CONGRATUALTIONS TO
CHRIS CARLIN

WINNER OF THE 2019 ONEPATH AFA RISING STAR OF THE YEAR AWARD

Deferral of AFA Awards 2020 program.

AFA is committed to supporting our advisers and the advice community in maintaining focus on matters of immediate priority during this challenging and disruptive COVID-19 pandemic environment. We have therefore, in conjunction with our Award partners Zurich, OnePath and TAL, decided to defer the 2020 AFA Awards program to 2021. AFA is committed to championing excellence in advice through the AFA Awards program and looks forward to announcing the 2021 AFA Awards program schedule early in the new year. If you have any questions about the AFA Rising Star of the Year please get in touch at amy.osmond@zurich.com.au

2019 ONEPATH AFA RISING STAR OF THE YEAR

As at 1 August 2019, 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 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 have a choice of:

  • receiving quarterly, personalized coaching from an experienced Business Coach and qualified financial adviser OR
  • a two day Business Planning workshop for up to 3 team members to get aligned on a business vision and create long-terms strategic and operational plans

HOW IT WORKS

Nominations

Nominate yourself or someone you know

Judging process

At each round of judging, we will update you on your progress.

Announcement

The winner will be announced at the AFA 2019 National Adviser Conference

THE JUDGES

Natalie Jarvis

Head of Strategic Accounts and Sales Strategy, OnePath

Rebecca Pritchard

Wealth Enhancers

Matt Hale

Director and Senior Financial Planner, Rising Tide

Philip Kewin

Chief Executive Officer, Association of Financial Advisers

MEET THE 2019 RISING STAR FINALISTS

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