The Association of Financial Advisers (AFA) is calling for nominations after announcing a series of events culminating in the 10th AFA Adviser of the Year Award in October.
AFA chief executive Richard Klipin says he is delighted with the way in which the award has developed.
“We are seeing a profession in transition and each year the competition gets tougher,” he says.
“The honour roll of finalists and winners includes some of the true leaders, pioneers and visionaries of the financial advisory community.”
A number of initiatives have been planned to celebrate the award’s 10th anniversary, including commemorative trophies for nominees, a series of cocktail events around Australia and a video tribute to previous winners.
In announcing the launch of the 2012 award, Colin Morgan, chief executive of Zurich’s life and investments business, paid tribute to the many nominees, finalists and winners honoured over the last 10 years.
“Zurich partnered with the AFA back in 2003 to launch this award, and we are delighted to see that as we celebrate the 10th year of the award, it continues to go from strength to strength,” he says.
“Our ambition back then was to help advisers get the recognition they deserve and also engender a spirit of innovation and optimism that would drive increased professionalism and a more positive profile for financial advisers overall.”
Nominations for the award close on July 31.
Key dates
Nominations open: June 1 – July 31
Submissions from nominees due: August 7
Phone interviews and selection of shortlist: August 13–23
Shortlist announced: August 27
Onsite judging of shortlisted nominees: September 3–14
Finalists announced: September 24
Finalist showcase in Sydney: October 5
Winner announced AFA gala dinner, Gold Coast: October 30
Judging panel
Brad Fox, president, AFA
Richard Klipin, CEO, AFA
Peter Sobels, director, Riskinfo
Graham Peatey, managing director, Encore Group
Dr Rebecca Sheils, Leading Practices Program director, Beddoes Institute
Kristine Wade, head of sales, Zurich Life and Investments
Marc Fabris, national manager, sales strategies and research, Zurich Life Risk
