AFA GREAT ADVICE AWARDS 2021
In 2021, the AFA wants to celebrate our shared belief in the need for great advice for more Australians and our vision to empower financial advice professionals to transform the lives of Australians through quality financial advice.
At this year’s AFA Evolve Conference in September 2021 – we’ll be announcing a winner in each state of the AFA’s Great Advice Award.
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WHAT ARE THE GREAT ADVICE AWARDS FOR?
The Awards are about acknowledging a Great Advice story that you, as a financial adviser, have delivered. One in which you helped one of your clients achieve a successful outcome demonstrating the financial, behavioural and emotional value your advice provided.
The AFA will be announcing each state winner on 22 September at the AFA Conference state-based evening event.
The Awards will then be promoted via media, social media, AFA magazine and website over following weeks and months. These stories will also help us to advocate for the value of financial advice with the Government and regulators. Please participate to help us promote advice.
WE'D LOVE TO HEAR YOUR STORY
We know there are thousands of great advice stories out there and we’d love to hear yours. If you are aware of something special that one of your colleagues has done, then encourage them to apply.
HOW TO ENTER
To submit your entry for the AFA Great Advice Awards you need to
email the following documents to email@example.com
DOWNLOAD APPLICATION FORM
2 The contact details of a state/senior manager at
your licensee who will provide a reference.
To be eligible to enter the AFA Great Advice Awards you must meet the following criteria:
- You are currently an authorised financial adviser providing personal advice to clients.
- You are a current AFA member.
- The advice and client example must have been provided post 1 July 2018.
TERMS AND CONDITIONS
Applications will be accepted between 23 July and 31 August only.
Applications will be judged by a state-based panel comprising representatives:
- The State Director or Chair.
- A representative of the AFA State Based Communities of Practice.
- A representative from an AFA Partner, such as a technical expert.
Judging will take place from 31 August and a short list for each state (comprising two) will be provided to AFA HQ by 7 September. The top two in each state will be contacted for a client testimonial and the provision of the relevant SOA (Privacy requirements apply) or other supporting documentation being sent to the AFA no later than 13 September 2021.
The judges decision will be validated with due diligence checks (eg: ASIC, Licensee). Once completed, the judges decision will be final and no correspondence will be entered into regarding the decision.AFA Annual Awards Program
Please note that due to COVID restrictions and in conjunction with our award partners Zurich, OnePath and TAL, we have decided to defer the 2021 AFA annual awards program to 2022 when we are able to host these awards and celebrate the achievements of finalists and winners in person in one location. The Great Advice Awards have been developed as a state based program for 2021 that showcases stories of the great advice that advisers provide to their clients every day.