Women in Financial Services Awards 2018

The Women in Financial Services awards celebrate financial services professionals who have delivered excellent performance in their respective fields and contributed to the advancement of women in both their organisations and the industry.

 

 

The awards are divided into two groups for achievement and advocacy.   

ACHIEVEMENT AWARDS acknowledge women who have excelled professionally in their fields within financial services. Our expert judging panel will use their considerable industry experience to evaluate what defines ‘performance’ within each award category in this group.

  • Financial Planner of the Year
  • Investment Professional of the Year
  • Superannuation Executive of the Year
  • Funds Management Executive of the Year
  • Life/Risk Insurance Executive of the Year
  • BDM of the Year
  • Marketing/Communications Professional of the Year
  • Innovator of the Year

 

ADVOCACY AWARDS reward financial services professionals, regardless of gender, who have proactively helped advance women within the industry. They could have, for example, supported women into senior positions or helped create a female-friendly work environment and culture.

  • Mentor Award
  • Advocate of the Year
  • Employer of the Year

 

We also have two awards that stand above all the categories

  • Rising Star
  • Woman of the Year

 

 


Event details:

Date:6 September 2018
Time:  6.00pm to late
VenueFour Seasons Hotel, Sydney
Dress Code: Lounge Suit

 

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Categories

The Women in Financial Services awards celebrate financial services professionals who have delivered excellent performance in their respective fields and contributed to the advancement of women in both their organisations and the industry.
The awards are divided into two groups for achievement and advocacy. 

Financial Planner of the Year

The judges will be looking at performance, contribution and commitment to industry and leadership.

Investment Professional of the Year

This award will recognise an outstanding professional working in the financial services industry. The judges will be looking at performance and contribution and commitment to the industry.

Superannuation Executive of the Year

This award will recognise an outstanding professional working in the superannuation industry. 
The judges will be looking at performance and contribution and commitment to the industry.

BDM of the Year

We are looking for exceptional female business development managers working in any sector of the industry, like life insurance, funds management or even technology
The judges will be looking at performance and demonstrated contribution and commitment to the industry.

Funds Management Executive of the Year

This award will recognise an outstanding executive working in the funds management industry.
The judges will be looking at performance and contribution and commitment to the industry.

Life/Risk Insurance Executive of the Year

This award will recognise an outstanding professional working in the life/risk insurance sector.
The judges will be looking at performance and contribution and commitment to the industry.

Marketing/Communications Professional of the Year

This award is calling for nominations from women who have spearheaded a notable marketing, PR or communications campaign for a company, organisation or association in financial services.
The judges will be looking at performance, demonstrated contribution and commitment to the industry, use of marketing/communications to promote the industry.

Innovator of the Year

Money Management’s Innovator award is designed to recognise women who have helped drive fundamental changes in the Australian financial services industry whether it be in the platforms space, the delivery of robo advice, planning software or customer relationship management.
The judges will be looking at leadership, ingenuity and creativity of innovation, effectiveness of innovation and impact of innovation on the financial services industry or its clients.

Mentor of the Year

This award recognises talented managers within organisations who have actively and successfully shaped the careers of others within the Australian financial services industry. Any team leader is eligible for this award.
Judges will be looking at leadership in the financial services industry, proactive commitment to mentoring women and effectiveness of mentoring.

Employer of the Year

This award aims to recognise those companies that have proactively sought to achieve diversity and gender balance in the workplace. 
The judges will be looking for proactive commitment and innovation in achieving diversity and gender equity in their business, commitment to both recruiting and advancing women to senior positions, commitment and innovation in creating a flexible workplace for women.

Advocate of the Year

This award acknowledges someone who may not have advocated the advancement of women in a single tangible way as in the above awards, but has done so consistently and effectively in multiple or less obvious ways.
Judges will be looking for someone who is proactively championing the advancement of women within the industry, whether that is within their organisation or in financial services broadly. 

Rising Star

The Rising Star Award is open to all women who are in their first five years of working within the financial services industry.
The judges will make a decision based on the nominee's performance, achievement, and commitment to both their career within financial services and clients thus far.

 

Woman of the Year

The Woman of the Year award will recognise an inspiring female leader in the financial services industry who has challenged, influenced or even changed the culture of this sector.
All nominations from the other categories are considered for this award in addition to open nominations. The judges also have the discretion to consider any women that may not have been nominated but that they feel are worthy of the title.
The judges will be looking for a woman who has excelled throughout her careerin terms of performance. She will have demonstrated leadership, shown strong commitment to the industry, and actively fought for the advancement of women within the financial services

Finalists

FINANCIAL PLANNER OF THE YEAR

Anne Graham, Story Wealth Management

Dominique Bergel-Grant, Leapfrog LIFE

Barie Barolli, Commonwealth Financial Planning

Felicity Cooper, Cooper Wealth Management

Dawn Thomas, Wealthwise

Joanna Ryan, Lumix Wealth

Sarah Donald, Henry Financial Group

Simone Vanden-Driesen, Leishman Financial Services

Maggie Tagg, Citadel Wealth Solutions

 

Sponsored by:

INVESTMENT PROFESSIONAL OF THE YEAR

Angela Ashton, Evergreen Consultants

Kim Bowater, Frontier Advisors

Nikki Panagopoulos, Australian Unity

SUPERANNUATION EXECUTIVE OF THE YEAR

Quyen Truong, WA Super

Jennifer Dean, Aon Australia

Sharnie Barabas, Australian Catholic Superannuation

 

Sponsored by:

FUNDS MANAGEMENT EXECUTIVE OF THE YEAR

Cheree Pedley, La Trobe Financial

Kathleen Yeung, Qualitas

LIFE/RISK INSURANCE EXECUTIVE OF THE YEAR

Tracey Crowe, BT Financial Group

Fiona Macgregor, TAL

Melissa Heyhoe, MLC Life Insurance

BDM OF THE YEAR

Blanca Altamirano, BT Financial Group

Amy Parsons, TAL

Aisha Wenham, Colonial First State

Scarlett Dorney, BlackRock

Veri Gravina, BT Financial Group

Louisa Chin, Colonial First State

Jeannene O'Day, CFSGAM

MARKETING/COMMUNICATIONS PROFESSIONAL OF THE YEAR

Kelly Brown, ANZ Wealth

Madeleine Gasparinatos, Grow Super

Caterina Nesci, La Trobe Financial

Zoe Winther, Pickford Media

INNOVATOR OF THE YEAR

Natasha Fenech, SuperConcepts

Samantha Clarke, Advice RegTech

Rebecca Firns, Compare Your Life

MENTOR AWARD

Jamie Luxton, Wealthwise

Joseph Hoe, Wealthwise

Sally Melbourne, Australian Unity

EMPLOYER OF THE YEAR

AIA

FPA

Cbus

TAL

Rice Warner

Aspire Retire

ADVOCATE OF THE YEAR

Bev Christou, La Trobe Financial

Mary Delahunty, HESTA

Anne Hoare, TAL

Dawn Thomas, Wealthwise

RISING STAR

Hayley Pilkington, Sinclair Wilson

Celine Ng, TAL

Jorden Lam, HESTA

Deline Jacovides, Aspire Retire

Azaria Bell, Stonehouse Group

Sunitha Chamala, Elston

Donna Nicklin, Ignition Wealth

Leonie Dawson, Bridges Financial Services

Mariana Subasic, Tribeca Financial