Women in Financial Services winners announced
Money Management, Super Review, and Financial Express are proud to announce the winners of the fifth annual Women in Financial Services Awards 2017, held in Sydney on 26 October.
The awards recognised and rewarded accomplished women in the industry across 13 categories, including the jewel in the crown, Woman of the Year.
Over 300 attendees attended the event at The Westin to cheer their female peers and colleagues, who were acknowledged for their achievements, leadership, mentorship, and contributions to the industry.
This year’s winners are:
Pro bono
Marnie McLaren
BTFG
Mentor of the Year
Donna Picton
Elston
Life Insurance
Joanne Graves
AIA
Financial Planner of the Year
Tracey Sofra
Sofcorp Financial Services
Rising Star
Claire Greenwell
TAL
Investment Manager
Susan Darroch
SSGA
BDM of the Year
Louise Finlay
Allianz
Super Executive of the Year
Kerrie Williams
Frontier Advisors
Marketing and Communications
Nicole Kinnear
Statewide Super
IT Innovator
Marielle Yeoh
PEXA
Employer of the Year
AIA
Industry Advocacy
Anne Graham
Story Wealth Management
Woman of the Year
Karen Volpato
Australian Institute of Superannuation Trustees
Recommended for you
The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients.
Having sold Madison to Infocus earlier this year, Clime has now set up a new financial advice licensee with eight advisers.
With licensees such as Insignia looking to AI for advice efficiencies, they are being urged to write clear AI policies as soon as possible to prevent a “Wild West” of providers being used by their practices.
Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week.