Aged Care Steps announces finalists for 2024 Aged Care Adviser of the Year Awards
Industry leader Aged Care Steps has announced the Finalists for this year’s ACS Aged Care Adviser of the Year Awards.
Now entering its third year, the awards continue to recognise the amazing work of Australian financial advisers in the ever-growing field of aged care advice.
“These awards play an important role in drawing attention to and celebrating excellence in aged care advice. As individuals seek out financial planners to plan their retirement, we want them to know they are collaborating with some of Australia’s best advisers, recognised for their significant influence on the industry and their clients' well-being,” said Louise Biti, Director of Aged Care Steps.
“We’re delighted to announce the 2024 finalists for both the Aged Care Adviser of the Year and the Aged Care Advice Program of the year and congratulate them all on this achievement,” continued Biti.
Advisers have been nominated under two categories:
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.
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 2024 awards were reviewed and assessed by an external panel of respected professionals comprising Phil Anderson, Sue Viskovic, and Andrew Inwood. The judges recognised the exceptional quality and calibre of the submissions and were also impressed by the volume of submissions received this year.
The 2024 Finalists are (in alphabetical order by first name):
Aged Care Adviser of the Year
Belinda Veriton – RFS Advice
Brenda Will – Bruining Partners
Craig Phillips - Phillips Wealth Partners
Dean Winfield – Planrite Advice Group
Joe Formica – Progressive Financial Solutions
Katie Spence - Sage Care Advice
Robyn Clelland – Corso Provate Wealth (Nanna’s Planners)
Zac Dodds - Muifield Financial Services
Aged Care Advice Program of the Year
Alteris Financial Group
Muirfield Financial Services
Phillips Wealth Partners
Story Wealth Management
Aged Care Steps will be announcing the winners of the awards on 21 November 2024. We wish all the finalists good luck.