The accolades of ‘Adviser of the Year’ and ‘Practice of the Year’ are awarded to extraordinary and visionary advisers and practices, recognising qualities of leadership, innovation, customer-centricity and commitment to professional excellence. They are undoubtedly Australia’s premier financial advice awards.
Applications are closed for 2017. Finalists names will be published in September.
The AFA Adviser of the Year and Practice of the Year Awards have come to stand for many things – vision – leadership – excellence. They have come to symbolise a pioneering spirit and the highest professional standards. Many advisers are continuously looking to improve both their business efficiency and their client engagement proposition and both awards play a pivotal role in shining a spotlight on, and sharing, best practice insights.
Zurich has always believed in the value of advice, and in the professionals who provide it. Our longstanding support of these awards is our commitment to celebrating and promoting best practice in financial advice and is one of the significant ways we help support advisers.
Find out more about Zurich’s commitment to helping Australian advisers and protecting clients.
The accolade of ‘Adviser of the Year’ and ‘Practice of the Year' is awarded to extraordinary and visionary advisers and practices, recognising qualities of leadership, innovation, customer focus and professional excellence.
Current and past award winners are extremely positive about the rigour of the process and the opportunities it provides to understand each aspect of their business.
Align Financial, NSW
The AFA Awards process itself is terrific and worth going through. Your business is stress tested, you get feedback from your clients and it’s a great test of the robustness and quality of your client service. The whole process was invaluable and I’d highly recommend you do it.
Henderson Maxwell, NSW
I would encourage you to go through the AFA Awards process. For our business this is by far the most prestigious and important award in the industry purely down to the due diligence process and thoroughness to which entrants are subjected. One component of the process is the Beddoes Institute client survey feedback which was invaluable. It provided us incredibly insightful client feedback and that’s where you can really add value to your practice.
A judging panel will assess all applications for both Awards and select a shortlist to proceed to further stages. These include telephone, written and face to face interviews. The top six Finalists in each Award category are required to submit their total active client list to an independent research and benchmarking company for the purpose of a confidential client survey. Applications for the AFA Practice of the Year Award will be required to complete a Practice benchmarking survey.
Ultimately three finalists will be selected for each Award and will be invited to attend a full day judging showcase held in Sydney in September (travel and accommodation expenses will covered).
What judges look for in an Adviser and Practice of the Year (Risk Pulse - May 25, 2017)
The 2017 Adviser of the Year is assessed against the AFA's four key learing pillars:
- Business performance
- Adviser performance
- Quality advice strategies
- Professionalism and leadership
Applicants who progress to finalist stage of the 2017 AFA Adviser of the Year Award are expected to be current AFA members. You can join online at www.afa.asn.au or by contacting the AFA on 1800 656 009.
The 2017 Practice of the Year Award is assessed against the cornerstones that support all advice practices:
- Planning and governance
- Operational excellence
- Client management
- People and performance
It is expected that Practice Principals who progress to the finalist stage of the AFA 2017 Practice of the Year Award are Associate Members of the AFA and the majority of their financial advisers are current AFA members. You can join online at www.afa.asn.au or by contacting the AFA on 1800 656 009.
Key Dates 2017
|15 May||Applications open|
|28 July||Applications close|
|9 August||Telephone interviews of selected candidates completed|
|10 August||Top 6 finalists selected|
|Site visits, client survey and compliance audits|
|8 September||Top 3 finalists selected|
|21 September||Finalist Showcase in Sydney|
|13 October||Winners announced at the AFA National Adviser Conference (Canberra)|
Am I eligible to apply for the 2017 AFA Adviser of the Year or 2017 AFA Practice of the Year award if I have been a winner in the past?
Previous winners of the AFA Adviser of the Year Award may apply for the 2017 AFA Practice of the Year Award. Previous winners of the AFA Practice of the Year Award may apply for the 2017 AFA Adviser of the Year Award.
Am I eligible to apply for the 2017 AFA Adviser of the Year or 2017 AFA Practice of the Year award if I have been a finalist in the past?
Previous finalists may apply for either award, however the maximum number of consecutive applications from finalists is two in two years for the same award.
Can I apply for both the Adviser of the Year and the Practice of the Year award?
You can only enter one award and your application will be assessed against the criteria for the award you have selected.
Where do I send my completed application from?
Send your completed form to firstname.lastname@example.org by 6pm (AEST) Friday 28 July 2017.
Will extra attachments supporting my application be considered?
You may attach supporting documents including video with your application.
Who can I contact if I have any questions in regards to the awards?
If you have any questions about the awards e-mail email@example.com