• Phil Kewin – AFA CEO
• Don Sillar – Head of Sales, ANZ Wealth
• Jenny Brown – Founder and CEO of JBS Financial Strategists
• Vanessa Bennett – CEO Next Evolution Performance
• Patricia Garcia – Director and Financial Adviser WB Financial
• Matt Hale – Director and Senior Financial Planner Rising Tide

Finalists will attend a full day ‘Personal Breakaway’ workshop run by Slipstream Coaching on 12 September in Sydney, covering business, financial and personal objectives and ID profiling to help identify drivers and values.

The winner will receive quarterly, personalised coaching from experienced Business Coach and qualified financial adviser, Phil Little for 12 months.

The Award winner will be announced at the AFA National Adviser Conference at Royal Pines Resort on the Gold Coast on 10 October 2018.

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The AFA Rising Star of the Year Award, sponsored by OnePath, recognises up and coming advisers who provide quality, holistic advice; who demonstrate a commitment to education and who make a valuable contribution to their industry and to their community.

Announcing Mr Hale’s win at the AFA National Conference on the Gold Coast this afternoon, AFA CEO Richard Klipin said he embodies the, heart, sprit and soul of the future of the profession.

“Matt is university educated, has a very strong advice process, is focussed on his clients, is a leader within the AFA and raises funds for his chosen charity. Congratulations to Matt and all the finalists. It is a privilege to see the profession in evolution. Thank-you also to Onepath for their foresight in supporting the rising stars of advice.”

Gerard Kerr, OnePath’s Head of Retail Insurance Products and Marketing, said the Award celebrates excellence in the advice industry and recognises the next generation of financial advisers.

“We believe that nurturing new talent is the key to sustaining the industry’s growth. That’s why OnePath has sponsored the award since its inception in 2005. It’s our way of helping celebrate and support the leaders of tomorrow,” he said.

2012 Finalists
Angus Gallagher – Knightcorp Life Insurance & Wealth Management (Western Australia)
Cameron Forbes – Forbes Financial Planning (Victoria)
Matt Hale – Financial Design for Life (Victoria)
Meike Suggars – Suggars & Associates (Victoria)
Scott Mitton – RI Advice (Victoria)

The Judging Panel
Esther Althaus, Acquire Wealth Management and 2005 AFA Rising Star Winner
Andrew Shakespeare, JSA Group and 2010 AFA Rising Star Winner
Richard Klipin, AFA
Terry Bell, Business Health
Gerard Kerr, OnePath
Daniel Waller, OnePath

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