Stand and be recognised
Attending the Association of Financial Advisers (AFA) Annual Conference on the Gold Coast over the last few days in October, ifa magazine was fortunate to experience a milestone event of the first female planner to receive the coveted Australian Adviser of the Year award.
The award, which celebrates its 10-year anniversary this year, recognises client service, quality leadership and innovation in the financial planning industry.
As the first female to win this accolade, Olivia Maragna from Queensland-based Aspire Retire Financial Services, represents the new guard of financial planners and the professional that best exemplifies the evolving industry sector.
“We’ve always been committed to making a real difference to our clients and that’s borne out of our high percentage of word-of-mouth referrals. When you make a difference to someone’s life, they just end up talking about you to their friends and family,” she said.
Ms Maragna attributed her success to her unwavering focus on “delivering more than just financial planning”.
She was one of six finalists in the running for the award, which involved a rigorous judging process of client surveys, plus benchmarking against other advisers in the industry.
The winner was announced at the AFA’s Annual Conference at RACV Royal Pines Resort on the Gold Coast on 30 October.
Government announces royal commission road map
The government’s royal commission road map has been released to the public to ...
Super reforms don't go far enough: ISA
New legislation attempting to close a loophole estimated to cost Australians $1....
Adviser portal launched by WA Super
WA Super has launched a new digital adviser portal in a proactive move to better...