Aged Care Adviser of the Year Award Winners
Congratulations to our winners
Aged Care Steps has operated the Aged Care Adviser of the Year since 2022, with two categories open to nominations each year:
Aged Care Adviser of the Year
This award recognises the individual adviser who is judged to have best demonstrated outstanding professional commitment to the provision of aged care advice to older Australians and their families.
Award Category - Aged Care Advice Program of the Year
This award recognises an Australian adviser or advice business working in financial services that has actively advocated the promotion of aged care advice among their client base, referral networks, peers or local community.
In 2024, the judges chose to recognise an additional financial adviser, and a new award was created.
Award Category - Aged Care Advice Excellence
This award recognises an Australian adviser for excellence, as demonstrated by their nomination and their advocation and promotion of aged care advice.
2024 Winners
The 2024 winner of the Aged Care Adviser of the Year category is Katie Spence from Sage Care Advice.
Katie Spence has been recognised for her work simplifying and effectively communicating the concept of aged care financial advice to clients and their families, ensuring they’re able to understand their options and plan appropriately.
She has been recognised as an exemplary Adviser by her clients, who have built a strong referral network in acknowledgement of her work with each of them and the effect she has on their peace of mind as they plan for their own future or that of their loved ones. Katies was also a finalist in 2023.
The winner of the Aged Care Advice Program of the Year for 2024 is Story Wealth Management.
In 2024, Story Wealth Management launched their specialised program, the ‘Ageing with Grace Support Service’, designed to address and support the financial, logistical, and emotional challenges faced by seniors and their families through a financial advice lens.
With the program’s mission of meeting the growing demand for aged care advice in their client base and wider community, they have already had great success, and established partnerships with local Care Coordinators, elder law specialists, and service providers.
The 2024 winner of the newly created Aged Care Advice Excellence Award is Zachary Dodds from Muirfield Financial Services.
The Judges of this year’s awards chose to recognise an additional financial adviser for the excellence demonstrated through his nomination. As well as growing his impact on clients in the past year, Zac was a key organiser in the newly-established Aged Care Expo held in Geelong, bringing together a range of specialist providers and educators to provide quality information for the community.
Zac was also instrumental in Muirfield’s participation in Seniors Week and a number of seminars and workshops, allowing clients and the wider community to self-educate on the importance of aged care financial advice before making the next step of speaking to a qualified adviser to create a tailored plan.
2023 Winners
The 2023 winner of the Aged Care Adviser of the Year category was Craig Phillips from Phillips Wealth Partners.
Recognised as a Finalist in the 2022 Awards, over 2023 Craig further dedicated himself to broadening his aged care advice skill set, systems and processes to deliver expert aged care advice.
Inspired to start in aged care advice after helping his own parents, Craig is motivated every day to make the process easier for those people who are not aged care specialists.
The winner of the Aged Care Advice Program of the Year for 2023 was Alteris Financial Group.
Recognising an Australian adviser or advice business working in financial services, ACS found that Alteris Financial Group actively advocated the promotion of aged care advice amongst their client base, referral communities, peers or local community.
Alteris Financial Group has a division comprised of specialist aged care financial advisers and client services staff whose sole purpose is to help families and their loved ones make the challenging and often complex transition to permanent residential care with confidence.
2022 Winners:
The 2022 winner of the Aged Care Adviser of the Year category was Bruce Baynes from Sage Care Advice.
This category recognised an individual adviser who is deemed to have demonstrated outstanding professional commitment in providing aged care advice to older Australians and their families.
With over 20 years of experience in providing financial advice, clients often comment on Bruce’s empathy and understanding, in addition to his strategy skills. Aged care advice is nothing short of a passion for Bruce.
The 2022 winner of the Aged Care Advice Program of the Year was Alteris Financial Group.
To meet the growing demand for aged care advice, Alteris Financial Group has built a dedicated team to promote, educate and support this part of their business. A broad range of marketing initiatives are employed to share knowledge and improve the aged care journey.