It has been a week of awards for the AFA, and of life-changing moments for the recipients of those awards.
The sought-after Adviser of the Year Award was bestowed on Jenny Brown from JBS Financial Strategies, making it the second year in a row that a female adviser has taken out the award.
Speaking at the Gala Dinner at the AFA Conference on the Gold Coast, AFA CEO, Brad Fox said, “Jenny is an outstanding inspiration for other advisers and we believe that through her leadership and mentoring roles she will help the advice profession to develop, mature and prosper.”
Brown, who was also nominated for the award in 2012, is head of strategy, senior financial adviser and owner of JBS Financial Strategists in Melbourne. She is an active member of the AFA community, mentoring a young adviser in the AFA’s mentoring program and is also a dynamic member of the AFA Inspire – Connecting Women in Advice program.
Before Brown received her award, Catherine Robson of Affinity Private was named as the AFA/TAL 2013 winner of the AFA Female Excellence in Advice Award.
Along with a trophy and certificate, Robson received a full scholarship to complete an executive leadership course at the Macquarie Graduate School of Management (MGSM) in Sydney.
Fox said Robson was a deserving winner of the award and personified the high calibre of female financial advisers nominated for the award.
“Catherine is passionate about the value of financial advice and is a fantastic role model for other women, both in the profession and wanting to join the profession,” he said.
The AFA and ANZ Global Wealth also announced Ravi Agarwal of MEDIQ Financial Services as the AFA’s 2013 Rising Star.
“Ravi has established himself as a highly educated, hard-working and trustworthy financial adviser and is a great example of the younger advisers that are building enviable careers in financial advice,” said Fox.
Agarwal specialises in servicing medical professionals and has emerged as one of the leading financial advisers in this niche.
“Ravi has built a strong business in a short period of time and has demonstrated strong commitment to continuing professional education,” said Fox.
Awards continued on Page 2.