2018

ANZ AFA RISING STAR
OF THE YEAR AWARD

Celebrating excellence in the next generation of
financial advisers

THE AWARD

For 14 years ANZ Wealth has proudly partnered with the AFA to recognise emerging talent in the financial advice industry. The ANZ AFA Rising Star of the Year Award has proved to be a springboard to a successful career in the advice industry. The award is also a fantastic experience for the advisers involved, helping them develop personally and professionally in the company of the industry’s best new advisers.

The 2018 ANZ AFA Rising Star of the Year
will be someone who:

As at 1 October 2018, has been responsible for signing off on personal financial advice for four years or less

Is able to demonstrate that they provide quality financial advice, deliver an exceptional client experience and is bringing innovation to the provision of their advice

Is contributing to the financial literacy of their clients and perhaps the community

Is able to demonstrate a commitment to their ongoing professional development

The Prize

The Finalists
Will attend a full day ‘Personal Breakaway’ workshop on 12 September in Sydney. You’ll leave with a personal plan that will cover business, financial and personal objectives, receive ID profiling to help identify your drivers and values as well as a follow up action call with the Director of Coaching to help you implement your plan.

The Winner
Will receive quarterly, personalised coaching from experienced Business Coach and qualified financial adviser, Phil Little for 12 months. You’ll benefit from Phil’s wealth of knowledge and guidance as he helps you achieve the professional and personal goals you set at the workshop. This tailored advice from an expert who has excelled in many areas of the financial planning industry himself will give you actionable tools and resources to help propel your career to the next level.

HOW IT WORKS

Nominations

Nominate yourself or someone you
know

Nominations are now open

Judging process

Nominations are now open but see below for the dates of each judging round

Round 1: 7 Jul - 23 Jul

Round 2: 24 Jul - 2 Aug

Round 3: 4 Aug - 17 aug

Finalist Prize Day: 12 Sep in Sydney

Final Judging Day: 13 Sep in Sydney

Announcement

The winner will be announced at the AFA 2018 National Adviser Conference

Winner is announced

10 - 13 October

THE JUDGES

Matt Hale

Director and Financial Adviser WB Financial

Patricia Garcia

Director and Financial Adviser WB Financial

Vanessa Bennett

CEO Next Evolution Performance

Phillip Kewin

Chief Executive Officer, Association of Financial Advisers

Jenny Brown

Founder and Chief Executive Officer, JBS Financial Strategists

Don Sillar

Head of Sales, ANZ Wealth

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