At JBS the team are all very proud and excited about what I’ve done so they asked me a few questions to get a greater understanding of what this means to me….
What was it like when you heard your name called as the 2013 AFA Adviser of the Year?
Totally amazed and overwhelmed! I’d hoped that it was my year especially with all the work that myself and the JBS team had put in over the past 12 months. It was probably the most surreal experience of my life.
What will the award mean for JBS in the coming 12 months?
It will provide us with a huge opportunity for growth in the future as well as exposure to further potential clients. We see the award as not only recognition of the hard work we have previously put in but also as a motivator for the future. We are constantly striving for improvement and want to ensure that our clients are always well informed, educated and feel loved and valued by us.
The award process examined every aspect of our business, including financials, business processes, succession planning, client satisfaction and team engagement. The feedback we have been able to obtain through this is fantastic and will allow us to continually improve in all areas. As we did last year where I was a finalist, we again plan to examine the results from these survey’s and then look at what we can do to improve on what we do.
What did you do to achieve this award?
A lot of hard work but it wasn’t just me. The JBS team are fantastic support. We all work hard but also have a lot of fun along the way. My aim was to create a work environment that promotes a balance of professionalism, hard work and career progression with a good level of fun to provide a workplace that everyone wants to come to work.
My wonderful clients also had a hand in this award as without them, I wouldn’t be able to do what I do. They are the driving force of why we are here and we never forget that. We aim to provide the highest level of service to our clients and the survey’s completed reflect that we are achieving this.
Would you like to say anything further?
I want to thank both AFA and Zurich for holding the award, now in it’s eleventh year. The process is extremely involved and is at a calibre that ensures all chosen finalists are at the highest level within the industry.
The award promotes quality advice to all Australians which is something I am very passionate about myself.
