2024 Aged Care Adviser of the Year Awards
Recognising outstanding achievement in aged care advice
The ACS Aged Care Adviser of the Year awards have become an annual celebration honouring financial advisers who excel in providing exceptional guidance to clients navigating the complexities of aged care planning. As the only industry awards dedicated to this crucial specialisation, they hold a unique place in acknowledging the invaluable work of advisers who ensure their clients have more choice and greater control over their retirement planning.
Recognising excellence in this field not only celebrates individual achievement, it also shines a spotlight on the importance of high-quality aged care advice in the broader financial landscape.
As we launch the 2024 awards, we are excited to again celebrate the dedication, expertise and compassion that defines the outstanding financial advisers in this field. Winning the Aged Care Adviser of the Year Awards is a significant achievement, reflecting the meaningful difference advisers have made to the lives of their clients.
We invite you to join us in celebrating the best in aged care advice.
Congratulations to our 2024 Winners
KATIE SPENCE
Katie Spence
(Sage Care Advice)
Aged Care Adviser of the Year 2024
STORY WEALTH
Story Wealth Management
Aged Care Advice Program of the Year 2024
ZACHARY DODDS
Zachary Dodds CFP
(Muirfield Financial Services)
Aged Care Advice Excellence 2024
Congratulations to the 2024 Finalists
Congratulations to all of the Finalists for the 2024 ACS Aged Care Adviser of the Year Awards.
Why enter the awards?
As a finalist or winner, be recognised for your outstanding achievements in this field of expertise.
Scroll down for more.
Nomination and application
Nominate yourself or another financial adviser. Nominations for the 2024 awards are now closed.
Judging the awards
Applications will be reviewed and assessed by an external panel of respected professionals.
Meet the Judging Panel.
Why enter the awards?
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As a finalist or winner, be recognised for your outstanding achievements in this field of expertise. Profiling your achievement can enhance your reputation as an industry leader and aged care advice expert. This can further enrich your credibility and assist with customer acquisition in your business.
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Each award has a unique digital badge to promote the winner’s achievement. Through the receipt of these digital marketing assets, you can promote your success on your personal and business channels such as LinkedIn. You will also be able to use those assets in professional communications such as e-signatures, brochures and on your websites.
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The winner of each category will be presented with a trophy in celebration of their achievement.
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Receive acknowledgement as an outstanding leader through Aged Care Steps marketing activity following the award announcements.
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Demonstrate and showcase your excellence to your peers and your clients (or potential clients) to increase your business opportunities. This will also help to increase public awareness of the value of advice for aged care scenarios.
How to nominate for an award
Step 1 – Review categories and download award criteria
For the 2024 awards, there are two categories:
Aged Care Adviser of the Year
Aged Care Advice Program of the Year
Step 2 – Submit your nomination
Nominate yourself or another financial adviser.
The awards are open to anyone who is listed on the ASIC Financial Adviser Register and is actively providing aged care advice as a major focus of their advice business.
If you would like to nominate yourself, a colleague or someone else, click the button below and fill in some quick details. An application form will be emailed to the nominated adviser.
Step 3 – Lodge your application
Applications are now closed and judging is underway.
2024 Key dates
Applications open - Wednesday 21 August
Applications close - Friday 20 September by 6.00pm (Sydney time)
Finalists announced - Thursday 31 October
Winners announced - Thursday 21 November