New South Wales adviser Andrew Shakespeare is the 2010 winner of the AFA Rising Star Award.
The Award, announced at the end of the first day of the 2010 AFA National Conference on the Gold Coast, recognises the best new adviser talent in the industry and was won by Mr Shakespeare for his outstanding contribution across four key areas:
- Providing financial advice
- Business acumen
- Community service
- Industry service
Mr Shakespeare provides advice through licensee Matrix for JSA Financial Planning Group. He holds a Bachelor of Commerce degree, a Graduate Diploma of Applied Finance and Investment and a Graduate Diploma in Financial Planning.
Prior to joining JSA, Mr Shakespeare worked with one of the major life offices and has over seven years of financial planning expertise.
In accepting his Award, Mr Shakespeare acknowledged his fellow finalists, remarking on the quality of the individuals and the excellence of their own advice businesses. The other finalists were:
- Nikkii Park (QLD) Risk QLD
- Michael Batten (QLD) Batten Financial Services
- Mark Rattigan (WA) Merideon Wealth Strategies
- Paul Trosti (NSW) Godfrey Pembroke
- Christopher Jones (QLD) RI Advice (RetireInvest)
“Andrew believes there is always a need for financial advice, irrespective of a person’s age or investment preference,” said AFA CEO Richard Klipin, adding, “He embodies all that this Award represents: he is well educated, passionate, leads a thriving business, is a key part of his community and brings a wonderful balance and vision to his profession. He is the future of our profession.”
Kevin Goss, Head of Insurance Sales at OnePath (formerly ING Australia) said OnePath is proud to lend its new name to the Award. “The Rising Star award is all about excellence, innovation, encouragement, passion and the future,” he said. “As ING Australia we have supported the Award since inception. As OnePath we will continue to be passionate advocates of advice and take great pleasure in supporting the Award.”
Previous winners of the AFA Rising Star Award are:
- 2005: Esther Althaus
- 2006: Jason Danjoux
- 2007: Chris Browne
- 2008: Brad Fox
- 2009: Christopher Southgate
