AFA
2017 Winner

2017 Winner - Lea Schodel

Founder of Wellthy

“Winning this award is a career highlight for me. I am very excited about the platform it provides for me personally and professionally from which to develop. Through this award, I aspire to be a very positive ambassador for TAL and very much look forward to being able to support, inspire and encourage more women and men in financial advice in the future.”


The 2017 finalists

Standing out from the crowd

We had five standout finalists this year – Christina Cabrera, Lea Schodel, Nicole Heales, Sacha Burchgart and Tracey Sofra. The final stage of the judging process, the Finalists Showcase, offered the finalists an opportunity to present to the judging panel about themselves, their business, their achievements and community involvement and views on mentoring, education, gender diversity and future vision. All finalists showed passion, dedication and a real understanding of the value that female leadership can offer our industry.

 

 

click here to watch video and meet the 2017 finalists

About the award


The AFA Female Excellence in Advice Award is a joint initiative of the Association of Financial Advisers and TAL.

Established in 2011, the Award recognises women in financial advice who are making a significant contribution to their profession, their community and their clients.

The Award promotes positive change in the financial advice sector, encouraging more women to enter the industry and to take leadership roles. Importantly, it aims to give choice to Australians when it comes to getting financial advice. With more women in the industry and a better representation of women in senior roles in financial advice, we hope to address the challenges experienced by Australian women when it comes to seeking advice, being adequately resourced for retirement and obtaining insurance.

Nominations for the 2018 Award will open May 2018.

Find out more

Celebrating five years of female excellence 2011 - 2015


The AFA Female Excellence in Advice Award is a joint initiative of the Association of Financial Advisers and TAL.

Through the AFA Female Excellence in Advice Award the industry’s top female advisers continue to lead the debate and maintain the focus on lifting female participation in the profession.

Hear from our highest female achievers as we celebrate the first five years…

Read more

Meet our judges


 

Phil Kerwin

 

Niall McConville

 

Sue Viskovic

 

Dianne Charman

 

Eleanor Dartnall

Award Partners



With more than 130 years of experience, TAL has the financial strength and ability to deliver when it's needed most, at claim time. TAL has in-force premiums exceeding $1.2 billion and protects the lives of over 2.5 million Australians. TAL pays $2 million in claims every working day and supports 7,000 advisers as they work with families to understand their insurance needs.

Our vision is to be the leading life insurance partner to financial advisers and customers, through high quality innovative products and market leading customer service.

At TAL, we value diversity and support this through sponsorship of the AFA Female Excellence in Advice Award. We believe it is important to encourage more women to enter the financial advice sector and pursue industry leadership.
TAL was the AFA/Plan for Life - Life Company of the Year 2011 and 2012.



The Association of Financial Advisers (AFA) is a professional association which serves the financial services industry. Financial Advisers can become members and benefit from the variety of services this association provides. These services include education, practice support, public affairs, professional development and many networking opportunities. The AFA has been operating for 65 years and is run by advisers for advisers. It aims to provide a united voice, continually improve practice and maintain focus of the future of the financial advisory.