Chris Carlin

The Association of Financial Advisers (AFA) and OnePath are pleased to announce this year’s AFA Rising Star is Chris Carlin from Master your Money Now.

The AFA Rising Star Award (the Award) recognises the brightest new talent in advice and recognises newer advisers who have demonstrated a commitment to excellence in advice.

AFA CEO, Philip Kewin said, “Chris shone amongst his peers for his commitment to personal growth and unique and engaging approach to educating and empowering clients. Chris sees challenges as opportunities and is a terrific role model for the future of financial advice.’”

Chris is a financial planner and mortgage broker, and the founder of Master Your Money Now, a business he launched in Geelong in July 2018. Chris joined the financial advice industry in 2011 as a paraplanner, and has been working as a financial adviser since March 2016 and as a mortgage broker since February 2019. He holds a bachelor of Commerce from Deakin University and his blog, Master Your Money Now, has been rated within the top 10 Personal Finance Blogs in Australia

Natalie Jarvis, Head of Strategic Accounts and Sales Strategy at OnePath said, “OnePath has proudly partnered with the AFA to recognise new talent in advice via the Award since 2005. The Award recognises exceptional new advisers while also offering them the opportunity to demonstrate their commitment to excellence in advice.”

The Award was presented at the AFA Conference Gala Dinner in Adelaide last week.

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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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Niall McConville

The Association of Financial Advisers (AFA) and its partners have much pleasure in calling for nominations for the AFA’s five awards, including the AFA Adviser of the Year and the AFA Practice of the Year, supported by Zurich; the AFA Rising Star, supported by OnePath; the AFA Female Excellence in Advice, supported by TAL and the AFA Excellence in Education, supported by Asteron Life.

AFA CEO, Philip Kewin said the AFA awards champion excellence, diversity, innovation and education by:

•   recognising the innovative leaders in advice
•   acknowledging the visionary and innovative practices
•   rewarding outstanding female leaders in advice
•   applauding the brightest new talent in advice
• commending those who are committed to pursuing higher professional standards by furthering their education

“We are looking for people within our profession who will be the foundation block of the stronger, more rigorous profession that we are all committed to building,” Mr Kewin said. “Winners will be those people who demonstrate that they are setting an uncompromising standard of excellence that has earned them the trust and confidence of the community.”

Kristine Brooks, Chief Distribution Officer, Zurich Life & Investments, said “Zurich is known for its longstanding commitment to life insurance advice and the professionals who provide it.  Championed by Zurich for 17 years, the AFA Adviser of the Year and the AFA Practice of the Year Awards recognise outstanding individuals and businesses in advice and celebrate qualities of leadership, innovation, customer-centricity and commitment to professional excellence. Our ongoing support of these awards celebrates and promotes best practice in financial advice and is one of the significant ways we help support a vibrant and respected advice profession.”

Commenting on the AFA and TAL Female Excellence in Advice Award, TAL General Manager, Retail Distribution, Niall McConville, said, “We are delighted to be long-term supporters of this Award since 2011. We believe the Award continues to be an important influence in generating awareness around the need for more diversity within the profession itself while also addressing the under-representation of women seeking financial advice. The calibre of entrants to the Award continues to rise, and we look forward to seeing the achievements and community impact of all the participants this year.”

Natalie Jarvis, Head of Strategic Accounts and Sales Strategy at OnePath said, “This is OnePath/ANZ’s 15th year of proudly partnering with the AFA to recognise emerging talent in the financial advice industry. In this time of unprecedented industry change it’s important that we continue to recognise talented professionals joining the industry and support them in their personal and professional development via the AFA Rising Star award.”

Speaking about the AFA Excellence in Education Award, Daniel Waller, Head of Wealth and Life Intermediaries at Asteron Life said, “We’re passionate about education as a way to enhance advice quality and improve client outcomes as well as to build trust within our industry. It’s why we’re delighted to be supporting the AFA Excellence in Education Award. Now more than ever, the community, our industry and advisers are recognising the transformative power of education in advice. With a growing focus on better client outcomes and stronger professionalism, I think we’ll continue to see education being integral to enhancing our industry’s reputation and improving the quality of advice.”

Nominations for all AFA awards are now open and can be made via the following links:

• AFA Adviser of the Year and AFA Practice of the Year supported by Zurich
• AFA Rising Star supported by OnePath
• AFA Female Excellence in Advice supported by TAL
• AFA Excellence in Education supported by Asteron Life

Winners will be announced on 29 August 2019, at the Gala Dinner held during the AFA National Adviser Conference in Adelaide.

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