The 2023 winner of the Aged Care Adviser of the Year category is Craig Phillips from Phillips Wealth Partners.

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.

Recognised as a Finalist in the 2022 Awards, over the past 12 months Craig has 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 2023 winner of the Aged Care Advice Program of the Year was Alteris Financial Group.

This second category recognised an Australian adviser or advice business working in financial services that had 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.

During the past year, they have actively engaged with facility managers and admission staff to help better understand the various financial considerations, raising awareness of the importance of specialist aged care and advice.