Annual awards recognising outstanding achievements were presented at the recent Annual Adviser Conference 2014 for national dealer group Affinia Financial Advisers.
The awards were one of the many highlights at the conference where a range of practice management and industry issues were discussed as the advice community continues to evolve around regulation, consumerism and professionalism.
Affinia General Manager Craig Parker congratulated the four award category winners for their outstanding contribution to the advice profession.
“The award winners all typify what the advice profession is all about, which is providing high quality advice and service to the Australian public to ensure their wealth management and protection needs are being met.”
- The Adviser of the Year was awarded to Troy Edmondson of Business and Estate Planning Specialists
- The Practice of the Year was awarded to Gates Risk Management
- The Emerging Gun of the Year Award went to Daniel Lane of Lane Financial
- The Chairman’s Award went to David and Lisa Bourke, Bourke Financial Services
“Each of these winners have great stories to tell about their successful careers and practices and Affinia is proud to recognise the high calibre work of these professionals who are part of the Affinia family of over 100 practitioners,” Craig said
The Affinia annual conference 2014 coincided with the latest Affinia Adviser Council meeting.
“Both the conference and Adviser Council discussed a range of issues including the ASIC report on life insurance advice,” Craig said.
“The voice of our network is integral to our continual growth and evolution. Our Adviser Council plays a key part in ensuring this voice is heard, both directly and through our partnership with the AFA.”
Craig also said that CEO of the Association of Financial Advisers (AFA) Brad Fox also played a key role at the conference including meeting personally with the Adviser Council regarding the recent ASIC Review of Retail Life Insurance Advice Report.
“While the report is a wake-up call to those advisers whose work is not up to scratch, it does acknowledge the critical role of advisers and the need to maintain high professional standards across the industry,” Craig said.
“Affinia has always supported high professional standards along with ongoing training and development to ensure advisers can deliver optimal service to clients.”
Stuart Snell Estuart.email@example.com T +61 2 9448 9879 M +61 417 921 235