The end of financial year is fast approaching. Once you get past all the build-up…
The AFA recognises advisers who sits at the very pinnacle of their profession through their annual Adviser and Practice of the Year Awards. The accolade of Adviser of the Year is awarded to extraordinary and visionary advisers, recognising qualities of leadership, innovation, customer centricity and commitment to professional excellence. This year Elliot Watson, from Elliot Watson Financial Planning, was named as one of the three finalists for Adviser of the Year.
The judging process, held over five months, started with written applications, then telephone interviews from which the top five finalists were selected. The next step involved site visits, client surveys and compliance audits. From that round of judging the top three finalists where selected to participate in the finalist showcase which involved a 15-minute presentation and a 30-minute Q&A session including a case study.
The great results of the client survey gained Elliot Watson entry into the Trusted Adviser network.
Being a named a finalist by itself is a huge achievement. Award winners will be announced at the Gala Dinner at the 2018 AFA National Adviser Conference Friday 12th October.