2025 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.
In launching the 2025 awards, we are excited to celebrate again the dedication, expertise and compassion that define 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
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 2025 awards are now open.
Fill in the Nomination Form.
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 2025 awards, there are two categories:
Aged Care Adviser of the Year
Aged Care Advice Initiative 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. Ready to nominate yourself or another adviser?
Step 3 – Lodge your application
Once you have completed your application form it should be submitted back to Aged Care Steps via email to info@agedcaresteps.com.au
Your completed application and supplementary materials must be submitted by 6.00pm on Friday 26th September 2025 (AEST). Acknowledgement of your application will be issued via reply email.
2025 Key dates
Applications open - Monday 25 August
Applications close - Friday 26 September by 6.00pm (Sydney time)
Finalists announced - Thursday 6 November
Winners announced - Thursday 27 November