Aged Care Steps launches 2024 Aged Care Adviser of the Year Awards
Industry leader Aged Care Steps has launched the 2024 Aged Care Adviser of the Year Awards.
Now entering its third year, Aged Care Steps is continuing to recognise the amazing work of Australian financial advisers in the ever-growing field of aged care advice.
“We hold these awards as a way to highlight and celebrate excellence in aged care advice. As clients connect with financial planners to plan for the later stages of retirement, we want them to know they’re working with the best advisers in Australia, recognised for their impact on the industry and their clients,” said Louise Biti, Director of Aged Care Steps.
There are two categories open for nomination in 2024, with advisers able to nominate themselves or another adviser or program they believe deserving of the accolade:
Aged Care Adviser of the Year
Aged Care Advice Program of the Year
‘Aged Care Adviser of the Year’ recognises an individual adviser who is deemed to have demonstrated outstanding professional commitment in providing aged care advice to older Australians and their families.
"Winning the Aged Care Steps award for Adviser of the Year reassures us that we're providing quality advice and making a real difference to the people we serve. It's not just about the numbers. Our team's 'why' is simple: Every older Australian deserves the freedom to choose how and where they live—right up to the end. To achieve this, we work closely with our clients and their families, finding creative solutions and going the extra mile."
Craig Phillips, Phillips Wealth Partners
Winner - 2023 Aged Care Adviser of the Year
The ‘Aged Care Advice Program of the Year’ category recognises an Australian adviser or financial services business that has actively advocated the promotion of aged care advice amongst their client base, referral networks, peers, or local community.
"The award was a wonderful acknowledgement that reinforced our commitment to the benefits of having a specialised aged care division. This recognition underscores our multifaceted approach, which includes offering tailored financial guidance to clients to instil confidence in their decision-making, consistently sharing our expertise with aged care facilities to emphasise the value of financial advice, and exchanging insights with fellow financial planners to empower them in supporting their clients effectively."
Andrew Biviano, Alteris Financial Group
Winner - 2023 Aged Care Advice Program of the Year
Applications are now open
Applications will be reviewed and assessed by an external panel of respected professionals, which includes Phil Anderson (GM Policy, Advocacy & Standards at FAAA) and Sue Viskovic (Founder of Elixir Consulting) both of whom were a part of the judging panel for 2023, and Andrew Inwood (Founder of CoreData Group) who joins this year’s panel.
Full details of the Awards and the nomination and application processes are available on this page.
Applications close on Friday 20 September at 6.00pm Sydney time.