The finalists for the 2022 Adviser of the Year Award and Female Excellence in Advice (FEIA) Award have been announced.
The AFA Adviser of the Year Award, sponsored by Zurich, recognises and celebrates outstanding advisers who drive positive change through their leadership, innovation, customer-centricity, and commitment to professional excellence and financial literacy.
The finalists for the 2022 AFA Adviser of the Year Award are Charles Badenach of Main Street Financial Solutions, Felicity Cooper of Cooper Wealth Management, and Joseph Hoe of Wealthwise.
“It has been great to be part of the judging panel this year. These individuals make us proud to be a part of an industry that does so much good for individuals and the broader community,” said Kieran Forde, chief distribution officer of Zurich’s life and investments.
“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,” AFA CEO Phil Anderson said. “It 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.”
FEIA, backed by TAL, recognises women in financial advice who are making a significant contribution to their profession, their community, and their clients.
This year’s finalists for the award are Amie Baker of Rekab Advice, Kathy Havers of Viridian Advisory, Morgan Hayward of Yield Financial Advisory, Madeline Jacovides of Mazi Wealth, Kathryn McDonald of Boutique Advisers, and Cara Williams of Sufficient Funds.
“Now in its 10th year, the Female Excellence in Advice Award continues to recognise outstanding female advisers,” said Niall McConville, TAL general manager of retail distribution. “We hope in celebrating the achievements and unique perspectives of each of today’s finalists we can encourage more women to become financial advisers and in turn encourage more Australians to engage with their finances.”
“The objective of this award is simply compelling, to get more females into the advice profession and to encourage more females to access financial advice,” Anderson said.
Finalists for both the AFA Adviser of the Year Award and FEIA will present to a judging panel in mid-September, with the former about their business achievements, community involvement, and approach to mentoring others, as well as being able to demonstrate and articulate successful client outcomes, and the latter about their business achievements, community involvement and views on mentoring, education, gender diversity, and future vision.
The winners will be announced at the AFA Thrive Conference on Sept. 23 at the RACV Royal Pines on the Gold Coast.
