Female excellence award finalists announced
Six women have been named finalists for the third annual Association of Financial Advisers (AFA) and TAL AFA Female Excellence and Advice Award.
Adrienne Rush of Bendigo Financial Planning Ltd, Dominique Bergel-Grant of Leapfrog Financial Pty Ltd, Catherine Robson of Affinity Private Pty Ltd, Eleanor Dartnall of Dartnall Advisers Pty Ltd, Justine Back of Back to Back Financial Planners and Dianne Charman of Jade Financial Group Pty Ltd were chosen as finalists for their contribution to the profession. The award recognises the challenges women face in the traditionally male financial advice space and encourages women to push the boundaries.
"Boosting the number of female advisers in the profession is essential. It is a well-established fact that Australian women face significant challenges when trying to grow and protect their wealth and many feel more comfortable seeking advice from another woman," AFA CEO Brad Fox said.
The winner of the will be announced at the AFA National Conference on the Gold Coast next month.
Recommended for you
Compared to four years ago when the divide between boutique and large licensees were largely equal, adviser movements have seen this trend shift in light of new licensees commencing.
As ongoing market uncertainty sees advisers look beyond traditional equity exposure, Fidante has found adviser interest in small caps and emerging markets for portfolio returns has almost doubled since April.
CoreData has shared the top areas of demand for cryptocurrency advice but finds investors are seeking advisers who actively invest in the asset themselves.
With regulators ‘raising the bar’ on retirement planning, Lonsec Research and Ratings has urged advisers to place greater focus on sequencing and longevity risk as they navigate clients through the shifting landscape.
