Future advice leaders recognised



The Association of Financial Advisers (AFA) has recognised six financial advisers who are paving the way for the next wave of advice professionals.
The six advisers have been announced as finalists for the association’s 2017 Rising Star Award which recognises advisers with four years or less experience who provide quality advice, excellence in client engagement, and are active contributors to the profession and/or wider community.
AFA chief executive, Phil Kewin said: “These new stars not only act as role models for their peers but also represent the future leaders advocating the value of advice”.
“I am really excited about this years’ group of amazing award nominees and congratulate all of those who participated and their efforts during the preliminary judging process,” he said.
The finalists are:
• Andrew Debono – financial adviser, Announcer Group
• Karlee Hoog-Antink – financial adviser, Elders Financial Planning Mackay
• Keats Brydon – financial adviser, Finn Financial Planning
• Lauren Walker – private client adviser, EUROZ Securities Limited
• Mia Taylor – financial adviser, Evalesco Financial Services
• Sam Jewell – financial adviser, Rising Tide Financial Services
Recommended for you
An FAAA recommendation to make PY advisers subject to non-compete clauses would place candidates in a “hostage situation” with their employer and potentially deter new entrants, say commentators.
While the profession struggles to keep up with strong consumer demand, a third of people who have passed the ASIC adviser exam aren’t actively practising, so where is this missing third?
Half a year after Count Financial told its advisers to exit several Metrics Credit Partners funds, research house Lonsec has now downgraded two of these products over governance concerns.
As the advice industry evolves with technology, two business consultants have said successful advice firms will be those which focus on delivering an “experience” for their clients, beyond just a transactional service.