Senior Financial Planner, NAB Financial Planning
“Winning the award has given me additional confidence and a credible voice to promote the benefits of financial advice and increase financial literacy in the community.”
We had three standout finalists this year – Sharon Walker, Esther Althaus and Trisha Peters. The final stage of the judging process 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.
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 2016 Award are now open.Find out more
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.