- Rising Star Finalists Named
- Former LUA President Passes Away
Rising Star Finalists Named
Six finalists have been named in the 2016 Association of Financial Advisers (AFA) Rising Star of the Year Award, supported by ANZ Wealth.
The AFA stated the entrants for this year’s award had shown strong capabilities in all area with AFA Chief Executive Brad Fox stating that financial advice had become an attractive profession to new entrants.
“We are seeing the work the industry has done over the past five or so years to promote our profession now coming through in terms of professional qualifications, experience and most importantly, a desire to provide clear, transparent and trusted advice.”
ANZ Wealth Head of Sales, Don Sillar says, “The professionalism, education and passion of the candidates this year confirmed these Rising Stars are focused on delivering great advice to their clients.”
The 2016 AFA Rising Star of the Year Award finalists are:
- Peter Hodgson – ANZ Financial Planning
- Cathryn Gross – The Wealth Network
- Brent Story – AMP Financial Planning
- Maritza Kriel – Synchron
- Gregory Adam Bloom – Yellow Brick Road
- Erin Truscott – Financial Wisdom
This year’s judging panel included:
- Brad Fox – CEO of AFA
- Jenny Brown – Founder and CEO of JBS Financial Strategists
- Don Sillar – Head of Sales, ANZ Wealth
- Laura Halbert – Head of Marketing, ANZ Wealth
- Chris Browne – Founder Rising Tide and 2007 Rising Star Winner
- Dave Slovinec – State Director SA/NT – AFA
- Matthew Hawkins – State Director TAS – AFA, Director Scanlon Richardson Financial Group
The Award winner will be announced at the AFA National Conference at the National Convention Centre in Canberra on 7 October 2016.
Former LUA President Passes Away
A former President of the Life Underwriters Association (AFA)has passed away aged 85.
Charles ‘Chic’ Wilson was President of the LUA from 1982 to 1984 and played an active role of mentoring many of his colleagues and was a trail blazer into the field of Group Life and Group Salary Continuance, the AFA stated in a message to members.
The Association said Wilson was widely recognised as a visionary for advice including making the decision to radically change his business at age 55, which paid handsome dividends.
“He had foresight and courage, and was a collegiate professional that believed in sharing his knowledge,” the AFA stated.
My sincere condolences to “chic’s” family. Having first met him at a conference in New Orleans over 20 years ago he was a great man and a mentor to many in the industry.
Despite having some heath issues with his family that commanded a great deal of time and attention he always had time to assist and guide new advisers and had great advice for those who had been in the industry as long as himself ensuring many made a way of life with their businesses passing on the invaluable lesson of never taking your client for granted and being there for all their needs. It was more than an Income to Chic !
This loss for those who knew him best will linger for a long time in our minds.
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