The Association of Financial Advisers (AFA) and TAL have named five advisers as finalists in the 2016 AFA Female Excellence in Advice Award.Established in 2011 as a joint initiative of the AFA and TAL, the Award is given to the female financial adviser judged to have made the most significant contribution to clients, the financial advice profession and the wider community with a particular emphasis on financial literacy work with women in the community and their client base.
The finalists are:
Amanda Cassar – Director and Financial Adviser, Wealth Planning Partners
Lea Schodel – Financial Adviser, MHP Private Wealth
Patricia Peters– Director and Certified Financial Planner, Peters McKeown
Peita Diamantidis – Co-Founder and Financial Adviser, Caboodle Financial Services
Susan Rallings – Senior Vice President, Morgan Stanley Wealth Management
AFA Chief Executive, Brad Fox said the ability of the Award to attract high calibre entrants showed the progress of the advice sector in creating positive changes.
“Female advisers play a vital role in our industry in providing Australians with better access and more choice over who they partner with on their financial journeys. As a result, the Australian advice industry continues to get better, enabling it to provide great advice to more Australians,” Fox said.
Fox’s comments were supported by TAL General Manager of Retail Distribution, Niall McConville who stated the shift was consistent with its own moves to support gender equality in the insurance and advice sector.
“Fostering and recognising professional development is a cornerstone of TAL’s commitment to the industry to help advisers grow their businesses. We have really noticed over the course of the last few years the professional standard of the industry, and specifically the investment women are making in their careers continues to grow. This is good for our industry and the Australians we are here to help,” McConville said.
The winner of the Award will be announced at the AFA National Adviser Conference in Canberra on 7 October.