Aged Care Steps announces finalists for 2023 Aged Care Adviser of the Year Awards

The ACS Aged Care Adviser of the Year Awards aim to recognise and champion the significant work done by aged care advisers in helping people navigate the aged care maze – an area that is of increasing importance and concern to older Australians and their families. With increasing longevity and around 1.5 million older Australians receiving care services, these advisers provide an important service to clients.

Advisers have been nominated under two categories:

• Aged Care Adviser of the Year

• Aged Care Advice Program of the Year

The first category recognises an individual adviser who is deemed to have demonstrated outstanding professional commitment in providing aged care advice to older Australians and their families.

The second category recognises an Australian adviser or advice business working in financial services that has actively advocated the promotion of aged care advice amongst their client base, referral communities, peers or local community.

Aged Care Steps were excited to receive an increased number of applications this year. The applications were reviewed and assessed by an external panel of respected professionals, comprising Jo-Anne Bloch, Phil Anderson and Sue Viskovic, to select our list of 2023 Finalists. The judges commended the high standard and quality of applications.

The 2023 Finalists are (in alphabetical order by first name):

Aged Care Adviser of the Year

• Craig Phillips - Phillips Wealth Partners

• Jillian Clarke - Alteris Financial Group

• Katie Spence - Sage Care Advice

• Kerri Mendl - Alteris Financial Group

• Kimberly McGrath - Viridian Advisory

• Sophie Doyle - Morgans Financial

• Zac Dodds - Muirfield Financial Services
  

Aged Care Advice Program of the Year

• Alteris Financial Group - Andrew Biviano

• Cosca Personal Wealth - Jayden Swarbrick

• Olive Grove Financial Advice - Bill Savellis

• Phillips Wealth Partners - Craig Phillips

While aged care advice is becoming a core component of retirement planning, more and more advisers are upskilling in aged care advice. However many people do not understand the value of seeking advice from a qualified and accredited aged care professional. The Aged Care Adviser of the Year Awards aim to raise awareness of the highly valued and expert services that aged care advisers provide.

“The Awards are a perfect way for us to recognise outstanding aged care advisers and help raise the profile and awareness of their specialised contribution to the advice profession and well-being of clients,” said Assyat David, Director of Aged Care Steps.

Aged Care Steps will be announcing the winners of the awards on 14 December 2023.

Full details of the Finalists are available here.