October 14, 2017
The AFA has concluded its National Adviser Conference by naming Queensland adviser Charlie Fraser, of Shadforth Financial Group, as the 2017 AFA Adviser of the Year.
Fraser, who is based in Brisbane, received his Award at the traditional gala dinner marking the end of this year’s AFA National Adviser Conference on the Gold Coast, and was chosen for the award ahead of finalists Glen James of Fortify Financial and Julia Schortinghuis, Lighthouse Capital.
AFA Chief Executive, Phil Kewin said Fraser represented what it meant to be a leader in the advice sector and was “…delivering genuinely life-changing advice to so many ordinary Australians, people who, given the current landscape, really need it.”
The AFA Adviser of the Year Award is now in its fifteenth year and is a joint initiative between the AFA and Zurich, which is also a supporter of the AFA Practice of the Year Award, which is now in its fourth year.
Previous winners of the AFA Adviser of the Year Award, sponsored by Zurich since its inception in 2003, are:
2016 – Darren Johns, NSW
2015 – David Reed, NSW
2014 – Eleanor Dartnall, NSW
2013 – Jenny Brown, Vic
2012 – Olivia Maragna, Qld
2011 – Troy MacMillan, WA
2010 – Steve Salvia, WA
2009 – Graham Campbell, Qld
2008 – Paul Daily, Qld and Adam Smith, WA
2007 – Philip Young, NSW
2006 – Troy Edmondson, Qld
2005 – Jim Taggart, NSW
2004 – Brian Boggs, NSW
2003 – Bernie Toohey, Vic
Zurich Life and Investments Chief Executive, Tim Bailey said the company’s support of the Award helped advanced the profession.
“A vibrant, growing, respected financial advice profession is vital to the wellbeing of everyday Australians, and we believe that by showcasing and sharing the best practices exhibited by all our finalists, Zurich can help the profession advance with confidence.”