Innovator of the Year (Individual)

Category Description

This award highlights the individual who has best developed and capitalised on innovation – whether it’s related to advice delivery, client engagement, portfolio construction, service, business development, technology, staff/client management, or any other relevant area.

This is an individual award that is open to any independent or non-aligned financial adviser and is based on the period from 1 January 2016 to 31 December 2016.

NB: Applicant must appear on ASIC Financial Advisers Register.

Assessment Criteria
Submissions will be judged on their responses to the following:

  1. Highlight your innovation and why it is a new development or way of thinking/operating. 
  2. Demonstrate how the innovation has improved your business, not just limited to financial gains.
  3. Highlight the rationale or development behind the innovation and how it has overcome a problem or supported a perceived opportunity.
  4. Provide case studies or examples that support the success of the innovation.
  5. Evidence any financial or business metrics and/or statements with supporting documentation, including audited statements, third party independent data reports or client/partner endorsements and testimonials.

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Innovator of the Year (Individual)
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