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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Mark Nagle

The tectonic plates sitting beneath the Australian advice industry have been shifting for some time now. Rapid change is on the horizon – in fact, it’s already here and technology has been a significant contributor to this. So too have the XY Adviser network whose ethos to ‘turn frustrated advisers into modern advisers’ has been met with enthusiasm by many advisers around the country.

XY Adviser group hosts several face-to-face events throughout the year to bring their network together and we are excited to be a part of the first one of 2017 – Beyond the SoA.

XY Adviser will be exploring what value-adds advisers can offer their clients aside from providing them with a Statement of Advice by hearing from these awesome individuals:

• Clayton Daniel – Fund Your Ideal Lifestyle
• Mia Taylor – Evalesco Financial Services
• Mark Nagle – Treysta Wealth Managment

As a technology provider, our aim is to make SoA generation as quick and efficient as possible, freeing you up to spend more time with your clients. We also have a duty in this digital age not just to equip you to be SoA generators, but to ensure we are providing you with the tech tools you need to engage the next generation of advice seekers, to have conversations with them at scale and to give them the option to receive advice on their terms.

This is why we are really looking forward to this event. We are strong believers in advisers becoming the centre of their clients’ financial universe.

Aside from the content value, we’ve found that XY Adviser events are always a great opportunity to catch up with and bounce ideas off some of the thought leaders in our space who tend to think outside the box.

Date: Thursday 30th March 2017
Time: 6pm – 8pm (Drinks & Canapes will be served)
Venue: Hotel CBD Club Bar, Sydney (52 King St Sydney 2000) 

Register for the event.

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