2017

ANZ AFA RISING STAR
OF THE YEAR AWARD

Celebrating excellence in the next generation of
financial advisers

THE AWARD

For 12 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 2017 ANZ AFA Rising Star of the Year
will be someone who:

As at 1 October 2017, 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 Mastering Motivation seminar. The Mastering Motivation program equips participants with techniques to create and sustain an immensely powerful inner drive.

The Winner
Will receive six personalised coaching sessions with rogenSi, once every two weeks for three months. This unique experience provides the opportunity to better understand personal assets through the Fortius Mindset assessment, which provides a profile of current thinking patterns and corresponding development strategies. Your experienced personal performance coach will debrief your results and work with you on a development plan to lift your mental strength and excel your performance to the next level!

HOW IT WORKS

Nominations

Nominate yourself or someone you
know

Nominations now open

Nominations open
15 May

Nominations close
28 July

Judging process

A selection panel runs the judging process in
the following stages.

Round 1: 31 July - 11 Aug

Round 2: 14 Aug - 18 Aug

Round 3: 21 Aug - 1 Sep

Finalist Prize Day: 12 Sep

Final Judging Day: 13 Sep

Announcement

The winner will be announced at the AFA 2017 National Adviser Conference

Winner is announced

11 - 13 October

THE JUDGES

Phillip Kewin

Chief Executive Officer, Association of Financial Advisers

Jenny Brown

Founder and Chief Executive Officer, JBS Financial Strategists

Chris Browne

Founder & Managing Director, Rising Tide

Ben Nash

Financial Adviser and Founder, Pivot Wealth

Don Sillar

Head of Sales, ANZ Wealth

Laura Halbert

Head of Marketing, ANZ Wealth

2016WINNER

Erin Truscott

" Winning the Rising Star award in 2016 was an absolutely honour because it meant that my peers in our profession see me as being on the right track. I am only at the beginning of my journey as a business owner and adviser, and having that knowledge that I am on the right path is hugely motivating. "

SEE PREVIOUS WINNERS

Erin Truscott

"Winning the Rising Star award in 2016 was an absolutely honour because it meant that my peers in our profession see me as being on the right track. I am only at the beginning of my journey as a business owner and adviser, and having that knowledge that I am on the right path is hugely motivating."

SEE PREVIOUS WINNERS

Contact Us

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