The Association of Financial Advisers (AFA) and TAL have announced the semi-finalists in the 2016 AFA Female Excellence in Advice Award.
Developed in 2011 as a joint initiative by the AFA and TAL, the Award recognises and showcases the talents and contributions of women in financial advice to their clients, community and profession. The Award criteria includes assessment of the candidates’ contributions to financial literacy in the community and/or campaigns targeted specifically at helping female clients take control of their financial lives.
AFA CEO, Brad Fox, said the Award is a reflection of the AFA’s commitment to continue to generate and encourage positive change in the financial advice sector, with women constantly being encouraged to enter the advice profession.
“The AFA is immensely proud of this Award, the calibre of entrants it attracts, and ultimately the finalists and in particular the winner. Our profession is going through significant change, and to see more women advisers coming through providing great advice to Australians is very important from a diversity perspective.”
When asked about her business and contribution to the financial services industry, Karen Vickers proudly explained, “My primary business is ARC Wealth, a financial advisory service to an established core of clients. From the strength and security of ARC Wealth I am building an online platform, Your Spending Plan, which educates and guides people through a series of educational courses to take control of their money and spending. These courses are aimed at guiding individuals to take ownership of their financial security, through courses of basic understanding of their money and then onto more sophisticated courses guiding them to their own financial management and wealth building.”
Your Wealth Vault courses are designed to help Australians understand how their money works and what they can put in place to manage their finances whether that is for day to day survival, or wealth creation.
The finalists for the AFA Female Excellence in Advice Award winner will be announced at the AFA National Adviser Conference in Canberra from 5-7 October, 2016.