{"id":62590,"date":"2022-09-13T08:12:53","date_gmt":"2022-09-12T22:12:53","guid":{"rendered":"https:\/\/riskinfo.com.au\/news\/?p=62590"},"modified":"2024-10-17T14:15:38","modified_gmt":"2024-10-17T04:15:38","slug":"adviser-awards-finalists-named","status":"publish","type":"post","link":"https:\/\/riskinfo.com.au\/news\/2022\/09\/13\/adviser-awards-finalists-named\/","title":{"rendered":"Adviser Awards Finalists Named"},"content":{"rendered":"<p>The three finalists in the 2022 Adviser of the Year Award along with the six finalists in the 2022 Female Excellence in Advice Award have been named.<\/p>\n<p>The AFA and Zurich have announced the finalists in the Adviser of the Year Award are:<\/p>\n<ul>\n<li><strong>Charles Badenach<\/strong> &#8211;<a href=\"https:\/\/mainstreetfs.com.au\" target=\"_blank\" rel=\"noopener\"> Main Street Financial Solutions<\/a><\/li>\n<li><strong>Felicity Cooper<\/strong> \u2013 <a href=\"https:\/\/www.cooperwealthmanagement.com.au\" target=\"_blank\" rel=\"noopener\">Cooper Wealth Management<\/a><\/li>\n<li><strong>Joseph Hoe<\/strong> \u2013 <a href=\"https:\/\/www.wealthwise.com.au\/\" target=\"_blank\" rel=\"noopener\">Wealthwise<\/a><\/li>\n<\/ul>\n<p>Meanwhile, the AFA and TAL have announced the finalists in the Female Excellence in Advice Award as:<\/p>\n<ul>\n<li><strong>Amie Baker<\/strong> &#8211; <a href=\"https:\/\/rekabadvice.com.au\/\" target=\"_blank\" rel=\"noopener\">Rekab Advice<\/a><\/li>\n<li><strong>Kathy Havers<\/strong> &#8211; <a href=\"https:\/\/viridianadvisory.com.au\/\" target=\"_blank\" rel=\"noopener\">Viridian Advisory<\/a><\/li>\n<li><strong>Morgan Hayward<\/strong> &#8211; <a href=\"https:\/\/yieldadvisory.com.au\/\" target=\"_blank\" rel=\"noopener\">Yield Financial Advisory<\/a><\/li>\n<li><strong>Madeline Jacovides<\/strong> &#8211;<a href=\"https:\/\/maziwealth.com.au\/\" target=\"_blank\" rel=\"noopener\"> Mazi Wealth<\/a><\/li>\n<li><strong>Kathryn McDonald<\/strong> &#8211; <a href=\"https:\/\/boutiqueadvisers.com.au\/\" target=\"_blank\" rel=\"noopener\">Boutique Advisers<\/a><\/li>\n<li><strong>Cara Williams<\/strong> &#8211; <a href=\"https:\/\/sufficientfunds.com.au\/\" target=\"_blank\" rel=\"noopener\">Sufficient Funds<\/a><\/li>\n<\/ul>\n<figure id=\"attachment_53214\" aria-describedby=\"caption-attachment-53214\" style=\"width: 150px\" class=\"wp-caption alignright\"><a href=\"https:\/\/riskinfo.com.au\/news\/files\/2020\/11\/20201119-KieranForde-Zurichmug.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-53214\" src=\"https:\/\/riskinfo.com.au\/news\/files\/2020\/11\/20201119-KieranForde-Zurichmug.jpg\" alt=\"\" width=\"150\" height=\"180\" \/><\/a><figcaption id=\"caption-attachment-53214\" class=\"wp-caption-text\">Kieran Forde.<\/figcaption><\/figure>\n<p>A statement from the AFA and Zurich says the advisers nominated for the Adviser of the Year Award were measured on a number of factors including their leadership qualities, innovation, customer focus and professional excellence.<\/p>\n<p>Chief Distribution Officer, of Zurich\u2019s Life &amp; Investments, <strong>Kieran Forde<\/strong>, says that as an ongoing partner of the prestigious award, \u201c\u2026we are pleased to provide a platform that recognises and celebrates these talented individuals who drive positive change through their leadership, innovation, customer-centricity and commitment to professional excellence and financial literacy.\u201d<\/p>\n<p>AFA CEO, <strong>Phil Anderson<\/strong>, says the AFA and Zurich have supported this award for nearly 20 years, helping showcase outstanding advisers from across the profession, and this year has been no exception.<\/p>\n<figure id=\"attachment_62546\" aria-describedby=\"caption-attachment-62546\" style=\"width: 153px\" class=\"wp-caption alignleft\"><a href=\"https:\/\/riskinfo.com.au\/news\/files\/2022\/09\/Phil-Anderson-v3-e1662437738934.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-62546\" src=\"https:\/\/riskinfo.com.au\/news\/files\/2022\/09\/Phil-Anderson-v3-e1662437738934-250x300.jpg\" alt=\"\" width=\"153\" height=\"184\" srcset=\"https:\/\/riskinfo.com.au\/news\/files\/2022\/09\/Phil-Anderson-v3-e1662437738934-250x300.jpg 250w, https:\/\/riskinfo.com.au\/news\/files\/2022\/09\/Phil-Anderson-v3-e1662437738934.jpg 267w\" sizes=\"auto, (max-width: 153px) 100vw, 153px\" \/><\/a><figcaption id=\"caption-attachment-62546\" class=\"wp-caption-text\">Phil Anderson.<\/figcaption><\/figure>\n<p>\u201cIt gives you great confidence for the future of the profession to see the high levels of expertise and commitment these advisers have in helping their clients achieve great outcomes.\u201d<\/p>\n<p><strong>Female Excellence in Advice Award<\/strong><\/p>\n<p>Meanwhile the Female Excellence in Advice Award, which is celebrating its 10th year, is a joint initiative by the AFA and TAL that recognises women in financial advice who are making a significant contribution to their profession, their community and their clients.<\/p>\n<p>TAL General Manager, Retail Distribution, <strong>Niall McConville<\/strong> says the award continues to recognise outstanding female advisers.<\/p>\n<figure id=\"attachment_59296\" aria-describedby=\"caption-attachment-59296\" style=\"width: 149px\" class=\"wp-caption alignright\"><a href=\"https:\/\/riskinfo.com.au\/news\/files\/2022\/02\/Niall-McConville_-TAL-GM-Retail-Distribution-e1646952269107.png\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-59296\" src=\"https:\/\/riskinfo.com.au\/news\/files\/2022\/02\/Niall-McConville_-TAL-GM-Retail-Distribution-e1646952269107-250x300.png\" alt=\"\" width=\"149\" height=\"179\" srcset=\"https:\/\/riskinfo.com.au\/news\/files\/2022\/02\/Niall-McConville_-TAL-GM-Retail-Distribution-e1646952269107-250x300.png 250w, https:\/\/riskinfo.com.au\/news\/files\/2022\/02\/Niall-McConville_-TAL-GM-Retail-Distribution-e1646952269107-349x420.png 349w, https:\/\/riskinfo.com.au\/news\/files\/2022\/02\/Niall-McConville_-TAL-GM-Retail-Distribution-e1646952269107.png 381w\" sizes=\"auto, (max-width: 149px) 100vw, 149px\" \/><\/a><figcaption id=\"caption-attachment-59296\" class=\"wp-caption-text\">Niall McConville.<\/figcaption><\/figure>\n<p>\u201cWe hope in celebrating the achievements and unique perspectives of each of today&#8217;s finalists we can encourage more women to become financial advisers and in turn encourage more Australians to engage with their finances.\u201d<\/p>\n<p>Both sets of finalists will\u00a0 present to judging panels in mid-September with the FEIA finalists presenting about their business achievements, community involvement and views on mentoring, education, gender diversity and future vision.<\/p>\n<p>The Adviser of the Year finalists will present on their business achievements, community involvement and approach to mentoring others, as well as being able to demonstrate and articulate successful client outcomes.<\/p>\n<p>The winners of both awards will be announced at a gala event that will close the <a href=\"https:\/\/www.afaconference.com.au\/\" target=\"_blank\" rel=\"noopener\">2022 AFA Thrive Conference<\/a> on the Gold Coast.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The three finalists in the 2022 Adviser of the Year Award along with the six finalists in the 2022 Female Excellence in Advice Award have been named. The AFA and Zurich have announced the finalists in the Adviser of the Year Award are: Charles Badenach &#8211; Main Street Financial Solutions Felicity Cooper \u2013 Cooper Wealth [&hellip;]<\/p>\n","protected":false},"author":24,"featured_media":62593,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[282,241],"tags":[],"class_list":["post-62590","post","type-post","status-publish","format-standard","has-post-thumbnail","category-associations","category-conferences-and-events"],"_links":{"self":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/posts\/62590","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/users\/24"}],"replies":[{"embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/comments?post=62590"}],"version-history":[{"count":0,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/posts\/62590\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/media\/62593"}],"wp:attachment":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/media?parent=62590"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/categories?post=62590"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/tags?post=62590"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}