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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Recipients of the 2019 round receive professional development packages, which include a 2019 AFA Conference registration, attendance at AFA events including Masterclasses and ongoing events, along with networking and support from MetLife Australia.

Amongst the winners is Cassandra Scoble, who applied for the grant because she recognised the opportunity to expand her skills in financial advice, along with other accomplished women in the finance industry. Commenting on the opportunity, Ms Scoble said: “I’m thrilled to receive this professional development grant from MetLife and AFA – I know it will be a great way for me to further my career and do the best I can for my clients. The client landscape for financial advice is changing and we need to keep pace with that. This is a great way to make sure women, who are still outnumbered by men in the industry, have the development opportunities they need to succeed. I’m really grateful for that.”

MetLife Progress was created to advocate for greater diversity in the industry by helping women in financial advice achieve their career goals.

AFA CEO, Philip Kewin said of the winners, “The AFA is proud to support the professional development of emerging female advisers and paraplanners with this grant. We are very impressed by the high standard of the grant applications we received and we are confident that both the profession as a whole and the recipients themselves will reap the rewards of this initiative.”

MetLife’s Head of Retail Sales, Matt Lippiatt said, “I want to congratulate the inaugural MetLife Progress recipients. They are a high calibre group of women who are each blazing trails in their own way within the profession. We are delighted to be able to partner with the AFA to bring this initiative to life. Not only will these advisers benefit from this opportunity, but so too will their clients.”

The other MetLife Progress grant recipients are Rhianne Rees, Rochelle Leese, Emma Fowler, Ewelina Barilka, Samantha Henry, Amanda Montesin, Indee Herath, Rebecca Maher, Errin McDowall, Angela Reade, Cara Williams, Melissa Robin and Katherine Hope.

The judging panel was made up of  Rachel Towell (MetLife), Jeff Thurecht (Evalesco Financial Services), and Natalie Kleibert (AFA).

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