AFA Awards

Celebrating excellence - AFA Excellence in Education Award

Asteron Life is delighted to again partner with the AFA for the Excellence in Education Award for what is the ninth year running. The award recognises an outstanding commitment to and excellence in advice through participation in further education.

We recognise the importance of ongoing education and believe this forms the foundation to building a strong and well respected profession. By striving for continual improvement in their own professional development, advisers can support the advancement of the entire industry.

Whether you are starting out in the industry – or have been around since it began – continuing education is the key to constantly increasing the professionalism when providing financial advice, so join us in celebrating excellence.

Mark Vilo

Executive Manager
Asteron Life

AFA Excellence in Education Award

The AFA Excellence in Education Award is dedicated to recognising, supporting and rewarding commitment and excellence in advice through participation in further education. We want to discover and reward advice professionals who undertake the challenge of acquiring knowledge, and then applying this knowledge to their business, their clients, their industry and their community.

The AFA Excellence in Education Award recognises your effort in building a solid foundation to achieve great heights within your profession.

The national finalists will be announced at the AFA National Roadshow held throughout July. And the national winner will be announced at the AFA National Conference to be held in Canberra from 5-7 October 2016.

Increasing consumer perceptions about professionalism in financial advice is a key to growing the advice market. The AFA views professionalism as a combination of Education and Behaviour and this is why we have built the AFA's Education Pathway. The Excellence in Education Award highlights to advisers the issue of "continual learning" and with the support of Asteron the evidence is obvious that advisers do have a thirst to learn and are raising the bar on standards across the financial advice profession.

 

Brad Fox, AFA President

 
More Information

For more information on the award, speak to your Asteron Life Sales Team.

Alternatively, you can send us an email with your enquiry to: afaeducationaward@asteronlife.com.au

Association of Financial Advisers Ltd

Phone: 02 9267 4003

Email: info@afa.asn.au

How is the award judged?

The Excellence in Education Award is all about showcasing you. We aim to promote the wonderful job advisers do every day in helping Australians make better decisions for their financial future. The Award is a showcase of excellence in education and professionalism.

Through the judging process we really want to understand how you continually invest in your education and practically apply this when working with your clients.

This award is more than just your academic qualification but importantly about the practical application of your knowledge.

So let's take a look at how the award is judged.

  • Stage one:Review of all nominations
    • The national judging panel sits down and reviews all of the nominations.
    • We make an initial decision on who has best demonstrated professionalism and the continual application of education in their practice. This is based on:
      • your academic qualifications
      • your application of knowledge
      • your commitment to the future of the profession.
  • Stage two:Shortlisted nominees are interviewed
    • Short-listed advisers have a phone-based interview with one of the national judging panel. This helps us get to know you better and understand how you practically apply knowledge within your business.
    • We really like to hear how you have improved the lives of clients through your investment in education.
    • The national judging panel meets to discuss all of the short-listed nominees and uses a quantitative model to determine the national finalists. This includes:
      • Your academic achievements
      • Applying knowledge within the practice
      • Your contribution and involvement within the industry
      • Your contribution and involvement within your local community
  • Stage three:National finalists are announced
    • National finalists are announced at the AFA National Roadshow in July.
    • All national finalists are flown to Sydney for a personal interview with the national judging panel. The interview focuses on your views and ideas on how education can make a major contribution in the promotion and delivery of financial advice to consumers.
    • Finalists will be asked to prepare and present their views and solutions on an industry challenge. This will be set by the National Panel and based on improving professionalism of the industry.
  • Stage four:National winner is announced
    • The Excellence in Education national winner is announced at the AFA National Conference at a special award ceremony on the main platform.
    • The national winner is inducted into the Education Ambassador Role for the next 12 months to promote the continual investment in education.
    • The award winner is then invited to the AFA GenXt road show in February 2017.

Who are the panel of judges?

nick hakes afa awards judge

Nick Hakes

Head of Campus AFA, Association of Financial Advisers

brian knight afa awards judge

Brian Knight

CEO Kaplan Professional

dan waller afa awards judge

Dan Waller

National Key Accounts / Channel Development Manager, Asteron Life

jenny brown afa awards judge

Jenny Brown

National Vice President, AFA

Here's how to take the first step to becoming the next winner of the AFA Excellence in Education Award. Or why not nominate someone who you believe deserves the Award.

How to enter

Entering is easy. Simply, complete the initial nomination form by clicking on the 'nominate now' button by 10 June 2016. The form requires a short, simple submission.

From there our team will be in contact with the nominee to collect the remaining information for the award.(This may be you if you have nominated yourself)

How are winners decided?

National winners will be judged on their answers to questions about their education and their application of knowledge in their practice, industry and local community. During the judging process, we will request copies of your academic records to help make a decision. For further details, please refer to the 'Selection Criteria' section.

National finalists will be announced at AFA National Roadshow held throughout July.

The finalists will be interviewed by the judging panel, to decide the national award winner.

The national winner will be announced at the AFA National Conference to be held in Canberra from 5 - 7 October 2016.

 

Current winner

Below is the latest winner of the AFA Excellence in Education Award.

2015

Charles Badenach

Charles Badenach has a unique perspective on the rapidly changing world of professional services, and is a firm believer that education is the key to lifting the standard of financial advice in Australia. Charles has spent his career in professional services firstly as a lawyer and now as a financial adviser.  He worked at the ASX listed Shadforth Financial Group for over 13 years and is currently a Principal and Private Client Adviser with the boutique firm “Main Street Financial Solutions”.

Previous winners

Below are the previous winners of the AFA Excellence in Education Award and the AFA Student of the Year Award.

2014

Peter O'Callaghan CFP, Dip FP, M Fin Serv Law JP (Qual)

FINANCIAL PLANNING PARTNER

Peter's experience includes more than 18 years as a Financial Planner, beginning his career at a major Australian Bank before moving into private practice.

Peter O'Callaghan has since held senior financial planning positions in private banking, and a major Corporate superannuation fund; management positions with Rabo Financial Advisers (Regional Manager Nthn NSW/QLD) and State Super Financial Services Australia, (Regional Manager QLD), before making the decision to establish his own financial planning business in 2009, based on a 'fee for service' offering.

2014 saw Peter be awarded the AFA Excellence in Education award and in 2011 he won the ASTUTE Group Financial Planner of the Year award. He merged his growing practice with MSI Taylor Financial Services Pty Ltd to form MSI Taylor Wealth Management Pty Ltd in June 2012, a 'fee for service' business with a wide range of specialist financial planning services.

Peter has completed financial planning studies through the Securities Institute, holds a Diploma of Financial Planning (Dip FP) from Deakin University, a Certificate in SMSF studies from the University of Adelaide, and is a Certified Financial Planner.

He also has a Master of Financial Services Law from Macquarie University Law School in Sydney and is currently enrolled in the Master of Business (Professional Accounting) through the QLD University of Technology.

Peter's interests include economics, and investing, and in his spare time, he is a Commissioned Officer in the Royal Australian Air Force Reserves.
He is also a Justice of the Peace (Qualified).

2014 afa winner peter ocallaghan

2013

Anne Graham

Anne successfully claimed last year’s AFA Excellence in Education Award. Anne’s commitment to education and professional development can be seen through her work and personal life. She recently completed a Masters of Applied Finance and is a Certified Practising Accountant and Certified Financial Planner. She specialises in goal planning, business planning and financial planning matters.

Anne has been a financial planner since 1999 and involved in financial services for over 30 years. She is currently the Managing Director of McPhail HLG Financial Planning.

Anne is passionate about providing quality financial planning advice to her clients and making a positive difference to their financial future. She is also on a mission to encourage planners and their teams to continue their ongoing education.

And, it doesn’t stop there, Anne is an active member of the financial planning community including various committees, advisory boards and social media. Furthermore, she has one a number of awards including, Securitor National Adviser of the Year in 2011 and Money Management Financial Planner of the year in 2009.

2012

Dean Lombardo

Dean successfully claimed last year’s AFA Excellence in Education Award. Dean’s commitment to education and professional development can be seen through his work and personal life. He holds a Bachelor of Commerce, Diploma of Financial Planning and is a Certified Financial Planner. He is a motivational speaker specialising in goal planning, business planning and financial planning matters.

Dean is the co-founder of Access Financial Management, a financial services business offering integrated financial planning solutions based in Melbourne. He is also the founder of a unique financial planning methodology known as “benchmarking”. Benchmarking provides clients with greater empowerment and shifts the adviser-client relationship to one of true mentoring and coaching through the use of accountable milestones and the integration of adult learning theory. Benchmarking has now been adopted at the financial planning model of choice within several boutique financial planning practices across Victoria.

In addition, Dean is also actively involved in the mentoring of financial planners and business owners. He is a member on several boards of advice both within the financial services industry and external. His passion is in working with others to help them clarify and create their personal vision then mentoring them to success.

Aside from being involved within the financial planning industry, Dean is actively involved in financial literacy, including the development of a program for primary school aged children, and more recently is involved in supporting a small orphanage in Vietnam with a view to assisting with education and initiating micro lending assistance as the children reach adulthood. Dean’s motto is “when you ask the right question, the answer will present itself”.

2011

Finn Kelly

Finn rose to the top and successfully claimed last year’s AFA Excellence in Education Award. Finn is committed to ongoing education and professional development. His formal qualifications include a Bachelor of Science majoring in Maths and Physics, a Diploma of Financial Services (Financial Planning), a Graduate Diploma of Education (Secondary), a Diploma of Government and a Diploma of Management.

Finn is the CEO and co-founder of one of Australia’s premier boutique private wealth management firms, Wealth Enhancers. The firm specialises in providing tailored advice to a select range of high income earning and high net worth individuals. He heads up the Portfolio Management arm of the business, and has developed unique client education and staff training programs.

2010

Katherine Hunt

Katherine from Queensland rose to the top and successfully claimed 2010 Student of the Year.

Encompassed by a strong academic background, Katherine has successfully completed a Bachelor of Psycholoical Science, Bachelor of Commerce and a Bachelor of Financial (Honours) at Griffith University and was a recipient of the University Medal.

Katherine is continuing her studies to develop life skills, critical and creative thinking, and contribute to financial planning.

2009

Dr Dennis Maddern

Dr Dennis from Victoria won the 2009 AFA Student of the Year. Dennis' commitment to lifelong learning has been recognised by the continual improvement of his advice skills and applying this knowledge to his business, clients and community.

2008

Jo Bean

Jo Bean from Tasmania took out the top prize in 2008. Jo completed her Diploma in Financial Services (Financial Planning) with RG146 Training Australia in 2008, where she was recognised for developing exceptional advisory skills.

 

Finalists

The AFA Excellence in Education Award is the only award that recognises and rewards finalists. These finalists then go on to compete for the title of national winner and ambassador of the AFA Excellence in Education award.

The finalists for 2016 will be showcased on this page in July.

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