FAAA Awards 2026

Celebrating excellence in advice

The FAAA Awards are designed to recognise members who deliver the highest standards of professionalism and trusted advice to Australian consumers, as well as those who have gone above and beyond to support their local community through pro bono and volunteer work. Now more than ever, we want to shine the light on the positive, life-changing advice that FAAA members give to their clients.  

Nominate your peers

Nominating a peer is a meaningful way to recognise outstanding professionals within the advice community and encourage them to showcase their achievements through the FAAA Awards. A peer nomination often provides the motivation for individuals to take the first step in applying, helping to highlight excellence, dedication, and contribution across the profession. By taking a few moments to nominate someone you respect, you play an important role in celebrating their impact and supporting the continued growth and recognition of our industry.

Peer nominations open on Thursday 4 June and Individual award submissions will open on Thursday 2 July.

Past award finalists have shared that receiving a nomination from their peers significantly boosted their confidence. This acknowledgment not only encourages applicants to put themselves forward but also validates their hard work and dedication. Your nomination can serve as a powerful recognition of the contributions being made to the financial advice profession and inspire others to continue striving for excellence.

To maximize the impact of your nomination, be sure to include specific details that highlight why you believe this person is deserving of the award. Describe their outstanding achievements, innovative ideas, or significant contributions to your team, organisation, the profession, or the community.

Nominating your peers fosters a culture of recognition and appreciation within your organisation, the profession, and the advice community. Recognising others’ accomplishments can lead to higher morale, increased motivation, and a stronger sense of belonging.

Being nominated for an award can open new opportunities for professional growth and development. It can enhance the nominee’s visibility within the organisation and profession, potentially leading to career advancement, networking opportunities, and invitations to participate in important projects or events.

To submit a compelling nomination, include specific examples that illustrate the nominee’s professional attributes and achievements. Highlight their unique contributions, leadership qualities, and the positive impact they have had on your team, organisation, the profession, or the community. A detailed and considered nomination, which will only be shared with your nominee and the FAAA Awards team, helps to ensure that your nominee feels confident to apply for an award whilst receiving the recognition they deserve. 

Follow these steps to nominate a peer:

  1. Click the Nominate Now button below
  2. Click ‘Submit Your Entry’ (top right corner).
  3. Select the award category – “Nominate your peer”.
  4. Complete the nomination form, including specific examples of the nominee’s achievements and professional attributes.
  5. Submit your nomination.

 

What happens next:

  • The nominee will be notified and invited to complete their Submssion which opens 2 July.
  • Nominees must submit their own Submission by Thursday 30 July to be considered by the judges.
  • Each nominee may apply for one award category only.

 

Key dates:

  • Nominations close: Thursday 25 June 2026

 

Important information:

  • Nominees must be FAAA members.
  • All nominations are shared with the nominee and handled in line with the FAAA Privacy Policy.

Timeline

Award Categories

This category recognises CFP® professionals who have delivered best practice advice that has led to superior client outcomes. Awards in this category will recognise worthy CFP® professionals who have demonstrated the highest professional standards embodied by an FAAA member.

  • You hold CFP® practitioner status.
  • You provide advice face-to-face (in-person or virtually) to clients.
  • You have a clear compliance record.
  • The 2025 FAAA Award winner is unable to apply in the same category again in 2026.
  • Award judges for the 2024 and 2025 Awards program cannot apply for the award category they judged in 2026.
  • Current FAAA Board Directors cannot participate in the FAAA Awards process. This includes staff employed by and Practices owned by current Directors, where the Board Director is the owner of the Business or Practice Principal.
  • Former Board Directors are unable to participate for at least one year after retiring from the Board. This includes the staff of former Directors, who are also not eligible for at least one year following the Director’s retirement date if the Board Director is the owner of the Business or Practice Principal.

Proudly presented by

Financial Advice Association Australia (FAAA) logo

This category that recognises the top-performing FAAA Professional Practice Program participant that demonstrates excellence in supporting their advisers to deliver better client outcomes.

  • The practice is a current FAAA Professional Practice and was subscribed to the program for the full 12 months ending 30 June 2025.
  • The practice has a clear compliance record.
  • The 2025 FAAA Award winner is unable to apply in the same category again in 2026.
  • Award judges for the 2024 and 2025 Awards program cannot apply for the award category they judged in 2026.
  • Current FAAA Board Directors cannot participate in the FAAA Awards process. This includes staff employed by and Practices owned by current Directors, where the Board Director is the owner of the Business or Practice Principal.
  • Former Board Directors are unable to participate for at least one year after retiring from the Board. This includes the staff of former Directors, who are also not eligible for at least one year following the Director’s retirement date if the Board Director is the owner of the Business or Practice Principal.

Proudly presented by

Financial Advice Association Australia (FAAA) logo

The Gen Next Rising Star of the Year award recognises current FAAA members in their first 4 years of practice in the profession or first 6 years of employed in the advice sector, who have demonstrated outstanding achievements and commitment in that time and have shown dedication to the financial planning profession and the FAAA community.

  • Open to current FAAA members within their first 4 years registered with the FAR (First provided advice after 1 January 2022).
  • OR employed in a role within the profession for less than 6 years (if not currently registered on the FAR).
  • If a practising adviser, you provide advice face-to-face (in-person or virtually) to clients and you have a clear compliance record.
  • The 2025 FAAA Award winner is unable to apply in the same category again in 2026.
  • Award judges for the 2024 and 2025 Awards program cannot apply for the award category they judged in 2026.
  • Current FAAA Board Directors cannot participate in the FAAA Awards process. This includes staff employed by and Practices owned by current Directors, where the Board Director is the owner of the Business or Practice Principal.
  • Former Board Directors are unable to participate for at least one year after retiring from the Board. This includes the staff of former Directors, who are also not eligible for at least one year following the Director’s retirement date if the Board Director is the owner of the Business or Practice Principal.

Proudly presented by

Financial Advice Association Australia (FAAA) logo

This category recognises outstanding women in financial advice who have delivered best practice advice that has led to superior client outcomes. Awards in this category will recognise the achievement of advice practitioners who reflect a commitment to excellence and demonstrate the highest professional standards to deliver better client outcomes.

  • Open to current FAAA members, this award category recognises outstanding women in financial advice.
  • You provide advice face-to-face in-person or virtually to clients.
  • You have a clear compliance record.
  • The 2025 FAAA Award winner is unable to apply in the same category again in 2026. Award judges for the 2024 and 2025 Awards program cannot apply for the award category they judged in 2026.
  • Current FAAA Board Directors cannot participate in the FAAA Awards process. This includes staff employed by and Practices owned by current Directors, where the Board Director is the owner of the Business or Practice Principal.
  • Former Board Directors are unable to participate for at least one year after retiring from the Board. This includes the staff of former Directors, who are also not eligible for at least one year following the Director’s retirement date if the Board Director is the owner of the Business or Practice Principal.

Proudly sponsored by

This category recognises practitioner members who are current Advice Practitioner and Financial Planner AFP® members (excluding CFP® professional and Provisional Adviser members), and who have delivered best practice advice that has led to superior client outcomes. Awards in this category are intended to encourage and recognise the achievement of practitioner members who reflect a commitment to excellence by demonstrating higher standards and a commitment to professional development, including a clear path to achieving CFP® certification.

  • You must be a current FAAA Practitioner/Financial Planner AFP® Member and must not hold CFP® professional or Provisional Adviser membership.
  • You provide advice face-to-face in-person or virtually to clients.
  • You have a clear compliance record.
  • The 2025 FAAA Award winner is unable to apply in the same category again in 2026.
  • Award judges for the 2024 and 2025 Awards program cannot apply for the award category they judged in 2026.
  • Current FAAA Board Directors cannot participate in the FAAA Awards process. This includes staff employed by and Practices owned by current Directors, where the Board Director is the owner of the business or Practice Principal.
  • Former Board Directors are unable to participate for at least one year after retiring from the Board. This includes the staff of former Directors, who are also not eligible for at least one year following the Director’s retirement date if the Board Director is the owner of the Business or Practice Principal.

Proudly sponsored by

This category recognises practitioner members (including CFP Professional members) who specialise in risk-related advice and have delivered best practice advice that has led to superior client outcomes. Awards in this category are intended to encourage and recognise the achievement of practitioner members who reflect a commitment to excellence and high professional standards through a deep knowledge of risk management strategies and products.

  • You must be a current FAAA CFP professional or practitioner
  • At least 70% of the advice you provide must be focused on advice related to risk mitigation strategies.
  • You have a clear compliance record.
  • The 2025 FAAA Award winner is unable to apply in the same category again in 2026.
  • Award judges for the 2024 and 2025 Awards program cannot apply for the award category they judged in 2026.
  • Current FAAA Board Directors cannot participate in the FAAA Awards process. This includes staff employed by and Practices owned by current Directors, where the Board Director is the owner of the business or Practice Principal.
  • Former Board Directors are unable to participate for at least one year after retiring from the Board. This includes the staff of former Directors, who are also not eligible for at least one year following the Director’s retirement date if the Board Director is the owner of the Business or Practice Principal.

Proudly sponsored by

The University Student of the Year award recognises a student enrolled in a financial planning related course in a tertiary institution or equivalent (or who graduated within the last three months) who has demonstrated outstanding achievements and commitment to their studies and shown dedication to the financial planning profession and the FAAA Community.

  • You must be a current FAAA Student member.
  • You must be studying an approved financial planning degree or completing a financial planning major within an approved finance, business, or commerce degree, or have graduated from that degree within 3 months of submitting the application.
  • The 2025 FAAA Award winner is unable to apply in the same category again in 2026.
  • Award judges for the 2024 and 2025 Awards program cannot apply for the award category they judged in 2026.
  • Current FAAA Board Directors cannot participate in the FAAA Awards process. This includes staff employed by and Practices owned by current Directors, where the Board Director is the owner of the Business or Practice Principal.
  • Former Board Directors are unable to participate for at least one year after retiring from the Board. This includes staff of former Directors, who are also not eligible for at least one year following the Director’s retirement date, if the Board Director is the owner of the Business or Practice Principal.

Proudly sponsored by

Winners Benefits

Prizes

FAAA MEMBERSHIP 2027/28

The winner of each category will receive complimentary FAAA membership in FY28 (for the Professional Practice of the Year winner, the FY28 Professional Practice renewal fee would be complimentary).

$1,000 PRIZE POOL

Individual winners only: $1,000 voucher towards airfares and accommodation to attend the 2027 FAAA Congress.

Professional Practice: $1,000 voucher for a representative from the practice to attend the 2027 FAAA Congress.

TROPHY

Physical trophy included. (For Winners and Finalists)

Marketing and Events

MEDIA COVERAGE

FAAA Award winners receive press opportunities. We have had a wide range of key industry media partners covering the 2026 winners.

SOCIAL MEDIA COVERAGE

FAAA Award winners will be promoted to the FAAA’s dedicated following of over 25,000 followers on social media.

OPPORTUNITIES TO PRESENT AT FAAA EVENTS

Depending on the agenda, award winners may be eligible to present as part of the FAAA Roadshow and/or via targeted webinars/podcasts to specialist communities. This is a great way for winners to build their professional profiles, whilst also giving attendees a unique opportunity to hear from the 2026 Award winners. Where travel is required to participate in/present at these events, this will be covered by the FAAA.

PERSONALISED EMAIL SIGNATURE GRAPHIC

Finalist and Winner icons for use in email signatures / social media etc.

Please note: The FAAA does not cover the cost of Travel, accommodation, or attendance at Congress 2026 for Finalists.

Finalists 2025

Sarah Leslie CFP®

Story Wealth Management, VIC

Mark O’Flynn CFP®

Oxlade Financial, QLD

Joe Stephan CFP®

Stephan Independent Advisory, VIC

Proudly presented by

Nikki Booth

My Wealth Solutions, QLD

Adam Lai

Green Associates, QLD

Christine Swanson

Prominent Financial Services, SA

Proudly sponsored by

Boutique Advisers

WA

Oxlade Financial

QLD

Warr Hunt

VIC

Proudly presented by

Melody Edwards CFP®

Evalesco Financial Services, NSW

Morgan Hayward

Lume Wealth, QLD

Kelly King

Iconic Wealth, WA

Proudly sponsored by

Aayush Sharma

Frost Financial Services, NT

Shannon Victor

Oxlade Financial, QLD

Aden Wilkins CFP®

Capital Partners, WA

Proudly presented by

Leah Dhu

Curtin University, WA

Katherine Mitterer

University of South Australia, QLD

Callum Wishart

Kaplan, QLD

Proudly sponsored by

Further Information

About Award submissions

Whether or not an applicant has been nominated, each applicant for an award must complete an online submission and provide a video submission of no more than three (3) minutes in length that addresses why the applicant should be selected as the next face of their nominated Award in 2026

The finalists in each award category will then be shortlisted for an interview with the judges, which may be virtual or require the finalist to travel to Sydney for an in-person interview. The final decision re the interview method will be at the discretion of the FAAA, but applicants must ensure they are available to attend the showcase in person before submitting their application.

If you have any questions about the 2026 FAAA Awards, or need help submitting your application, email us at awards@faaa.au

Why enter the Awards

Entering the FAAA Awards provides an opportunity for award category finalists to:

Gain recognition
Be recognised for your contribution as a finalist or winner in the financial advice profession’s most prestigious awards program.

Raise your professional profile
Securing an FAAA Award can differentiate you when attracting and retaining clients. This recognition will solidify your status as a leader in the profession and support your career growth. Winning the award also comes with a range of opportunities to raise your profile through speaking engagements with the FAAA and the award sponsor (where applicable).

Highlight your achievements
Have your skills, passion and dedication to advancing the profession recognised by the  judging panel and your peers. Completing the award submission also provides a valuable opportunity to reflect on your personal and professional achievements over the last 12-18 months.

Expand your network
Connect with like-minded peers who are as committed to excellence and professionalism as you are through networking with the other 2026 award finalists and past Award winners.

How to write a compelling submission

Follow the awards criteria
The most important rule is to ensure your answers adhere to the awards criteria. The criteria are there for a reason and are used by judges to evaluate your application. Follow the guidelines set by the awards program and directly answer the questions.  This includes making sure you redact personal information where specified.

When answering the questions do not forget to include evidence such as data, statistics, revenue increases, profit growth, or efficiencies gained, as well as testimonials and recommendations from peers and clients. 

Submission deadlines 
Please pay close attention to submission deadlines and allow sufficient time to prepare and review your application. Once submission deadlines have passed, we are unable to accept new or amend existing applications. Please do not leave it to the last minute to start your application! 

Consider the judges’ perspective
Judges often have to review dozens of high quality submissions within a short time frame.   This means they often look for reasons to rule out entries. If your submission doesn’t capture their attention immediately or you haven’t met the criteria, they are more likely to rate your sumission lower compared to other applicants who have a concise but compelling sumission.  Remember to answer the questions carefully and follow instructions.  

Tell your story 
A compelling story can make your submission stand out and a story structure helps to make your submission more memorable and engaging. Use a narrative style with a clear beginning, middle and end. Remember, no one can tell your story better than you 

Use the word limit – online submission 
Sticking to the word limit for each question and video. Judges may struggle to assess your application if your responses are too brief, too long, or repetitive. Use the word count wisely to make your answers impactful. 

Use the time limit – video submission 
Please follow the criteria of the of your video submission and stay within the recording limit, which is a maximum of 3 minutes. Consider the quality of the video itself, particularly the audio (see Tips below).  

Take your time and proofread your submission
Winning a prestigious award requires careful planning, and succinct, concise answers. Give yourself enough time to perfect your submission. 

Spelling and grammar errors can negatively impact your submission. Start early enough to give yourself time to step away and return with fresh eyes for proofreading purposes. Ask someone to review and proofread it. Once you are confident in the accuracy of your spelling, grammar, punctuation, and tone, you can submit your entry. 

Tips for a high-quality video: 

  • Place your laptop or phone on a stable surface so that it does not move throughout the clip. 
  • Try to surround yourself with as many soft furnishings as possible, and   
  • Avoid a large, empty room with floorboards (which echoes) or a noisy outdoor location that makes it difficult for the judges to hear you. 
  • Film against a plain or simple background in a bright space without clutter or too many background colours/distractions. Remove anything in the room that will distract viewers, such as moving objects or other digital screens. Hide or remove any confidential information from view. 
  • Ensure you are central to the camera without being too close or too far away.  
  • If you are recording at home, choose a location where you won’t be distracted or interrupted. Natural daylight is always preferred as it will give you the nicest complexion. Position yourself next to a large window and test whether your interior lights add to or reduce the quality of your image 
  • Stay within the allotted time limit of three minutes
  • As with the written aspect, a compelling narrative can make your video submission stand out – will your video make sense when the judges watch it?

The judging process

Applicants will be required to submit a nomination for their preferred award category. Members may only apply for one individual category but may belong to a Professional Practice that has nominated for the Professional Practice of the Year category.  

FAAA members will also be able to nominate a fellow member, stating why they believe the nominee  is worthy of consideration.  

Stage one of the judging process includes a formal submission via the online judging portal, addressing a series of questions and providing a short video submission and appropriate supporting documentation.  

Following a professional standards review of applications by the FAAA team, the judging panel will judge each application. Following professional standards review of applications by the FAAA team, the judging panel will judge each application.

The top 3 finalists will then proceed to stage 2, which includes the Finalist Showcase. This will take place on Tuesday 14 & Wednesday 15 October and may be virtual or face to face, at the discretion of the FAAA. The Finalist Showcase for finalists in an award category that requires a facetoface interview will include:  

  • Filming of a short video showcase of finalists 
  • In-depth interviews for each finalist with the judging panel
  • A showcase dinner

FAQs

Yes, you must be an FAAA member and have renewed for the FY26 membership year. Please visit the FAAA Awards webpage for more details around criteria. 

Click here to access the submission forms. From here you can build your online application and attach supporting documents. The closing date for submissions is THURSDAY 30 JULY* (at 11:59pm) AEST.

Previous finalists may apply for the award, however the maximum number of consecutive applications from finalists is two in two years for the same award. 2025 Award winners are unable to apply for the same category again.

You are encouraged to submit relevant supporting documents including videos, client testimonials, and references to bring your application to life (up to 3 supporting documents). These can be submitted as part of your online application. Please make sure they have been adequately redacted, as a failure to redact personal or sensitive information will automatically prevent your submission from preceding to the next stage of the process.

No, the judges will only review the supporting documentation requested as part of the Application process (up to 3). Please do not send additional documentation. 

No, we encourage all eligible members to self-nominate by completing an application.

You’ll need to complete the Application form for your nominated award through our award submission software portal (Judgify), which also includes a short  video submission, and upload the required documents specific to that award (e.g redacted external Compliance / Advice Audit report and a Redacted Statement of Advice (SOA), where the advice must have been presented in 2025 or 2026).

Judging and eligibility criteria can be found on the Awards webpage

No, entry is free. If you are required to attend the Finalist Showcase in Sydney, the cost of your travel and accommodation will be covered by the FAAA. Finalists will also receive a complimentary ticket to attend the FAAA Awards and Gala Dinner in November 2026 but must make their own arrangements to attend FAAA Congress 2026 in Melbourne.

All entry submissions are kept in the strictest confidence. Judges are required to keep your entry submission and details confidential and will not disclose the details to anyone outside the judging process. At the conclusion of judging all submissions will be securely destroyed.

No. Your entries will not be returned to you. 

The top 3 finalists will be contacted in the week commencing Monday 7 September. All other nominees will be contacted by email and advised of the outcome during the same week.

The top 3 finalists will be required to participate in an interview with the judging panel as part of the finalist showcase in the week commencing 5 October 2026, either virtually or in-person. The format of the interview (virtual or face to face) will be at the discretion of the FAAA.

If you are a finalist in an award category that requires a face-to-face interview, the FAAA will cover:

  • Either return economy class airfare from the closest major domestic airport to Sydney on the airline of the FAAA’s choosing, including transfer costs from/to Sydney airport and Sydney CBD OR
  • Reasonable travel costs/parking for any finalists within driving distance of the FAAA’s Clarence St, Sydney offices AND
  • Overnight accommodation with breakfast at a hotel of FAAA’s choosing AND
  • The Showcase dinner for the finalists in each category AND
  • VIP drinks and the Gala Dinner attendance for the finalists in each category.

The winner is announced at the Award ceremony during the Gala Dinner at the 2026 Congress (Thursday 26 November). All finalists must be in attendance.

You are required to submit an audit report conducted by a compliance professional external to your business, which also includes a review of initial and/or review-related advice. An audit report that only covers a review of the advice file (i.e. confirmation of required documents are on file) will not be deemed as comprehensive. The audit must be dated after 1 January 2025. Please ensure the compliance report is redacted to remove all client names and/or personally identifiable information for anyone other than the applicant and the auditor.

If your AFS Licensee has fewer than 6 advisers registered as ‘current’ with ASIC (i.e. 5 and under), we recommend submitting a compliance / advice audit report that has been prepared by an external / third party compliance service provider.

If your AFS Licensee has 6+ advisers registered as ‘current’ with ASIC, you are able to submit an internal compliance advice audit report that has been prepared by a dedicated compliance professional employed by your AFS Licensee.

Note: If you are submitting an application under the Professional Practice of the Year award, and you are self-licensed, the AFSL audit report must have been completed by a third-party external to your practice to be considered.

If not self-licensed, please contact us at awards@faaa.au for more information.

Where there is an award sponsor, there may be opportunities for you to speak at events organised by that sponsor in the following year.

The FAAA frequently invites award winners to speak as part of the FAAA Roadshow series or provides opportunities to participate in our virtual CPD program (webinars etc). Past winners may also have the opportunity to judge the awards in the year following their win for the same category (at the invitation and discretion of the FAAA).