The AFA has named the finalists in the prestigious 2013 AFA Adviser of the Year Award supported by Zurich.
The Award, now in its 11th year, recognises leadership, advocacy and innovation in the financial services industry and is proving there is no shortage of professional financial advisers striving for success at an individual and industry level.
AFA CEO, Brad Fox, said the six finalists had undergone a rigorous 360-degree assessment process. “The finalists are judged on education, experience and contribution to the industry,” he said.
This includes elements such as the use of technology and processes in their business, their client feedback process, complaints handling procedures, business cashflow management and business planning techniques.
Fox said, “The nominations are becoming more difficult to judge each year, with many more advisers demonstrating their skills and talents and providing an example for others to emulate.”
Colin Morgan, CEO of Zurich’s Life and Investments business said the industry has experienced significant change and this year’s finalists demonstrate the exceptional standard of advice that continues to be delivered to clients.
“The finalists have seemingly done the impossible, adapting to a changing environment while continuing to reach the pinnacle of professional self-development and client centricity,” he said.
The 2013 AFA Adviser of the Year will be announced on Tuesday, 15 October 2013 at the AFA National Conference at the RACV Royal Pines Resort on the Gold Coast.
The six finalists are:
Justine Back, Back to Back Financial Planners, New South Wales
Jenny Brown, JBS Financial Strategists, Victoria
Kylie Wright, Ulton Financial Planning, Queensland
Mark Rando, Rando & Associates, Western Australia
Rory Mooney, Wealth By Design, South Australia
William Bracey, Sydney Financial Planning, New South Wales