AFA Awards



We believe that championing excellence is integral to building a strong profession.

Today, more than ever, our profession needs leaders who set an uncompromising standard of excellence for all to aspire to. Excellence inspires trust and confidence in people and in businesses and will be the foundation block of the stronger, more rigorous profession that we are all committed to building.

The AFA, together with our partners, is delighted to again recognise and promote excellence in our industry through the Annual AFA Awards Program which celebrates 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; and
  • commending those who are committed to pursuing higher professional standards by furthering their education.


AFA Adviser of the Year

Recognising the innovative leaders in advice

AFA Female Excellence in Advice

Recognising outstanding female leadership in advice

AFA Rising Star of the Year

Recognising the brightest new talent in advice

AFA Excellence in Education

Recognising the transformative power of education in advice


AFA Adviser of the Year

Since 2003, the AFA has recognised those advisers who sit at the very pinnacle of their profession. The 'Adviser of the
Year' Award recognises qualities of leadership, innovation, customer focus and professional excellence that drive our
industry forward. As a longstanding champion of Australian financial advisers, Zurich has proudly partnered with the award since its inception.



Simone Du Chesne, Principal & Financial Adviser, EQ Wealth

AFA Adviser of the Year 2019 Finalists:

Joseph Hoe


Simone Du Chesne

 EQ Wealth

Elliot Watson

 Elliot Watson Financial Planning


AFA Rising Star

The AFA Rising Star of the Year Award recognises new advisers (who have practiced for four years or less) who provide quality advice, demonstrate a commitment to education and contribute to the industry and their community. 

Established in 2005, ANZ Wealth is pleased to continue the support for this award and the important role the award plays in fostering emerging talent. 

The Award reflects the AFA’s belief that recognising excellence is integral to nurturing a strong profession.


Chris Carlin, Founder & Financial Planner, Master Your Money Now

AFA Rising Star 2019 Finalists:

Rebecca Maher, The Fiscal Mum 

Daniel Jackson, DBK Financial Solutions Pty Ltd 

Chris Carlin, Master Your Money Now 

Ellie Fordham, Dozzi Financial Advice

Jade Louise McKay, Essential Financial Advice 

Victoria Devine, Zella Wealth


AFA Female Excellence in Advice

Established in 2011, the award recognises women in financial advice who are making a significant contribution to their profession, their community and their clients. The Award, partnered by TAL, promotes positive change in the financial advice sector, encouraging more women to enter the industry and take leadership roles. Importantly, it aims to give choice to Australians when it comes to choosing a financial adviser. We believe an industry with more female financial advisers and a better representation of women in senior roles can begin to address the challenges of Australian women when it comes to being adequately resourced for retirement, obtaining insurance and having access to quality advice.


Dawn Thomas, Senior Financial Adviser, Wealthwise

AFA Female Excellence in Advice 2019 Finalists:

Felicity Cooper 

Cooper Wealth Management 

Dawn Thomas 


Tabitha Tworek 

Insight Wealth Planning 

Tracey Ferguson

Coastal Financial Advisers 

Excellence in Education

The AFA Excellence in Education Award recognises advisers who continually invest in themselves, their staff and their business, to raise professional standards through education and make a positive impact upon Australian’s perceptions of professional financial advisers.

The award recognises and rewards advice professionals who undertake the challenge of acquiring knowledge, applying it to their business and sharing with their clients, their industry and their community.


Ben Nash, Founder and Adviser, Pivot Wealth

AFA Excellence in Education 2019 Finalists:

Kearsten James

Cooper Wealth Management 

Nicola Schneider

Robina Financial Solutions

Ben Nash 

Pivot Wealth 

Joseph Meawad

Trinity Financial Advisers



Please click here to view our Honor Role of previous award winners.