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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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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