UNCOVERING THE LEADERS OF TOMORROW

An awards program to uncover the leading young 30 and under executives, entrepreneurs and professionals in the banking, financial advice, funds management, accounting, superannuation, mortgages and insurance sectors.


RECOGNISING THE LEADING YOUNG PROFESSIONALS IN FINANCE

The Young Leaders in Finance Awards is an exciting program that identifies the leading young professionals who are 30 years of age and under across financial services, from business leaders and mentors to skilled investment managers, client-centric accountants, financial advisers and mortgage brokers. The winners will represent inspirational high achievers, identifying the rising thought leaders and stars of tomorrow.

The Awards offers the springboard for career progression, giving industry-wide recognition for professional competency while highlighting passion and dedication for personal advancement.

To lodge your submission please set up your account and follow the steps detailed.

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Key Dates

  • 7 March 2018 – Submissions open. Click here to lodge your submission.
  • 6 April 2018 – Submissions close 5:30pm.
  • Early May 2018 – Finalists announced and judging commences
  • 22 June 2018 - Date of event

Event Details

Venue information

Friday, 22 June 2018
Hyatt Regency Sydney
161 Sussex Street
Sydney NSW 2000

Categories

INDIVIDUAL AWARDS:

This award recognises the accountant who has most effectively shaped their business' performance and delivered value to their organisation and clients.

Eligibility

This award is open to all accountants and based on activities over the 2017 calendar year.

All entrants must be aged 30 years or younger for the duration of the work being completed between 1 January 2017 and 31 December 2017.

Submission criteria and requirements

Please answer the following questions (400 words max per question):

  • Detail your approach to your work and how it influences your actions and activities in your organisation/business.
  • Highlight the strategies and/or initiatives you have developed in your organisation, detailing their success.
  • What has been your biggest success?
  • Describe how you inspire and motivate people in your workplace and your contribution to the development of the profession.
  • Highlight any innovation attributable to you and how it has impacted your organisation.
  • Detail one major obstacle you have overcome, and how your leadership has ensured a favourable outcome.

Supporting documentation

Optional: Please include any supporting material in your submission so that the judges can consider it. This material can include references, testimonials, statistics, video, media coverage and financial or business metrics and/or statements and third-party independent data reports to support your submission.

We also encourage entrants to submit an optional short video - up to 30 seconds long - answering the question, "What does success mean to you?"

This award recognises an outstanding auditor who effectively drove revenue growth and shaped their firm's success in the 2017 calendar year, while applying a high level of accuracy and detail to their work. Along with business growth metrics, the award considers the activities, strategies and actions of the auditor in terms of best practice and driving increased revenue and efficiencies.

Eligibility

This award is open to all auditors inclusive of SMSF auditors and must have held valid registration and authorisations necessary for their field. It is based on activities over the 2017 calendar year.

All entrants must be aged 30 years or younger for the duration of the work being completed between 1 January 2017 and 31 December 2017.

Submission criteria and requirements

Please answer the following questions (400 words max per question):

  • Please provide your registered auditor number.
  • How do you ensure a comprehensive audit is undertaken with a high volume of clients?
  • How do you ensure your knowledge of law is up to date amid significant periods of reform?
  • Explain how you have met the challenges of digital disruption in auditing in 2017.
  • Detail how you have structured your work in 2017 to drive firm revenue and ensure recurring clients.
  • Outline your unique selling point/points of difference as an auditor in your field compared with your peers, and how you have created a quality service offering as a result.

Supporting documentation

Optional: Please include any supporting material in your submission so that the judges can consider it. This material can include references, testimonials, statistics, video, media coverage and financial or business metrics and/or statements and third-party independent data reports to support your submission.

We also encourage entrants to submit an optional short video - up to 30 seconds long - answering the question, "What does success mean to you?"

This award recognises an outstanding Australian bookkeeper who effectively drove revenue growth and shaped their firm's success in the 2017 calendar year.

Eligibility

This award is open to all bookkeepers in Australia. It is based on activities over the 2017 calendar year.

All entrants must be aged 30 years or younger for the duration of the work being completed between 1 January 2017 and 31 December 2017.

Submission criteria and requirements

Please answer the following questions (400 words max per question):

  • Detail how you structured your work to drive sustainable revenue growth in your practice in 2017.
  • Detail how you have promoted the profession of bookkeeping in the increasingly automated compliance environment.
  • Outline your unique selling points/points of difference compared with your peers, and how you have created or contributed to a quality business as a result.
  • Highlight innovation you have driven in your business and how this has impacted on business growth.
  • Where relevant, provide a case study that showcases your success as a bookkeeper in 2017.

Supporting documentation

Optional: Please include any supporting material in your submission so that the judges can consider it. This material can include references, testimonials, statistics, video, media coverage and financial or business metrics and/or statements and third-party independent data reports to support your submission.

We also encourage entrants to submit an optional short video - up to 30 seconds long - answering the question, "What does success mean to you?"

This award recognises the CEO who has demonstrated excellence and most effectively shaped their business' performance and delivered value to their organisation.

Eligibility

This award is open to all CEOs that work within financial services in Australia and based on activities over the 2017 calendar year.

All entrants must be aged 30 years or younger for the duration of the work being completed between 1 January 2017 and 31 December 2017.

Submission criteria and requirements

Please answer the following questions (400 words max per question):

  • Detail your approach to leadership and how it influences your actions and activities in your organisation/business.
  • Highlight the initiatives you have developed in your organisation, detailing the success of these initiatives.
  • What has been your biggest success?
  • Demonstrate the tactics and strategies used to positively shape the culture of your organisation.
  • Describe how you inspire and motivate people in your workplace and your contribution to the development of the community.
  • Highlight any innovation attributable to you and how it has impacted your organisation.
  • Detail one major obstacle you have overcome, and how your leadership ensured a favourable outcome?

Supporting documentation

Optional: Please include any supporting material in your submission so that the judges can consider it. This material can include references, testimonials, statistics, video, media coverage and financial or business metrics and/or statements and third-party independent data reports to support your submission.

We also encourage entrants to submit an optional short video - up to 30 seconds long - answering the question, "What does success mean to you?"

This award recognises the CFO who has demonstrated excellence and most effectively shaped their business' performance and delivered value to their organisation.

Eligibility

This award is open to all CFOs that work within financial services in Australia and based on activities over the 2017 calendar year.

All entrants must be aged 30 years or younger for the duration of the work being completed between 1 January 2017 and 31 December 2017.

Submission criteria and requirements

Please answer the following questions (400 words max per question):

  • What were your main objectives this year, and how did you achieve them?
  • Highlight the initiatives you have developed in your organisation, detailing the success of these initiatives.
  • What has been your biggest success?
  • Beyond cost efficiency, what investments did you make to improve your company's productivity?
  • Highlight any innovation attributable to you and how it has impacted your organisation.
  • Detail one major obstacle you have overcome, and how you ensured a favourable outcome?

Supporting documentation

Optional: Please include any supporting material in your submission so that the judges can consider it. This material can include references, testimonials, statistics, video, media coverage and financial or business metrics and/or statements and third-party independent data reports to support your submission.

We also encourage entrants to submit an optional short video - up to 30 seconds long - answering the question, "What does success mean to you?"

This award recognises the director who has most effectively shaped their business' performance and delivered value to their organisation.

Eligibility

This award is open to all board members and non-executive directors (or relevant title) that work within financial services and based on activities over the 2017 calendar year.

All entrants must be aged 30 years or younger for the duration of the work being completed between 1 January 2017 and 31 December 2017.

Submission criteria and requirements

Please answer the following questions (400 words max per question):

  • Detail your approach to leadership and how it influences your actions and activities in your organisation/business.
  • Highlight the initiatives you have developed in your organisation, detailing the success of these initiatives.
  • What has been your biggest success as a director?
  • Demonstrate the tactics and strategies used to positively shape the culture of your organisation.
  • Describe how you inspire and motivate people in your workplace and your contribution to the development of the community.
  • Highlight any innovation attributable to you and how it has impacted your organisation.
  • Detail one major obstacle you have overcome, and how your leadership ensured a favourable outcome?

Supporting documentation

Optional: Please include any supporting material in your submission so that the judges can consider it. This material can include references, testimonials, statistics, video, media coverage and financial or business metrics and/or statements and third-party independent data reports to support your submission.

We also encourage entrants to submit an optional short video - up to 30 seconds long - answering the question, "What does success mean to you?"

This award recognises the professional who has most effectively identified a business opportunity and has overseen the launch and growth of an enterprise in financial services. All relevant types of entrepreneurship will be considered - whether related to product, service, business development processes, technology, staff/client management or any other area.

Eligibility

This award is open to all individuals that have set-up a business within financial services and based on activities over the 2017 calendar year.

All entrants must be aged 30 years or younger for the duration of the work being completed between 1 January 2017 and 31 December 2017.

Submission criteria and requirements

Please answer the following questions (400 words max per question):

  • What makes you stand out as an entrepreneur in your industry?
  • How has your innovation positively impacted your organisation or industry, detailing the success of these initiatives?
  • What has been your biggest success?
  • Describe how you inspire and motivate people in your workplace and your contribution to the development of the community.
  • Detail one major obstacle you faced in the pursuit of innovation and how you overcame it?

Supporting documentation

Optional: Please include any supporting material in your submission so that the judges can consider it. This material can include references, testimonials, statistics, video, media coverage and financial or business metrics and/or statements and third-party independent data reports to support your submission.

We also encourage entrants to submit an optional short video - up to 30 seconds long - answering the question, "What does success mean to you?"

This award recognises the finance broker that best represents the industry across key factors, including, but not limited to, loan volumes, loan book growth, compliance, submission quality and customer service, as well as business processes, systems, stakeholder engagement and customer relationship abilities.

Eligibility

This award is open to all finance brokers who have been in this role since 1 July 2015 and based on activities over the 2017 calendar year.

All entrants must be aged 30 years or younger for the duration of the work being completed between 1 January 2017 and 31 December 2017.

Submission criteria and requirements

Please answer the following questions (400 words max per question):

  • Highlight how you have structured your business and offering to service the wider financial needs of consumers.
  • Demonstrate any market specialisation plus tactics, strategies and success in driving business from that sector.
  • Highlight innovation in your business and how that has impacted on business growth
  • Provide case studies or examples that showcase how you cater for the needs of clients and how that influences business success.

Supporting documentation

Optional: Please include any supporting material in your submission so that the judges can consider it. This material can include references, testimonials, statistics, video, media coverage and financial or business metrics and/or statements and third-party independent data reports to support your submission.

We also encourage entrants to submit an optional short video - up to 30 seconds long - answering the question, "What does success mean to you?"

This award recognises the financial planner/advice specialist, considering not only the delivery of best practice financial advice, but also the aptitude and acumen to build a successful, client driven advice business.

Eligibility

This award is open to any practising financial adviser and is based on activities over the 2017 calendar year. NB: Applicant must appear on ASIC's Financial Advisers Register.

All entrants must be aged 30 years or younger for the duration of the work being completed between 1 January 2017 and 31 December 2017.

Submission criteria and requirements

Please answer the following questions (400 words max per question):

  • Please provide your AFSL registration number.
  • Highlight how you have structured your business and offering to service the financial advice needs of clients - for example, business resourcing, professional development, knowledge expansion.
  • Demonstrate the tactics, strategies and success of generating business from this market segment - including conversion of existing clients, generating repeat and referred business, or other marketing campaigns to win business.
  • Provide case studies or examples that showcase how you cater for the financial advice needs of clients and how that influences business success.
  • 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.

Supporting documentation

Optional: Please include any supporting material in your submission so that the judges can consider it. This material can include references, testimonials, statistics, video, media coverage and financial or business metrics and/or statements and third-party independent data reports to support your submission.

We also encourage entrants to submit an optional short video - up to 30 seconds long - answering the question, "What does success mean to you?"

This award recognises a founder of a fintech start-up or established enterprise who can demonstrate a record of successful fintech innovation, growth and community involvement.

Eligibility

This award is open to all founders or senior executives/managers of a fintech start-up or established enterprise. It is based on activities over the 2017 calendar year.

All entrants must be aged 30 years or younger for the duration of the work being completed between 1 January 2017 and 31 December 2017.

Submission criteria and requirements

Please answer the following questions (400 words max per question):

  • Outline your experience in the fintech sector and your background in financial services or IT.
  • Provide examples of your work in building a fintech start-up (or multiple start-ups) from the ground up.
  • List challenges you have faced and how you have overcome them.
  • Explain how you have collaborated with other members of the sector to build a successful start-up.

Supporting documentation

Optional: Please include any supporting material in your submission so that the judges can consider it. This material can include references, testimonials, statistics, video, media coverage and financial or business metrics and/or statements and third-party independent data reports to support your submission.

We also encourage entrants to submit an optional short video - up to 30 seconds long - answering the question, "What does success mean to you?"

It is open to all women working in member-based associations, industry bodies and advocacy groups for financial services (including CPA, FBAA, AFA, MFAA, FPA, SMSFA, ASFA, AIST, ISA). This award is based on activities over the 2016 calendar year.

This award recognises the professional who has most effectively developed and capitalised on innovation, creating a new best practice in financial services. All relevant types of innovation will be considered - whether related to product, service, business development processes, technology, staff/client management or any other area.

Eligibility

This award is open to all individuals that work within financial services and based on activities over the 2017 calendar year.

All entrants must be aged 30 years or younger for the duration of the work being completed between 1 January 2017 and 31 December 2017.

Submission criteria and requirements

Please answer the following questions (400 words max per question):

  • What makes you stand out as an innovator in your industry?
  • How has your innovation positively impacted your organisation or industry? Please detail the success of these initiatives.
  • What has been your biggest success?
  • Detail one major obstacle you faced in the pursuit of innovation and how you overcame it?

Supporting documentation

Optional: Please include any supporting material in your submission so that the judges can consider it. This material can include references, testimonials, statistics, video, media coverage and financial or business metrics and/or statements and third-party independent data reports to support your submission.

We also encourage entrants to submit an optional short video - up to 30 seconds long - answering the question, "What does success mean to you?"

This award recognises the insurance business development professional who has most effectively helped support their business' performance and delivered value to their organisation.

Eligibility

This award is open to all insurance business development professionals that work within financial services and based on activities over the 2017 calendar year.

All entrants must be aged 30 years or younger for the duration of the work being completed between 1 January 2017 and 31 December 2017.

Submission criteria and requirements

Please answer the following questions (400 words max per question):

  • Detail your approach to business development and how it has positively influenced your organisation/business.
  • Highlight the business development initiatives you have developed in your organisation, detailing the success of these initiatives.
  • What has been your biggest success?
  • Describe how you inspire and motivate intermediaries and/or consumers and your contribution to the development of the community.

Supporting documentation

Optional: Please include any supporting material in your submission so that the judges can consider it. This material can include references, testimonials, statistics, video, media coverage and financial or business metrics and/or statements and third-party independent data reports to support your submission.

We also encourage entrants to submit an optional short video - up to 30 seconds long - answering the question, "What does success mean to you?"

This award recognises the investment business development professional who has most effectively helped support their business' performance and delivered value to their organisation.

Eligibility

This award is open to all investment business development professionals that work within financial services and based on activities over the 2017 calendar year.

All entrants must be aged 30 years or younger for the duration of the work being completed between 1 January 2017 and 31 December 2017.

Submission criteria and requirements

Please answer the following questions (400 words max per question):

  • Detail your approach to business development and how it has positively influenced your organisation/business.
  • Highlight the business development initiatives you have developed in your organisation, detailing the success of these initiatives.
  • What has been your biggest success?
  • Describe how you inspire and motivate intermediaries and/or consumers and your contribution to the development of the community.

Supporting documentation

Optional: Please include any supporting material in your submission so that the judges can consider it. This material can include references, testimonials, statistics, video, media coverage and financial or business metrics and/or statements and third-party independent data reports to support your submission.

We also encourage entrants to submit an optional short video - up to 30 seconds long - answering the question, "What does success mean to you?"

This award recognises Australia's top investment manager, considering high levels of performance in portfolio construction and investment strategy.

Eligibility

This award is open to a portfolio, fund or investment manager, researcher or associate and is based on activities over the 2017 calendar year.

All entrants must be aged 30 years or younger for the duration of the work being completed between 1 January 2017 and 31 December 2017.

Submission criteria and requirements

Please answer the following questions (400 words max per question):

  • Highlight how you have structured your business and offering to service the investment management needs of your fund/employer - for example, business resourcing, professional development, knowledge expansion.
  • Demonstrate the tactics, strategies and success of improving the performance of your fund/investment/portfolio.
  • Provide case studies or examples that showcase how you improve the performance outcomes of investors and how that influences business success.
  • 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.

Supporting documentation

Optional: Please include any supporting material in your submission so that the judges can consider it. This material can include references, testimonials, statistics, video, media coverage and financial or business metrics and/or statements and third-party independent data reports to support your submission.

We also encourage entrants to submit an optional short video - up to 30 seconds long - answering the question, "What does success mean to you?"

This award recognises the legal counsel working within a business or organisation for financial services who has showcased commitment to securing transactions and ensuring outstanding financial outcomes for their organisation. It includes lawyers who work in all types of Australian-operated banking and finance organisations, from the big four and top-tiers to regional financial institutions, mutual banks and insurance organisations.

Eligibility

This award is open to all lawyers who have been employed by a banking and finance organisation that has operated in Australia for at least two full financial years. To be eligible for this award, the lawyer must describe how he/she has ensured favourable outcomes for their business/organisation based on activities over the 2017 calendar year.

All entrants must be aged 30 years or younger for the duration of the work being completed between 1 January 2017 and 31 December 2017.

Submission criteria and requirements

Please answer the following questions (400 words max per question):

  • Detail the most significant deals or cases that you have been involved in on behalf of your organisation.
  • How did you overcome challenges that emerged in completing the transaction(s) or outcome?
  • What was the significance of the transaction(s) for your organisation and how did this impact your career? Include financial or other relevant metrics.
  • How have you demonstrated leadership and creativity in your role?

Supporting documentation

Optional: Please include any supporting material in your submission so that the judges can consider it. This material can include references, testimonials, statistics, video, media coverage and financial or business metrics and/or statements and third-party independent data reports to support your submission.

We also encourage entrants to submit an optional short video - up to 30 seconds long - answering the question, "What does success mean to you?"

This award recognises the lending business development professional who has most effectively helped support their business' performance and delivered value to their organisation.

Eligibility

This award is open to all lending business development professionals that work within financial services and based on activities over the 2017 calendar year.

All entrants must be aged 30 years or younger for the duration of the work being completed between 1 January 2017 and 31 December 2017.

Submission criteria and requirements

Please answer the following questions (400 words max per question):

  • Detail your approach to business development and how it has positively influenced your organisation/business.
  • Highlight the business development initiatives you have developed in your organisation, detailing the success of these initiatives.
  • What has been your biggest success?
  • Describe how you inspire and motivate intermediaries and/or consumers and your contribution to the development of the community.

Supporting documentation

Optional: Please include any supporting material in your submission so that the judges can consider it. This material can include references, testimonials, statistics, video, media coverage and financial or business metrics and/or statements and third-party independent data reports to support your submission.

We also encourage entrants to submit an optional short video - up to 30 seconds long - answering the question, "What does success mean to you?"

This award recognises the marketing professional from an agency who has effectively demonstrated their role servicing client requirements and meeting the client's business needs, along with growing both their personal reputation and their company's presence.

Eligibility

This award is open to all marketing professionals from an agency that serves clients predominantly within financial services and based on activities over the 2017 calendar year.

All entrants must be aged 30 years or younger for the duration of the work being completed between 1 January 2017 and 31 December 2017.

Submission criteria and requirements

Please answer the following questions (400 words max per question):

  • Detail your approach to marketing and how it has positively influenced your client's business.
  • Highlight the marketing initiatives you have developed in your client's business, detailing the success of these initiatives.
  • What has been your biggest success?
  • What has been your biggest marketing challenge and how did you overcome it?

Supporting documentation

Optional: Please include any supporting material in your submission so that the judges can consider it. This material can include references, testimonials, statistics, video, media coverage and financial or business metrics and/or statements and third-party independent data reports to support your submission.

We also encourage entrants to submit an optional short video - up to 30 seconds long - answering the question, "What does success mean to you?"

This award recognises the in-house marketing professional who has effectively demonstrated their role within the organisation, meeting business needs, along with growing both their personal reputation and their company's presence.

Eligibility

This award is open to all in-house marketing professionals that work within financial services and based on activities over the 2017 calendar year.

All entrants must be aged 30 years or younger for the duration of the work being completed between 1 January 2017 and 31 December 2017.

Submission criteria and requirements

Please answer the following questions (400 words max per question):

  • Detail your approach to marketing and how it has positively influenced your organisation.
  • Highlight the marketing initiatives you have developed in your organisation, detailing the success of these initiatives.
  • What has been your biggest success?
  • Describe how you inspire and motivate people in your workplace and your contribution to the development of the community.

Supporting documentation

Optional: Please include any supporting material in your submission so that the judges can consider it. This material can include references, testimonials, statistics, video, media coverage and financial or business metrics and/or statements and third-party independent data reports to support your submission.

We also encourage entrants to submit an optional short video - up to 30 seconds long - answering the question, "What does success mean to you?"

This award recognises the mortgage broker that best represents the industry across key factors, including, but not limited to, loan volumes, loan book growth, compliance, submission quality and customer service, as well as business processes, systems, stakeholder engagement and customer relationship abilities.

Eligibility

This award is open to all mortgage brokers who have been in this role since 1 July 2015 and based on activities over the 2017 calendar year.

All entrants must be aged 30 years or younger for the duration of the work being completed between 1 January 2017 and 31 December 2017.

Submission criteria and requirements

Please answer the following questions (400 words max per question):

  • Highlight a planned and successfully-executed business building strategy.
  • Demonstrate a market-leading/best-practice approach to customer service and how that increases mortgage volumes.
  • Highlight innovation in your business and how that has supported business growth.
  • Provide case studies or examples that showcase how they cater for the needs of clients and how that influences business success.

Supporting documentation

Optional: Please include any supporting material in your submission so that the judges can consider it. This material can include references, testimonials, statistics, video, media coverage and financial or business metrics and/or statements and third-party independent data reports to support your submission.

We also encourage entrants to submit an optional short video - up to 30 seconds long - answering the question, "What does success mean to you?"

This award recognises the principal or SME owner who has most effectively shaped their business' performance and delivered value to their organisation. A small-to-medium business is defined as a business with less than 200 employees.

Eligibility

This award is open to all principals and SME owners (or relevant title) that work within financial services and based on activities over the 2017 calendar year.

All entrants must be aged 30 years or younger for the duration of the work being completed between 1 January 2017 and 31 December 2017.

Submission criteria and requirements

Please answer the following questions (400 words max per question):

  • Detail your approach to leadership and how it influences your actions and activities in your organisation/business.
  • Detail what sets your business apart from your competitors.
  • Highlight the initiatives you have developed in your organisation, detailing the success of these initiatives.
  • What has been your biggest success?
  • Demonstrate the tactics and strategies used to positively shape the culture of your organisation.
  • Describe how you inspire and motivate people in your workplace and your contribution to the development of the community.
  • Highlight any innovation attributable to you and how it has impacted your organisation.
  • Detail one major obstacle you have overcome, and how your leadership ensured a favourable outcome?

Supporting documentation

Optional: Please include any supporting material in your submission so that the judges can consider it. This material can include references, testimonials, statistics, video, media coverage and financial or business metrics and/or statements and third-party independent data reports to support your submission.

We also encourage entrants to submit an optional short video - up to 30 seconds long - answering the question, "What does success mean to you?"

This award recognises the public relations/communications professional from an agency who has effectively demonstrated their role servicing client requirements and meeting the client's business needs, along with growing both their personal reputation and their company's presence.

Eligibility

This award is open to all public relations and communications professionals from an agency that services clients predominantly within financial services and based on activities over the 2017 calendar year.

All entrants must be aged 30 years or younger for the duration of the work being completed between 1 January 2017 and 31 December 2017.

This award recognises the in-house public relations/communications professional who has effectively demonstrated their role within the organisation, meeting business needs, along with growing both their personal reputation and their company's presence.

Eligibility

This award is open to all in-house public relations and communications professionals that work within or on behalf of financial services and based on activities over the 2017 calendar year.

All entrants must be aged 30 years or younger for the duration of the work being completed between 1 January 2017 and 31 December 2017.

Submission criteria and requirements

Please answer the following questions (400 words max per question):

  • Detail your approach to public relations and communications and how it has positively influenced your organisation.
  • Highlight the public relations/communications initiatives you have developed in your organisation, detailing the success of these initiatives.
  • What has been your biggest success?
  • Describe how you inspire and motivate people in your workplace and your contribution to the development of the community.

Supporting documentation

Optional: Please include any supporting material in your submission so that the judges can consider it. This material can include references, testimonials, statistics, video, media coverage and financial or business metrics and/or statements and third-party independent data reports to support your submission.

We also encourage entrants to submit an optional short video - up to 30 seconds long - answering the question, "What does success mean to you?"

This award recognises the regional leader who has most effectively shaped their business' performance and delivered value to their organisation. Regional Australia includes all of the towns, small cities and areas that lie beyond the major capital cities (Sydney, Melbourne, Brisbane, Perth, Adelaide and Canberra).

Eligibility

This award is open to all regional professionals that work within financial services in Australia and based on activities over the 2017 calendar year.

All entrants must be aged 30 years or younger for the duration of the work being completed between 1 January 2017 and 31 December 2017.

Submission criteria and requirements

Please answer the following questions (400 words max per question):

  • Where are you based?
  • Detail your approach to leadership and how it influences your actions and activities in your organisation/business.
  • Highlight the initiatives you have developed in your organisation, detailing the success of these initiatives
  • What has been your biggest success?
  • Demonstrate the tactics and strategies used to positively shape the culture of your organisation
  • Describe how you inspire and motivate people in your workplace and your contribution to the development of the community.
  • Highlight any innovation attributable to you and how it has impacted your organisation.
  • Detail one major obstacle you have overcome, and how your leadership ensured a favourable outcome?

Supporting documentation

Optional: Please include any supporting material in your submission so that the judges can consider it. This material can include references, testimonials, statistics, video, media coverage and financial or business metrics and/or statements and third-party independent data reports to support your submission.

We also encourage entrants to submit an optional short video - up to 30 seconds long - answering the question, "What does success mean to you?"

This award recognises the most outstanding professional dedicated to the consistent provision of quality, robust SMSF advice. It considers the professional development, expertise and strategies of the adviser in servicing and maintaining their SMSF clients.

Eligibility

This award is open to all financial planners and/or accountants who were licensed and operating under a full AFSL and is based on activities in the 2017 calendar year.

All entrants must be aged 30 years or younger for the duration of the work being completed between 1 January 2017 and 31 December 2017.

Submission criteria and requirements

Please answer the following questions (400 words max per question):

  • Please provide your registered AFSL number.
  • Detail your approach to your role as a SMSF adviser and how it influences your actions and activities in your organisation/business.
  • What has been your biggest success in SMSF advice?
  • How have you ensured that you are across the latest round of legislative and regulatory changes for your SMSF clients?
  • Describe how you ensure your SMSF-related education is kept up to date.
  • How have you ensured recurring SMSF clients for your practice?

Supporting documentation

Optional: Please include any supporting material in your submission so that the judges can consider it. This material can include references, testimonials, statistics, video, media coverage and financial or business metrics and/or statements and third-party independent data reports to support your submission.

We also encourage entrants to submit an optional short video - up to 30 seconds long - answering the question, "What does success mean to you?"

This award recognises the thought leader who has most effectively shaped their business' performance and delivered value to their organisation. This professional can clearly articulate the desired direction of the industry and draw upon best practice from other relevant industries and markets to champion growth and development of the sector.

Eligibility

This award is open to all professionals that work within financial services and based on activities over the 2017 calendar year.

All entrants must be aged 30 years or younger for the duration of the work being completed between 1 January 2017 and 31 December 2017.

Submission criteria and requirements

Please answer the following questions (400 words max per question):

  • Detail your approach to thought leadership and how it influences your industry and/or organisation.
  • Demonstrate how you have been recognised as a thought leader in the industry.
  • What has been your biggest success?
  • Demonstrate the tactics and strategies used to positively shape the culture of your industry and/or organisation.
  • Describe how you inspire and motivate people in your workplace and your contribution to the development of the community

Supporting documentation

Optional: Please include any supporting material in your submission so that the judges can consider it. This material can include references, testimonials, statistics, video, media coverage and financial or business metrics and/or statements and third-party independent data reports to support your submission.

We also encourage entrants to submit an optional short video - up to 30 seconds long - answering the question, "What does success mean to you?"

GROUP AWARDS

This award recognises the business that is providing its employees or a client's employees with the most effective and diverse training programs relevant to the industry. This award will highlight the training and education that sets the business ahead of the pack.

Eligibility

This award is open to all businesses based in financial services and based on activities over the 2017 calendar year.

Submission criteria and requirements

Please answer the following questions (400 words max per question):

  • Highlight how your training/education programs support business development.
  • Demonstrate the application of proven/best practice training and education disciplines in the context of an employee of your business.
  • Highlight innovation in your training programs and use of new technical training and education developments, including, but not limited to, the web and other technological platforms.
  • Provide case studies or examples that highlight success in the areas mentioned above.

Optional: Please include any supporting material in your submission so that the judges can consider it. This material can include references, testimonials, statistics, video, media coverage and financial or business metrics and/or statements and third-party independent data reports to support your submission.

This award recognises business in Australia that demonstrated the most effective graduate development program. Developing staff at the outset of their career is key to ensuring their own success, and also significantly boosts their chances of being a productive and valued employee. Based on graduate development initiatives, this award considers how the business develops and retains quality staff through a structured development program.

Eligibility

This award is open to all businesses based in financial services and based on activities over the 2017 calendar year.

Submission criteria and requirements

Please answer the following questions (400 words max per question):

  • Detail your structured approach to graduate development and outline the graduate development program your firm had in place throughout 2017.
  • Demonstrate how your business' graduate program differs from others. Detail innovative thinking in the area of graduate development
  • Highlight how you have used your graduate program to attract top talent to your firm.
  • Detail the processes you have in place to review your graduate program and ensure it continues to best meet the needs of your employees.

Optional: Please include any supporting material in your submission so that the judges can consider it. This material can include references, testimonials, statistics, video, media coverage and financial or business metrics and/or statements and third-party independent data reports to support your submission.

This award recognises the recruitment firm for the financial services industry that demonstrated a commitment to the promotion of young talent and gender equality within the financial services sectors. It will consider innovation, market insight and profitability, taking into account tangible benefits to business partnerships and relationships.

Eligibility

This award is open to all recruitment firms servicing financial services and based on activities over the 2017 calendar year.

Submission criteria and requirements

Please answer the following questions (400 words max per question):

  • Describe your approach to the recruitment of young talent within the financial services sector.
  • How did you positively engage young people to join the financial services during the 2017 calendar year? Use specific examples, including evidence and statistics where relevant (i.e. business growth metrics, improved engagement, better retention/referred business).
  • What has been your greatest achievement in recruiting young people within financial services?
  • Outline your strategy - highlighting the aims, objectives and tactics - for developing/strengthening a recruitment program for young talent in the coming two years.
  • Provide testimonials highlighting the success of your young talent recruitment policy where relevant.

Optional: Please include any supporting material in your submission so that the judges can consider it. This material can include references, testimonials, statistics, video, media coverage and financial or business metrics and/or statements and third-party independent data reports to support your submission.


Chosen from the winners of the individual award categories, this award recognises this year's top performer. This individual received consistently high scores from all the judges, highlighting excellence in the business of finance coupled with a true passion for the industry.