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SYDNEY: 3 September 2018 –  AFA ADVISER OF THE YEAR AND PRACTICE OF THE YEAR FINALISTS ANNOUNCED

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AFA ADVISER OF THE YEAR AND PRACTICE OF THE YEAR FINALISTS ANNOUNCED

 

SYDNEY: 3 September 2018 – The Association of Financial Advisers (AFA) and Zurich have announced the finalists for the AFA Adviser of the Year Award and the AFA Practice of the Year Award for 2018.

 

The 2018 AFA Adviser of the Year Award Finalists are:

  • Tom Dawe, Capital Focused, QLD
  • Hugh Robertson, Centaur Financial Services, QLD
  • Elliot Watson, Elliot Watson Financial Planning, NSW


The 2018 AFA Practice of the Year Award Finalists are:

  • Multiforte Financial Services, NSW
  • Panoramic Financial Solutions, WA
  • TWD Australia, WA

 

The Advisers who nominated for the AFA Adviser of the Year Award were measured against several important criteria in line with the Campus AFA curriculum learning pillars: Adviser Performance, Practice Performance, Professionalism and Leadership and Quality Advice Strategy.
 
The AFA Practice of the Year Award was assessed against four cornerstones of business success: Planning and Governance, Operational Excellence, People and Performance and Marketing.


The winners will be announced on Friday 12 October at the AFA 2018 National Adviser Conference.



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About the AFA
 

The Association of Financial Advisers Limited (AFA) has been the authentic voice on the value of financial advice for over 70 years. Today, the AFA is a vibrant, innovative association, where the underlying driver of policy is the belief that great advice transforms lives. To this end the AFA is striving to achieve the vision of Great Advice for More Australians. The AFA’s ongoing relevance as a professional association is derived from its success in engaging with the major stakeholders in financial advice including advisers, consumers, licensees, product and service providers, and the regulator and government. Culturally the AFA believes in the value of collaboration to create powerful outcomes and this drives how we achieve influence and work towards our vision.